Reuters reports that Taiwanese chip design giant MediaTek is developing an Arm-based PC processor that will run Windows. ” Three people familiar with the matter” say this.
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We have been hearing whispers of MediaTek teaming with NVIDIA for a new Arm-based AI PC processor and comments from Dell CEO Michael Dell that we will see an NVIDIA-based processor released for a next-gen AI PC in 2025.
Microsoft also revealed its next-generation laptops with chips designed by Arm last month, its huge new Copilot+ PC push, and the huge relationship with Qualcomm and its Arm-based Snapdragon X series of processors that are inside Copilot+ PC systems running Windows. It seems Qualcomm has the exclusivity here, but that will run out in 2025 and we’re going to see an absolute flood of Arm-based AI PC processors hitting the market.
NVIDIA is a gaming company for consumers — even though the company makes tens of billions of dollars every quarter through AI GPU hardware sales — which means the company can get its Arm-based processors with fantastic CPU and GPU performance, as well as class-leading AI performance — in different products. Not just laptops, but small form factor (SFF) gaming PCs, handhelds, and more.
On the AI side of things, NVIDIA is serious about going for the throat of its AI PC competitors, with recent remarks that RTX is the “Premium” AI PC platform, and that NPUs are for “Basic” AI PCs. NVIDIA compared current-gen AI PCs with up to 45 TOPS of AI performance, while the “Premium” AI PC powered by RTX has up to 1300+ TOPS of AI performance.
Jensen said: “All of our GPUs have the same Tensor cores that are running on H100 in the cloud. Every one of our GPUs uses AI to the work. AI will transform gaming. All of the nonplayer character will be chatbots. Creating world will be easier. Instead of instruction driven computing, it [is going to be] intention driven computing, so it will be easier to write programs“.