Nvidia, the world’s leading AI chipmaker, is developing AI-optimized system-on-chip (SoC) solutions for laptops, marking its first major entry into the PC market since 2013. The company aims to combine CPU and GPU functions to enable enhanced AI capabilities directly on personal computers.
Sources indicate that Dell Technologies and Lenovo could be among the first to launch ARM-based Windows laptops using Nvidia’s new SoCs, potentially as early as the first half of 2026. Nvidia confirmed collaborations with Intel, holding 70% of the Windows CPU market, and Taiwan’s MediaTek on this project.
This move expands Nvidia’s influence beyond its core markets of AI servers and high-end gaming GPUs, addressing growing demand for AI functionality on consumer and enterprise laptops. The integration of GPU and CPU in a single chip promises more efficient AI processing on devices sold globally, with about 150 million laptops sold annually.
Nvidia last developed an SoC for the 2013 Surface Windows tablet but shifted focus for years toward data center and gaming applications. Analysts view this new laptop chip strategy as a significant potential revenue driver, tapping into a PC market with more growth opportunity than smartphones for integrated SoCs.
While this diversification could stabilize Nvidia’s revenue against fluctuations in AI server demand, challenges remain. Performance optimization on ARM-based Windows laptops and competitive pressure from established CPU makers could limit near-term impact.
Industry watchers will closely monitor the product launches from Dell and Lenovo for market reception and performance benchmarks. Nvidia’s collaboration with Intel—reinforced by a $5 billion investment announced in late 2025—will also be pivotal to the success and adoption of these AI-powered PC chips.