Next-generation Arm PC processors by NVIDIA and MediaTek may debut in September 2025 - pioneering a new era with AI and gaming innovation

November 1, 2024

Reigning as the darling of the AI era, NVIDIA, under a strategic partnership with MediaTek, is set to launch an Arm-based next-generation PC processor in September 2025. According to DigiTimes, this new platform will utilize TSMC's cutting-edge 3nm process and integrate NVIDIA's proprietary CPU/GPU design into an innovative system.

NVIDIA's move goes beyond just announcing new products. Currently, the PC market is dominated by Intel and AMD's x86 architecture, but NVIDIA's entry has the potential to fundamentally disrupt this landscape. Of particular note is the company's overwhelming advantage in the AI server market and the integrated approach leveraging the development experience with Grace CPU.

NVIDIA's market entry strategy is extremely meticulous. Starting with the launch of consumer products in September 2025, they plan to roll out the commercial version in March 2026. This phased approach reflects a cautious attitude of enhancing product completeness while assessing the market response.
Notably, the company chose to collaborate with MediaTek. MediaTek has extensive experience in developing high-performance mobile processors known for the 'Dimensity' series. Through this collaboration, the fusion of NVIDIA's AI and GPU technologies with MediaTek's SoC design capabilities is expected to achieve innovative performance and functionalities that were previously not possible with traditional PC architectures.

If this report becomes a reality, there is no doubt that the PC industry in 2025 will experience significant excitement. While Qualcomm's Snapdragon X Elite, which debuted in 2024, has been gaining attention, the market will enter a new phase of competition as the exclusive position on the Windows on Arm platform comes to an end.

NVIDIA has experience in developing for Windows RT with the Tegra processor in the past, but at that time, due to the immaturity of the market environment, it could not achieve sufficient success. However, the current PC market is increasingly favorable for Arm architecture, with growing demands for AI workloads and energy efficiency. NVIDIA's entry seems to be perfectly timed.

Of particular note is the deployment in the gaming market. NVIDIA has built a strong relationship with game developers over the years and is likely to extend its dominance in the GeForce platform to the new Arm-based platform.
The company's strength lies in its accumulated expertise in optimizing game engines and developing drivers. By leveraging this experience, there is a possibility to provide new gaming experiences utilizing AI while minimizing compatibility issues associated with the transition to Arm architecture.

NVIDIA's recent move could be seen as the beginning of a paradigm shift in the PC industry. By adopting TSMC's 3nm process, it aims to secure a competitive advantage in terms of performance, but it will also face the challenge of rising manufacturing costs.

However, what is more essential is the change in the industry structure that this move brings about. The fusion of AI and gaming, the innovation of energy efficiency, and the creation of a new software ecosystem - with these elements coming together, the PC industry is likely to enter a new phase of development.
The collaboration between NVIDIA and MediaTek holds more significance than just processor development. It represents a new vision for computing in the AI era, and there is no doubt that this move will be a crucial turning point that will determine the direction of the future evolution of the PC industry.