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Nvidia CEO Jensen Huang delivers a speech during the "Constellation All-Employee Celebration" held in Taipei, Taiwan, on May 27 (local time). / Photo via Reuters, Yonhap News

Nvidia is expected to make a full-scale entry into the PC market by introducing Windows PCs equipped with its own chips as the central processing unit (CPU).

According to American online news outlet Axios on May 30 (local time), Nvidia and Microsoft (MS) are scheduled to officially unveil their joint product at the upcoming Computex in Taiwan and the MS Build developer conference in San Francisco next week.

Axios reported that the upcoming Nvidia-powered PCs will be integrated into the product lineups of major PC manufacturers, including Dell, alongside Microsoft’s proprietary hardware brand, "Surface."

In tandem with this launch, Microsoft plans to roll out new software designed to enable artificial intelligence (AI) agents to autonomously execute tasks locally inside a user's PC. This move is interpreted as an alternative solution to alleviate the computing burdens corporate clients face under existing cloud-based AI processing models.

Nvidia and Microsoft recently raised market expectations by releasing teaser statements on their official social media accounts hinting at the impending launch, using phrases such as "a new era for the PC" and "a new system for developers."

While Nvidia chips were previously featured in select Windows RT-based Surface tablets back in 2012, this marks the first time the company is stepping to the forefront of the PC market with its hardware serving as the main processor.

Industry experts view this move as a potential turning point for Microsoft’s AI PC strategy. Although Microsoft previously faced hurdles--including security concerns--during the rollout of its "Copilot+ PC," it has recently been reshaping its ecosystem around local AI agents through talent and technology acquisitions, such as "OpenClaw."

Market analysts project that Nvidia’s entry will serve as a catalyst for diversifying the PC market, which has traditionally been dominated by the x86 architecture of Intel and AMD, toward ARM-based architecture.

Axios noted that this shift could also positively influence the ecosystem expansion of Qualcomm, a competitor that utilizes the same underlying chip architecture.

Carolina Milanesi, an analyst at Current Strategies, remarked, "Nvidia's participation is a positive factor in stimulating the relevant developers and ecosystem." However, she projected a measured outlook, adding, "Compared to the data center business, which is Nvidia's primary revenue driver, the PC chip business will likely remain a complementary, auxiliary operation."

Lee Jung-eun

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