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

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Jan Olšan

Jan Olšan

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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.
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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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Tigerick

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Ryan Smith, former editor of Anandtech wrote about GB10-N1x at Serve The Home:

And there was a whole lot of verification involved ahead of time in making sure this would all work. This seems to have paid off very well for NVIDIA, as GB10 worked on its very first spin, A0. No respins were needed to fix any design flaws.
Click to expand...

A0 Stepping is shipping steppings from OEMs, no respins needed. Even small player like Acer already announced their GB10 solution, you guys still believe in non-sense from Digitimes/SemiAccurate?

Of course NV, AMD and Mediatek are all waiting for Microsoft's official announcement of WoA12 which should happen anytime from now...:cool:
 
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Tigerick

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www.pcgamer.com

Nvidia CEO Jensen Huang confirms the upcoming N1 APU that's heading for the PC is indeed the same as the GB10 'Superchip' in the DGX Spark AI box

An all-powerful APU with RTX 5070 performance in a laptop, but at what cost?
www.pcgamer.com www.pcgamer.com

We also have a new Arm product that's called N1," said Nvidia CEO Jensen Huang at the press conference for the newly announced Intel-Nvidia alliance. "That processor is going to go into the DGX Spark and many other versions of products like that. And so we're super excited about the Arm road map, and this doesn't affect any of that.
Click to expand...

Yep, GB10 = N1, not N1x.

N1 is flagship APU cooperated with Mediatek to tackle notebook PC costing $2000 above.

N1x is low end APU with 4-core A725 targeting sub-$400 tablet/notebook PC market; same as AMD Mendocino.

NV has only prepared 2 APU for first wave of WoA system. What happened to the APU in between?

Well, Mediatek Dimensity series will fit in the slots as explained here. Turn up the partnership between Mediatak and NV are meaningful: they are avoiding competing in the same price points. If ARM is targeting 50% of Windows PC market share, then 100M units per year is the TAM. The market is far smaller than smartphone market; thus NV and Mediatek are co-operated to tackle all price points.

N1 is actually competing with Strix Halo. How about Medusa Halo? NV won't give up market share even to mega iGPU from AMD. We should be expecting N2 with Vera SMT + Rubin APU in 2027. And the Rubin iGPU is supposed to pair with Intel SoC; thus NV has actually targeting both ARM and x86 market share. The upcoming fight will be far more interesting than first round... :cool: And if you still think AT3 RDNA5 iCPU will be available for x86 platform only, then wait for AMD's announcement....
 
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Doug S

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Their big problem is their awful ST results. Even if those numbers are prelim and they bump them by 50% it is still less than half the ST of their competition. No matter how many more cores it has you can't overcome that.

They should have used ARM cores unless/until they could design something better themselves.
 
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Tigerick

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Team Green on WoA - NV and Mediatek

I have created a table listing all the "possible" ARM APU lineup from NV and Mediatek in the frontpage. The listings are based on what I learned and speculated based on my knowledge about both companies. The most important about the listings are the target price points; it is a moving target but the SRP should be in line with NV and Mediatek roadmap.

Yep, NV and Mediatek are partnering to enter the WoA PC market together. NV is planning to offer two APUs for the first wave of ARM offerings, namely N1 (>$2000) and N1x (<$600). The wide gap between N1 and N1x will be filled by Mediatek Dimensity series; series as in three SoC actually. Yes, Mediatek and NV have been preparing to enter the ARM PC market for more than six years (including 3 years development time), the same as Samsung and AMD; ie. four years before Qualcomm’s exclusivity deal ended.

They are going to offer ARM SoCs from top to bottom; even more aggressive than Qualcomm which usually launched the flagship model like X2 Elite models at first, then slowly filter down to X2 models...Due to early development times, Mediatek managed to launch one flagship phone SoC per year, thus accumulated three flagship phone SoCs: D9300, D9400 and D9500.

Green ARM Lineup.jpg

The table is pretty much self-explainory. I won't say it is 100% correct and I hope you guys start thinking what ARM CEO said about achieving 50% Windows PC market share in five years. I am expecting Team Green to target 30% out of 100M per year, that would be 30M per year. Of course, Mediatek most likely will rename Dimensity branding to align with NV. And part of reason NV to join-partner with Mediatek is due to 5G modem in which X2E already shown.
 
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DrMrLordX

DrMrLordX

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@Tigerick

N1x could be an abysmal failure at any price point. It does not seem like a compelling product, especially not through 2026/2027. D9300 and D9400 also probably won't be that great that far out. Unless they're absolutely crushing it with C1/2/3 and N1/2 I don't see how the next 2-3 years will favor a rise to 30% PC market share off that.
 
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