Highlights

  • Dell and NVIDIA hinted at a possible collaboration on AI PCs in 2025.
  • NVIDIA has been working with MediaTek on ARM-based chips for desktops that some people think will lead to an NVIDIA-based mobile gaming system.
  • Microsoft's Copilot+ PCs with ARM-based products and Neural Processing Unit could outperform Apple's MacBook Air by up to 58%.

Dell and NVIDIA may be collaborating on AI PCs, and they may be coming in 2025. Michael Dell, CEO of Dell Computers, and Jenson Huang, President of NVIDIA, teased that there may be something in the works at the Dell World Conference in Las Vegas.

Stories have been circulating about NVIDIA working with semiconductor company MediaTek on a CPU that could run Windows on ARM-based chips. An ARM chip is usually used for mobile devices, but can also be used in desktops to increase efficiency. Prior to this there were rumors that NVIDIA was working on components with MediaTek that could possibly result in an NVIDIA-based mobile gaming system. NVIDIA confirmed that while it and MediaTek were working together, it was only on devices for automobile cockpits.

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At the Dell World Conference, during a joint interview originally about AI factories, the heads of NVIDIA and Dell seemed to imply that they would also be working together on an AI PC. When Huang was asked by a Bloomberg reporter where NVIDIA's place was as it pertains to AI PCs, Dell interjected with "Come back next year." Huang followed that remark with "Exactly," before explaining that NVIDIA GPUs used in data centers use the same cores and AI technology as all their other products.

The implication here is that since NVIDIA products already use a bit of AI in their processing and are used to help make existing AI processes more efficient, it wouldn't be a distant leap to assume that NVIDIA, MediaTek, and Dell are working together to build their own highly efficient AI PCs. In between discussing what NVIDIA and AI technology means for gaming, Huang stopped just short of specifying whether their efforts to combine CPUs and GPUs on a single chip board was part of a push toward building AI PCs, but did say that NVIDIA supports all chip architectures and CPUs, including x86 and ARM.

NVIDIA Looking to Microsoft and Copilot

This story comes as Microsoft unveils its Copilot+ PCs, personal computers and tablets with Microsoft's Copilot AI built into them. Microsoft touts them as "the fastest, most intelligent Windows PCs ever built." Their secret lies in the use of ARM-based products and their Neural Processing Unit that Microsoft claims outperforms Apple's MacBook Air 15" by up to 58% in sustained multithreaded performance. This, according to the company, is supposed to power a wide variety of AI-enhanced experiences, including a system known as Recall, which is supposed to be able to look back, recover, and remember anything that appeared on-screen in the event that a user can't remember what tool they were using or where a specific file is.

Microsoft's Recall is already generating concerns from PC users wary of a function that records everything that a user does and whatever appears onscreen. With public sentiment regarding AI still mixed, it remains to be seen what contributions NVIDIA and Dell will bring to the gaming space if that is indeed in the cards for them.