The company best known for powering the AI boom is coming for the PC: Nvidia is expected next week to debut the first Windows computers that use its chips as the main processor, sources confirm to Axios.
Why it matters: Microsoft's first AI PC push stumbled, but Nvidia's arrival gives it a second chance, this time with the world's hottest chipmaker attached.
Driving the news: Nvidia and Microsoft will unveil their joint work and the first computers running the chips at two key industry conferences — the Computex trade show in Taiwan and Microsoft's Build developer conference in San Francisco.
- Nvidia-powered PCs are expected both from Microsoft's homegrown Surface brand as well as other computer makers, including Dell, sources confirmed.
- Microsoft is also expected to debut software that makes it easier for people to have AI agents do work locally on their Windows computer.
- A Microsoft representative declined to comment. Dell declined to comment. Nvidia did not immediately respond to a request for comment.
- "A new era of PC," Nvidia teased in a Friday post on X, pointing to coordinates that match a location in Taiwan.
- Meanwhile. Windows head Pavan Davuluri engaged in his own vagueposting. "Something new is coming for developers," he said on X. "And no, it's not a new OS version. See you at Build next week!"
- There were some Nvidia-powered Surface tablets that ran Windows RT, a slimmed down version of Windows 8, back in 2012.
- Microsoft's first effort at an AI PC, the Copilot+ PC, was marred by a series of setbacks, including a lengthy delay and security concerns over its signature feature, Recall.
- However, the move toward agents that can automatically perform tasks on local PCs has provided what it sees as a fresh opening.
- The company has been embracing OpenClaw since earlier this year, creating a new team led by veteran coder Omar Shahine. The company also has OpenClaw founder Peter Steinberger (now employed by OpenAI) scheduled to host a breakout session at Build.
Between the lines: While most AI work has been done in the cloud, Microsoft's push to have things run locally could find newly receptive ears.
- Businesses are starting to struggle with massive computing costs that have accompanied the shift from unlimited-use chatbots to agents, which can rack up giant bills as they do their autonomous work.
- "From an industry perspective, it's a good thing," Carolina Milanesi, an analyst at Current Strategies, told Axios.
- Milanesi said that Qualcomm has struggled to grab a significant chunk of the PC market despite offering excellent battery life, in part because developers and businesses didn't see a need to focus scarce resources on a somewhat different version of Windows.
- As for Nvidia, Milanesi said getting its new processor used in the data center is the bigger opportunity, but powering PCs could be a nice complement.
