Nvidia Challenges Laptop Chip Market for First Time in 11 Years

Dedicated chip to power Microsoft Surface and other devices

Targeting the fast-growing AI agent market

Nvidia and Microsoft will unveil a new artificial intelligence PC at Computex, the IT trade show opening in Taiwan on June 1. Related announcements are also scheduled for Microsoft's Build developer conference, which opens in San Francisco on June 2. The launch marks Nvidia's first challenge to the laptop chip market in 11 years.

Microsoft sells Windows laptops under its own Surface brand as well as devices made by Dell and Lenovo. Those products currently use chips such as Qualcomm's Snapdragon and Intel's Core Ultra. The companies are now preparing a new product equipped with an Nvidia chip. It is a system-on-chip, or SoC, that combines a central processing unit, graphics processing unit and neural processing unit.

Nvidia, Microsoft and Arm, the chip designer, wrote on X on May 29 that "a new era of PCs is coming." They also disclosed the venue for Chief Executive Officer Jensen Huang's Computex keynote.

The move points to Nvidia's effort to expand into consumer products from data-center GPUs, which generate most of its revenue. Until now, most AI computing has been handled in data centers and then delivered to laptops and smartphones through the cloud. The new products reflect a push to process those workloads directly on individual devices.

Kim In-yeop, Silicon Valley correspondent, inside@hankyung.com