Dell CEO Speaks Out: NVIDIA to Develop Arm-based CPU Chip by 2025, Possible Collaboration with Intel

There have been rumors circulating in various media outlets that NVIDIA is gearing up to enter the PC chip market after the expiration of the Qualcomm-Microsoft exclusivity deal this year. NVIDIA has previously ventured into making chips for mobile devices, such as the Tegra line used in the Nintendo Switch, and has its own Grace CPU for server workloads. Speculation suggests that NVIDIA may utilize the new Arm Cortex-X5 core in their upcoming “Blackhawk” chip, expected to be announced soon, boasting performance improvements over the Cortex-X4, paired with their latest GPU architecture, Blackwell (currently not available for the consumer market).

A significant piece of evidence in this matter is Jensen Huang, NVIDIA’s CEO, who recently appeared at a Dell event and hinted at the possibility of entering the AI PC market when asked by Bloomberg. In the same interview, Michael Dell hinted that NVIDIA is set to make a comeback next year in the Windows ARM segment, directly competing with Qualcomm with new SoCs potentially manufactured by TSMC using the N3P process, featuring the Cortex X5 BlackHawk CPU cluster, Blackwell GPU, and LPDDR6 memory integration. Additionally, Microsoft is reportedly transitioning their AI technologies on Windows 11 to NVIDIA hardware.

Another point of contention surrounds the manufacturing partner for these chips, with conflicting reports suggesting it could be either TSMC or a new rumor indicating Intel could take on the production for NVIDIA using their Intel 3 process. In a speculative scenario proposed by PC Gamer, it’s suggested that both TSMC and Intel could be involved in the production process, with TSMC manufacturing the GPU and Intel producing the CPU, integrated using Intel’s Foveros Direct 3D technology.

Source: The Register, PC Gamer

TLDR: NVIDIA is rumored to be preparing to enter the PC chip market with a new “Blackhawk” chip featuring the Arm Cortex-X5 core and Blackwell GPU architecture, potentially manufactured by TSMC and Intel using advanced packaging technology. Jensen Huang hinted at the company’s interest in the AI PC market, with Michael Dell confirming NVIDIA’s return next year to compete with Qualcomm in the Windows ARM arena.