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Discussion NV Re-Enter ARM PC market in Q2-2026!

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www.digitimes.com.tw

（獨家）NVIDIA N1X/N1 WoA筆電終上陣！　第二代產品藍圖曝光

NVIDIA強化資料中心布局，也推進個人與邊緣AI運算平台，從N1、N1X，到下一代N2、N2X系列，勾勒AI世代演進。
www.digitimes.com.tw

Digitimes TW has more info about upcoming N2 from NV tech Roadmap, thus should be trustworthy: the successor of N1:
  • N1X should come out in Q1-2026; the other 3? models should release in Q2-2026. We are familiar with N1 and N1X, 2 more models from Mediatek?
  • N2 series should release in Q3-2027.
  • N2X-powered DGX Spark should come out in Q4-2027, one quarter later than WoA solution.
 
Tigerick said:
www.digitimes.com.tw

（獨家）NVIDIA N1X/N1 WoA筆電終上陣！　第二代產品藍圖曝光

NVIDIA強化資料中心布局，也推進個人與邊緣AI運算平台，從N1、N1X，到下一代N2、N2X系列，勾勒AI世代演進。
www.digitimes.com.tw

Digitimes TW has more info about upcoming N2 from NV tech Roadmap, thus should be trustworthy: the successor of N1:
  • N1X should come out in Q1-2026; the other 3? models should release in Q2-2026. We are familiar with N1 and N1X, 2 more models from Mediatek?
  • N2 series should release in Q3-2027.
  • N2X-powered DGX Spark should come out in Q4-2027, one quarter later than WoA solution.
Click to expand...
According to AMD, Xbox X2 should be launching no later than Q4-2027 with Medusa Premium + AT2 GDDR7. Hence RDNA5 dGPU's AT2 and AT0 should launch earlier than Q3-2027. That should include Medusa Premium + AT4 LPDDR6 which align with N2X. Coincidence? 🙄

N2X should be launching at Q3-2027 with Rubin iGPU. Thus, mobile Rubin GPU should be launching earlier than Q2-2027 which aligned with my prediction of Q1-2027.

We see how the launching go, the most important factor is the MP date of Samsung's 36Gbps GDDR7. 😎
 
Last edited:
Tigerick said:
According to AMD, Xbox X2 should be launching no later than Q4-2027 with Medusa Premium + AT2 GDDR7. Hence RDNA5 dGPU's AT2 and AT0 should launch earlier than Q3-2027. That should include Medusa Premium + AT3 LPDDR6 which align with N2X. Coincidence? 🙄

N2X should be launching at Q3-2027 with Rubin iGPU. Thus, mobile Rubin GPU should be launching earlier than Q2-2027 which aligned with my prediction of Q1-2027.

We see how the launching go, the most important factor is the MP date of Samsung's 36Gbps GDDR7. 😎
Click to expand...
by RDNA 2 precedence the consoles launch BEFORE GPU

that said, Lisa Su said nothing about Medusa Premium (which is a bog standard PC/laptop chip — it will be assembled by third party board partners as series s2 / handheld & not by Microsoft)

she is referring to Magnus (series x2 — first party console), which if we go by @Kepler_L2 's statement on valve & steam deck 2, then there has to be a minimum lifetime volume guarantee of 10 million
 
marees said:
by RDNA 2 precedence the consoles launch BEFORE GPU

that said, Lisa Su said nothing about Medusa Premium (which is a bog standard PC/laptop chip — it will be assembled by third party board partners as series s2 / handheld & not by Microsoft)

she is referring to Magnus (series x2 — first party console), which if we go by @Kepler_L2 's statement on valve & steam deck 2, then there has to be a minimum lifetime volume guarantee of 10 million
Click to expand...
I think 10m requirement is for semi custom only, if that’s a real requirement at all.

Valve won’t be included in this as they aren’t getting anything semi custom. See Steam Machine using salvaged Hawk Point + Navi 33.
 
