Nvidia’s Computex Keynote: What to Expect from the N1 and N1X ARM Chips

Nvidia CEO Jensen Huang will deliver his Computex keynote tonight at 8 PM PT / 11 PM ET, and the tech world is buzzing about a potential game-changing announcement. The biggest rumor? A deepened partnership with Microsoft that could reshape the Windows-on-ARM landscape.

Sources indicate Microsoft is preparing to unveil a “new era of PC” for its Surface lineup, powered by Nvidia’s rumored N1 and N1X ARM processors. This would mark Nvidia’s second attempt at ARM-based PC chips, following the ill-fated Surface RT in 2012, which used Nvidia’s Tegra silicon and was widely panned as underpowered.

Since then, Qualcomm has dominated high-end Windows-on-ARM devices, while MediaTek captured the budget segment. But that exclusive arrangement may be ending. Social media teasers from Microsoft, Nvidia, and ARM suggest Qualcomm’s exclusive license for Windows 11’s ARM variant has expired, opening the door for Nvidia to compete.

For business leaders, this signals a potential shift in AI-capable laptop hardware. If Nvidia’s N1 series delivers the GPU-accelerated performance its data-center chips are known for, we could see a new class of edge devices capable of running local AI models—a development worth watching closely.

Tune in tonight to see if Huang confirms the N1 and N1X, and how this could affect your infrastructure planning.