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PC Gamer
PC Gamer
Jacob Fox

The reason Nvidia's upcoming Arm CPU is delayed is apparently in part because Microsoft isn't sorting out its next-gen OS quickly enough

Jensen Huang, co-founder and chief executive officer of Nvidia Corp., speaks while holding the company's new GeForce RTX 50 series graphics cards and a Thor Blackwell robotics processor during the 2025 CES event in Las Vegas, Nevada, US, on Monday, Jan. 6, 2025. Huang announced a raft of new chips, software and services, aiming to stay at the forefront of artificial intelligence computing. Photographer: Bridget Bennett/Bloomberg via Getty Images.

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.

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