On May 27th, Intel and AMD have been emphasizing their all-platform advantages, highlighting the combination of CPU+GPU+NPU in AI PCs. While NVIDIA's GPUs are top-notch, they have long suffered from the lack of their own core CPU, feeling like they are missing a leg. Therefore, recent rumors suggest that NVIDIA is about to launch its high-performance AI PC processor.
Since NVIDIA cannot obtain the x86 instruction set authorization, they have to rely on the Arm architecture.
According to rumors, Arm will introduce the next-generation high-performance super core architecture later this year, codenamed Blackhawk, possibly named Cortex-X5, with Qualcomm and MediaTek likely to follow suit.
The latest leak reveals that NVIDIA's high-performance AI PC processor will utilize the Arm X5 super core. However, the specific number of cores, frequencies, and power consumption levels have not been clearly stated yet.
Moreover, this processor will be built using TSMC's high-performance 3nm N3P process and will integrate the Blackwell GPU graphics core from the RTX 50 series. It will also incorporate the next-generation LPDDR6 memory, with its standard specifications expected to be officially announced later this year, boasting a peak frequency of up to 14.4GHz.
This NVIDIA processor is set to debut in 2025, and Microsoft will also integrate all AI-related features of Windows 11 on Arm to provide support.
Interestingly, the biggest threat to NVIDIA's AI PC seems to be not Intel or AMD, but... Qualcomm.
It remains to be seen whether Huang will mention this processor at the upcoming Taipei Computer Show in a few days.
