At the recent Dell World Conference in Las Vegas, Michael Dell, CEO of Dell Computers, and Jensen Huang, President of NVIDIA, hinted at a potential collaboration on AI PCs, potentially slated for release in 2025.
Rumours have been circulating about NVIDIA’s partnership with semiconductor company MediaTek to develop a CPU capable of running Windows on ARM-based chips. Traditionally used in mobile devices, ARM chips can also enhance desktop efficiency. Previously, there were speculations that NVIDIA and MediaTek might create an NVIDIA-based mobile gaming system. However, NVIDIA confirmed that their collaboration with MediaTek is focused solely on devices for automobile cockpits.
During a joint interview initially centred on AI factories, Dell and Huang appeared to suggest a future joint effort on AI PCs. When a Bloomberg reporter inquired about NVIDIA’s role in AI PCs, Dell cryptically responded, “Come back next year.” Huang echoed this with “Exactly,” further elaborating that NVIDIA GPUs in data centres share the same cores and AI technology as their other products.
The implication is that NVIDIA’s existing AI capabilities, already enhancing various processes, could be extended to AI PCs through collaboration with MediaTek and Dell. Although Huang did not explicitly confirm efforts to integrate CPUs and GPUs on a single chip for AI PCs, he did emphasize NVIDIA’s support for all chip architectures, including x86 and ARM.
This news emerges as Microsoft introduces its Copilot+ PCs, integrating Microsoft’s Copilot AI. Microsoft claims these are “the fastest, most intelligent Windows PCs ever built,” featuring ARM-based products and a Neural Processing Unit that purportedly outperforms Apple’s MacBook Air 15″ by up to 58% in sustained multithreaded performance. The Copilot+ PCs are designed to offer a range of AI-enhanced experiences, including a feature called Recall, which can recover and remember anything displayed on-screen, aiding users in locating tools or files.
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However, Microsoft’s Recall feature has raised concerns among users wary of continuous on-screen activity recording. With public opinion on AI remaining mixed, the potential contributions of NVIDIA and Dell to the AI PC market, and possibly the gaming sector, are yet to be seen.
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