Discussion NV Re-Enter ARM PC market in Q4-2025 ?

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Jan Olšan

Jan Olšan

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Jan 12, 2017
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This Asus box (and similar ones from other vendors) is actually repackaged motherboard from Nvidia's DGX Spark ("Project Digits"). It uses Linux software stack (Nvidia's distro iirc).

While it more and more appears that the N1X consumer processor is actually the same silicon as GB10, apparently it is still going to launch with a different software stack (likely Windows). Also, GB10/DGX Spark doesn't have to work in a notebook, with all those pesky idle power comsumption constraints.
 
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Io Magnesso

Io Magnesso

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Jan Olšan said:
This Asus box (and similar ones from other vendors) is actually repackaged motherboard from Nvidia's DGX Spark ("Project Digits"). It uses Linux software stack (Nvidia's distro iirc).

While it more and more appears that the N1X consumer processor is actually the same silicon as GB10, apparently it is still going to launch with a different software stack (likely Windows). Also, GB10/DGX Spark doesn't have to work in a notebook, with all those pesky idle power comsumption constraints.
Click to expand...
The entire system consumes 170W of power, doesn't it Well, that's a lot...
Well, it can't be helped because NIC is implemented.
 
marees

marees

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Some more delay (most behind paywall)

https://www.semiaccurate.com/2025/07/14/nvidias-cpu-dreams-hit-another-delay/


The gift that is Nvidia’s CPU soap opera just keeps on giving. SemiAccurate now has multiple sources confirming their latest ‘whoopsie’, and it is quite sub-optimal.
A few months ago we told you about the first bump in the night, and it was potentially a big one. As we updated, the company did manage to fix that problem without a silicon update, so well done there. Unfortunately they still publicly blame Microsoft for another delay. The chip, officially stated to be, “In full production“, just hit a new bump in the road. Again.
If you recall the timelines SemiAccurate brought you earlier, the original whoopsie put N1/N1X in early 2026, then it moved later to in that year, then back to early once the first big problem was fixed without a respin. That ‘early 2026’ date has stuck until a few days ago when, well, the expected happened.
 
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DZero

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marees said:
Some more delay (most behind paywall)

https://www.semiaccurate.com/2025/07/14/nvidias-cpu-dreams-hit-another-delay/


The gift that is Nvidia’s CPU soap opera just keeps on giving. SemiAccurate now has multiple sources confirming their latest ‘whoopsie’, and it is quite sub-optimal.
A few months ago we told you about the first bump in the night, and it was potentially a big one. As we updated, the company did manage to fix that problem without a silicon update, so well done there. Unfortunately they still publicly blame Microsoft for another delay. The chip, officially stated to be, “In full production“, just hit a new bump in the road. Again.
If you recall the timelines SemiAccurate brought you earlier, the original whoopsie put N1/N1X in early 2026, then it moved later to in that year, then back to early once the first big problem was fixed without a respin. That ‘early 2026’ date has stuck until a few days ago when, well, the expected happened.
Click to expand...
At this time, even Mediatek alone will launch their processor first.
 
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NTMBK

NTMBK

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marees

marees

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DZero

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So... Microsoft is being screwed up this time? Don't be surprised if Qualcomm delays the same with their Elite processors too.
 
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Tigerick

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From Digitimes:
citing a combination of delays in Microsoft's operating system roadmap, ongoing chip revisions at Nvidia
Click to expand...

Again, the media got it half right...NV and all OEM vendors are announcing GB10 with LinuxOS next week. There is no hardware error, period.

" Delays in Microsoft's operating system roadmap ??? "

Hoho, you guys still not getting it ??? It is obvious to me that NV is waiting for new Windows launching: Windows on ARM 12. Or whatever final name Microsoft is using.

FYI, Windows 11 was announced on August 31, 2021 and to be released on October 5, 2021
Click to expand...

Let's see when media outlets will make sense of it and find out the true reason of the delay is on operating system side, namely Windows 12. :cool:
 
Io Magnesso

Io Magnesso

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Tigerick said:
From Digitimes:


Again, the media got it half right...NV and all OEM vendors are announcing GB10 with LinuxOS next week. There is no hardware error, period.

" Delays in Microsoft's operating system roadmap ??? "

Hoho, you guys still not getting it ??? It is obvious to me that NV is waiting for new Windows launching: Windows on ARM 12. Or whatever final name Microsoft is using.



Let's see when media outlets will make sense of it and find out the true reason of the delay is on operating system side, namely Windows 12. :cool:
Click to expand...
No, NVIDIA has a larger percentage of failures.
 
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