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NVIDIA wants to eat $AMD and $INTC lunch
AI agents have made CPUs important again
$NVDA and Microsoft are expected to unveil the first Windows PCs powered by Nvidia chips next week
The devices are expected to include Microsoft Surface models and PCs from other manufacturers like Dell. They will reportedly be announced around Computex in Taiwan and Microsoft’s Build conference
Nvidia is entering the Windows PC CPU market with Arm-based technology, putting it in direct competition with Qualcomm and challenging the long-time dominance of Intel and AMD in Windows laptops
Microsoft is also expected to introduce software that lets AI agents run tasks locally on Windows PCs, reinforcing the shift toward AI-native laptops