When the first rumors about AMD's and Nvidia's plans to develop Arm-based processors for PCs emerged last year, we had certain doubts about such intentions given the datacenter focus of these companies. But this week, Michael Dell, chief executive of Dell, and Jensen Huang, CEO of Nvidia, somewhat confirmed the information. It now looks like the green company will come up with its processor for 'AI PCs' as soon as next year; however, there's a catch.
When Bloomberg asked about Nvidia's place in the emerging AI PC segment during a group interview, Michael Dell told Bloomberg's Ed Ludlow to 'come back next year,' while Jensen Huang responded 'exactly.' Such answers could be interpreted as confirmation of Nvidia's plans to address the upcoming Windows-on-Arm AI PC market with its own processors. While this is not going to be precisely a blue ocean market, with around 280 million PCs sold every year, this market is hard to ignore.
