New Arm-powered laptops from Microsoft and partners could intensify competition with Apple, Intel, AMD, and Qualcomm.
Nvidia and Microsoft are reportedly preparing to introduce a new generation of Windows PCs powered by Nvidia-designed processors, marking a significant shift in the personal computing market.
According to a report by Axios, the first devices featuring Nvidia’s Arm-based CPUs are expected to be unveiled next week at major technology events, including Computex in Taipei and Microsoft’s Build conference in San Francisco. The lineup is likely to include Microsoft’s Surface devices as well as laptops from manufacturers such as Dell.
The move is part of Microsoft’s broader effort to expand Windows beyond traditional x86 processors supplied by Intel and AMD. By adopting Arm-based chip designs, the company aims to improve power efficiency and battery life in Windows laptops. However, previous attempts to popularize Arm-powered Windows devices have delivered only modest commercial success.
The upcoming launch also intensifies competition with Apple, which has successfully transitioned its Mac lineup to in-house silicon. Apple recently refreshed its MacBook range with its latest M5-series chips, further raising the bar for performance and efficiency.
Hints about the announcement surfaced on Friday when the official X accounts of Windows, Nvidia, and Arm shared teaser posts referencing “a new era of PC” alongside coordinates pointing to Taipei.
Reuters had previously reported in 2023 that Nvidia was developing processors for Windows PCs using Arm technology. At present, Qualcomm is the primary supplier of Arm-based chips for Windows devices, while Intel and AMD continue to dominate the broader PC processor market.
In addition to new hardware, Microsoft is expected to showcase software features that enable AI agents to perform tasks directly on Windows PCs, highlighting the growing role of on-device artificial intelligence.
