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Nvidia is positioning itself to become a cornerstone of future consumer PCs through its renowned graphics cards and the development of new Arm-based CPUs. According to a recent report, the company is working on a PC platform that integrates both Nvidia CPU and GPU technology that will be revealed in September 2025 and released in March 2026.
The report from DigiTimes (via Tom's Hardware) outlines Nvidia's intention to roll out a computing platform based on Arm architecture by September, with a commercial release set for March 2026. This timeline marks the first concrete details regarding Nvidia’s venture into Arm-based CPUs, though earlier speculative reports have hinted at this direction. About a year ago, reports pointed to Nvidia's exploration of Arm CPU development as part of Microsoft's strategy to help chip manufacturers create Arm processors for Windows PCs.
The credibility of this report is bolstered by statements made earlier in the year by Nvidia CEO Jensen Huang during an interview with Dell CEO Michael Dell, where he hinted at Nvidia developing a consumer-focused Arm-based CPU. Nvidia's first Arm CPU was Grace, a central part of the Grace Hopper platform for data centres.
The release timing aligns well with the industry landscape, as Qualcomm currently holds an exclusive deal with Microsoft to supply Arm processors for Windows PCs. With persistent tensions between Arm and Qualcomm over licensing agreements, Arm is likely eager to inspire competition by encouraging other manufacturers to explore its architecture. The exclusivity period is expected to end this year, paving the way for companies like AMD, Nvidia, and Intel to enter the Arm CPU market by 2025.
KitGuru says: Nvidia has considered developing Arm-based CPUs for Windows PCs for some time, and it finally appears that these plans are gaining traction. The company has recently surged through the data centre market, becoming one of the world’s most valuable enterprises, and now it seems to be looking for a new crown in the consumer space.
