Before I explore where this all could go, let me run down what we know so far. First and foremost, while we don’t know for sure if we’ll see an N1 chip at Computex, we do know they exist – Nvidia CEO Jensen Huang already confirmed the company has been working on something called the N1 chip for some time. We first got wind of it back in 2024 with reports that MediaTek was considering partnering with Nvidia to make Arm-based chips. At CES the following year Nvidia revealed a new AI-focused DGX Spark mini PC powered by its new GB10 Superchip (basically an Nvidia GPU sandwiched together with a 2
Nvidia’s N1X could be the jolt Windows laptops need — with one big catch… So far the rumors suggest the N1X could be equipped with a 20-core CPU developed in conjunction with MediaTek, an onboard Blackwell GPU sporting 6,144 CUDA cores the same amount you find on an Nvidia RTX 5070 GPU and support for up to 128 GB of LPDDR5X memory in a unified architecture that makes it… …
… Major customers Apple and Qualcomm were not among them, though Nvidia was. Arm has been rumored to move into the silicon space for some time. Arm's partnership with Nvidia, the N1/N1X, is also expected to take place this year. …
… I don’t anticipate a value apocalypse yet, in part due to Apple. …
… Apple seems to be done with its Vision Pro headset. …