Nvidia's Future Plans for Arm-based Gaming PCs

Nvidia may soon play a central role in your next gaming PC, not just as a supplier of graphics cards but also as a provider of processors. The company is reportedly developing an Arm-based PC platform that will feature both CPU and GPU designed by Nvidia itself. According to a report from DigiTimes, this innovative platform is expected to launch in September 2025, with a full commercial rollout now anticipated for March 2026.

This report sheds light on Nvidia's foray into Arm-based chips, which has been discussed in some capacity for about a year. Back then, Reuters mentioned that Nvidia was exploring these Arm-based CPUs as part of Microsoft’s initiative to assist chip manufacturers in creating Arm-compatible processors for Windows PCs. With Microsoft’s aggressive launch of its Arm-based Copilot+ laptops, it appears Nvidia is positioning itself to target a premium market geared toward gamers.

Recently, Nvidia’s CEO, Jensen Huang, hinted at the company's work on a consumer-oriented Arm-based processor during an interview with Dell’s CEO, which adds credibility to these reports. Nvidia has substantial experience with Arm design, particularly in the enterprise sector with products like the Grace CPU, which contributes to its Grace Hopper platform widely used in data centers.

The timing of this move is significant, especially since Qualcomm currently holds an exclusivity deal with Microsoft to manufacture Arm-based chips for Windows PCs. This exclusivity has been under scrutiny due to ongoing licensing disputes between Arm and Qualcomm, creating an opportunity for other companies, including AMD, Nvidia, and Intel, to enter the market for consumer Arm chips starting in 2025.

Nvidia's interest in developing Arm-based CPUs is not a new concept but may finally be coming to fruition as the company expands its focus beyond data centers into the consumer market. Nvidia has recently become one of the wealthiest corporations globally, largely due to its success in artificial intelligence, and now seems to be turning its sights toward gamers as well.

Nvidia, gaming, PCs