Monday, February 03, 2025

NVIDIA/ARM N1x & N1 for Windows laptops

Intel, AMD, Qualcomm/ARM... and now even NVIDIA/ARM (CPU/SoC) chips for Windows laptops.
Maybe even AMD will switch to ARM architecture... 
Apple has safely escaped this by vertical integration before... also ARM based chips. 
In the meantime, Intel may produce ARM based SoC chips, too.

It is not easy to justify enormous stock price... 


"Nvidia's first-ever ARM-based SoC for Windows devices is purportedly coming this year. some reports that Nvidia will be introducing two new chips, the N1X at the end of this year and the N1 in 2026.

Nvidia is expected to ship 3 million N1X chips in Q4 this year and 13 million vanilla N1 units next year. Nvidia will be partnering with MediaTek to build these chips, with MediaTek receiving $2 billion in revenue from this joint venture alone, accounting for 8% of its revenue next year."