Tangopiper said:
I think 10m requirement is for semi custom only, if that’s a real requirement at all.

Valve won’t be included in this as they aren’t getting anything semi custom. See Steam Machine using salvaged Hawk Point + Navi 33.
Click to expand...
agree. there is no minimum for Valve

but Microsoft has a minimum for magnus

& by publicly announcing it with financial results, Lisa Su is signalling that the deal is locked in — with probably significant penalties for Microsoft if they try to walk it back. not a marriage in Reno, to get a divorce so easily
 
marees said:
agree. there is no minimum for Valve

but Microsoft has a minimum for magnus

& by publicly announcing it with financial results, Lisa Su is signalling that the deal is locked in — with probably significant penalties for Microsoft if they try to walk it back. not a marriage in Reno, to get a divorce so easily
Click to expand...
Considering how many times the Surface team got AMD to design an APU then just went with whatever Intel cooked up, I don’t blame them for aggressively pushing for volume requirements…
 
Tigerick said:
N2X should be launching at Q3-2027 with Rubin iGPU. Thus, mobile Rubin GPU should be launching earlier than Q2-2027 which aligned with my prediction of Q1-2027.
😎
Click to expand...
Dunno what are your predictions, because :

www.notebookcheck.net

Nvidia N1X ARM APU reportedly suffers from software issues resulting in N1X laptops slipping to Q2 or summer 2026

The Nvidia N1X ARM APU is reportedly Team Green's first APU specifically designed for Windows laptops. However, a prominent leaker claims that Nvidia N1X has tons of bugs and issues, which could be the reason why there have been no signs of N1X-powered notebooks launching soon.
www.notebookcheck.net www.notebookcheck.net
 
Abwx said:
Dunno what are your predictions, because :

www.notebookcheck.net

Nvidia N1X ARM APU reportedly suffers from software issues resulting in N1X laptops slipping to Q2 or summer 2026

The Nvidia N1X ARM APU is reportedly Team Green's first APU specifically designed for Windows laptops. However, a prominent leaker claims that Nvidia N1X has tons of bugs and issues, which could be the reason why there have been no signs of N1X-powered notebooks launching soon.
www.notebookcheck.net www.notebookcheck.net
Click to expand...
are these Windows only issues ?
 
Qualcomm also use an ARM ISA CPU with Windows, and they have something that is more or less functional, so not sure that it s Windows that is the main culprit here.
 
Momoka_ said:
Most likely teasing Vera Ultra and Feynman
Click to expand...
I'm interested in what Feynman looks like. The rumours of A16 initial exclusivity points to NVIDIA ditching their current approach and going full 3D stacked. Likely similar to Clearwater Forest and MI400.
Fingers crossed for a proper clean slate µarch. Last time was Volta IIRC.

Otherwise it's prob some groundbreaking KV cache SSD controller + custom HBM base die. After they introduced Processing in Network with Rubin NVLINK, that'll prob be extended to NAND controller + HBM base die.

Also wonder how will they scale rack? I heard 3.6TB/s is basically at the limits of SerDes.
Is it too early to optical?
 
blog.chromium.org

Bringing Chrome to ARM64 Linux Devices

We’re excited to announce that Google will launch Chrome for ARM64 Linux devices in Q2 2026, following the successful expansion of Chrome t...
blog.chromium.org blog.chromium.org

We’re excited to announce that Google will launch Chrome for ARM64 Linux devices in Q2 2026, following the successful expansion of Chrome to Arm-powered macOS devices in 2020 and Arm-powered Windows devices in 2024.
Click to expand...

Last year, NVIDIA introduced the DGX Spark, an AI supercomputing device that packs its Grace Blackwell architecture into a compact, 1-liter form factor. Google is partnering with NVIDIA to make it easier for DGX Spark users to install Chrome via NVIDIA’s software package management service. Users with other Linux distributions can also install the ARM64 version of Chrome by visiting chrome.com/download.
Click to expand...
 
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