
Just one week ago, I reported that we might have to wait until next year to see custom Arm processors from Nvidia. Now, we're hearing not only more sources saying the same and that a first-quarter 2026 initial roll-out is the goal, but also that this delay might be at least in part due to slow progress with Microsoft's "next-generation operating system."
That's what "supply chain sources" say, as reported by DigiTimes. According to these sources, the Nvidia and MediaTek collaboration is reportedly facing delays due to "a combination of delays in Microsoft's operating system roadmap, ongoing chip revisions at Nvidia, and weakening demand in the overall notebook market". This latter point hints at Qualcomm Snapdragon Windows on Arm machines being less in-demand than initial appearances at launch might have had us expect.