Nvidia to debut first Windows PCs powered by its chips next week

Nvidia is expected next week to debut the first Windows computers that use its chips as the main processor, sources confirmed to Axios.

Nvidia and Microsoft will unveil their joint work 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 from Microsoft's Surface brand and other computer makers including Dell, sources said.

Microsoft is also expected to debut software that makes it easier for people to have AI agents 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.

Nvidia teased the announcement in a Friday post on X pointing to coordinates that match a location in Taiwan. Windows head Pavan Davuluri posted on X: "Something new is coming for developers... See you at Build next week!"

The move comes as Microsoft is trying to reposition Windows to take advantage of AI momentum. Microsoft's first AI PC effort, the Copilot+ PC, was marred by a series of setbacks including a lengthy delay and security concerns over its signature Recall feature.

"From an industry perspective, it's a good thing," Carolina Milanesi, an analyst at Current Strategies, told Axios. Milanesi said 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.