Nvidia Could Launch a New PC This Year. Should You Buy NVDA Stock First?

For some time now, investors have been asking a simple but important question: What’s next for Nvidia (NVDA) once the AI training phase is over? Currently, Advanced Micro Devices (AMD) stands as a strong contender to benefit from the inference boom, a natural next phase to AI training. Investors knew Nvidia wasn’t going to ignore this market, but Jensen Huang kept everyone wondering what he would do about it. Things are becoming clearer now after the chipmaker’s recent announcement.

Nvidia reportedly plans to unveil a notebook PC this year that would run Microsoft's (MSFT) Windows operating system powered by its own Arm (ARM)-based system-on-a-chip (SoC) platform N1 and N1X, according to rumors circulating in the industry. If true, it would bring some clarity on the management’s intention to diversify away from data center sales, which currently account for over 90% of the company’s revenue. By directly reaching out to the end consumer through its notebook PCs, Nvidia could significantly enhance its Total Addressable Market (TAM), though such adventures come with risks of their own.