NVIDIA is rumored to be developing a next-generation “AI PC” system-on-chip (SOC) that will include Arm-based Blackhawk CPUs, Blackwell RTX GPUs, and LPDDR6 memory. This move could potentially shake up the AI PC market and open new opportunities for consoles. The details come from @XpeaGPU, who has previously hinted at a portable and console SOC from NVIDIA. The use of next-gen IPs in a single package aligns with modern PC design trends seen in companies like Apple and Intel.
The next-gen SOC from NVIDIA is expected to leverage a 3nm process node and advanced packaging technology to combine Arm-based Cortex X5 BlackHawk CPU cores with Blackwell RTX GPU cores. NVIDIA’s partnership with MediaTek may also play a role in the development of these SOCs. The use of Blackwell RTX GPUs is supported by MediaTek’s previous integration of RTX and AI GPU IP into their Dimensity SOCs. LPDDR6 memory is also expected to be included in the NVIDIA SOCs, offering speeds up to 14,400 MT/s.
NVIDIA CEO Jensen Huang has expressed interest in the potential of Microsoft’s Copilot+ PCs, which are compatible with ARM and Qualcomm Snapdragon platforms. This has motivated NVIDIA to explore opportunities in the customer segment. While the final design and specifications of NVIDIA’s “AI PC” SOC are not yet confirmed, the company’s track record in combining high-end GPU architectures with ARM CPUs (such as with the Grace data center CPU) suggests a promising future for client-side innovations.
Overall, NVIDIA’s foray into the AI PC market with its next-gen SOC could bring significant advancements in performance and efficiency. By incorporating cutting-edge technologies like Arm-based CPU cores and RTX GPUs, NVIDIA aims to compete with industry leaders and offer a powerful solution for client PCs and potentially consoles. The development of these SOCs represents a strategic move for NVIDIA to capitalize on the growing demand for AI-driven computing systems.
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