NVIDIA is proceeding with its plans to introduce ARM-based laptop chips to the consumer market, with initial N1X variants anticipated to launch in devices in the first quarter of 2026. These chips, intended for the Windows on Arm (WoA) platform, are part of NVIDIA's broader strategy to expand its AI ecosystem by providing high-end edge AI computing solutions.
Launch Timelines and Product Generations
Reports from DigiTimes supply chain sources indicate that laptops featuring NVIDIA's N1X chips are expected to debut in the first quarter of 2026. Following this, three additional N1X versions are projected to launch in the second quarter of 2026. Initial expectations for N1/N1X laptops had been earlier, with some prior reports suggesting availability as early as Q2 2024.
Looking further ahead, NVIDIA's roadmap includes the next-generation N2/N2X ARM chips, which are projected for release in consumer products during the third quarter of 2027.
Technological Specifications and Performance
The N1 chip, confirmed by CEO Jensen Huang as the GB10, is currently utilized in the DGX Spark AI supercomputer, which operates on Linux. This chip features a 20-core ARM CPU paired with an NVIDIA Blackwell GPU and offers up to 1,000 TOPS of AI performance. Its CPU performance has been noted to exceed AMD's Strix Halo, and its GPU performance is described as comparable to RTX 5070 levels.
The upcoming ARM chips, including the N1X, are planned to utilize TSMC's 3nm manufacturing process. NVIDIA's significant investment in the AI market suggests that N1X hardware will likely incorporate advanced AI capabilities.
Strategic Context and Market Positioning
NVIDIA's initiative with these ARM-based chips aims to expand its 'AI ecosystem' by offering high-end edge AI computing platforms. These N1X-powered PCs are expected to target the high-end market segment within the Windows on Arm ecosystem, distinguishing them from Qualcomm's Snapdragon X chips, which have also entered the market. The introduction of NVIDIA chips is anticipated to increase competition within this platform.
Previous consumer chip plans from NVIDIA reportedly experienced delays. Factors cited for these delays have included the developing Windows on Arm ecosystem, Microsoft OS timelines, NVIDIA chip redesigns, global economic conditions, and potential U.S. tariffs.
Retail Strategy
NVIDIA's retail strategy for these chips involves providing reference designs to Original Equipment Manufacturers (OEMs). The company plans to categorize vendors as either 'approved' (AVL) or 'recommended' (RVL). RVL partners may be afforded flexibility to adjust chip specifications to meet their product requirements.