Nvidia unveiled its first ARM-based laptop chip combining Blackwell GPU and custom CPU with up to 128GB RAM and expected annual shipments of 25-30 million units capturing ~10% of Windows PC market. Qualcomm’s ARM laptop chips with Microsoft support receive validation but face intensified competition from Nvidia’s new offering.
Nvidia introduced its first consumer ARM-based laptop processor that integrates a Blackwell GPU and a custom ARM CPU, supports up to 128GB of onboard memory, and is aimed at high-end Windows notebooks from OEMs including ASUS, Dell, HP, and Microsoft.
Analysts project annual shipments of Nvidia’s ARM laptop chip to reach 25–30 million units, which would translate into roughly a 10% share of the global Windows PC market in its initial rollout phase.
Qualcomm’s ARM-based laptop solutions, enabled by deep Microsoft integration to ensure broad application compatibility, benefit from accelerating ARM adoption but will confront stronger performance and pricing pressure from Nvidia’s new platform.
247wallst
