AI chip dominator "airdrops" on PC battlefield: The first batch of NVIDIA Corporation (NVDA.US) chips on Windows computers will be launched this week, will the old order of PC chips greet a new pattern?"

Once belonging only to Intel Corporation (INTC.US) and AMD (AMD.US), the PC processor territory is about to welcome a "barbarian" of the AI era. According to reports, NVIDIA Corporation (NVDA.US), famous for driving the AI craze, is about to enter the PC field, teaming up with Microsoft Corporation (MSFT.US) this week to launch the first batch of Windows PCs with NVIDIA Corporation chips as the main processors. This is not only the "second shot" of Microsoft Corporation's AI PC strategy, but may also reshape the landscape of the PC chip industry. This week, two industry events are taking place simultaneously - the Taipei International Computer Show (Computex) and the Microsoft Corporation Build Developer Conference. NVIDIA Corporation and Microsoft Corporation will both make appearances on these two stages, jointly releasing the first batch of Windows PCs equipped with NVIDIA Corporation chips. Microsoft Corporation's first round of AI PC promotion faced setbacks, and NVIDIA Corporation's arrival provides it with a second chance - this time, partnering with the hottest chip manufacturer globally. It is understood that these products include Microsoft Corporation's own Surface devices, as well as models from third-party manufacturers such as Dell Technologies, Inc. Class C. More importantly, Microsoft Corporation also plans to simultaneously release new software, allowing users to more conveniently use AI agents to complete work tasks on their local Windows PCs. Microsoft Corporation's AI PC first battle failed, NVIDIA Corporation "rescues" This is not the first time Microsoft Corporation has bet on AI PCs. The Copilot+ PC launched last year faced a long delay and security controversy over its flagship feature "Recall", with market feedback falling short of expectations. By introducing NVIDIA Corporation this time, Microsoft Corporation gains a "second chance" - and this time, the partner is the undisputed king in the AI chip field. It is worth noting that NVIDIA Corporation is not new to the PC realm. In 2012, it provided chips for the Surface tablets running Windows RT (a simplified version of Windows 8). However, the ecosystem was weak back then and did not cause a stir. Over a decade later, with AI computing power becoming a core selling point of PCs, NVIDIA Corporation's GPUs and Grace-series CPUs hit the mark. NVIDIA Corporation has teased on social media platform X: "A new era for PCs." Microsoft Corporation's Windows Business Lead Pavan Davuluri recently hinted: "Developers have something new...not a new OS, see you at Build next week." From the cloud to the local, AI agents open new windows The deep logic of this collaboration is that AI workloads are migrating from the cloud to local environments. Although most AI work is currently done in the cloud, Microsoft Corporation's strategy to promote localized operations may be gaining new resonance. In the past, enterprises relied on cloud-based conversational AI, while the new generation of "AI agents" can autonomously perform complex tasks, resulting in large computational costs. More and more enterprises are realizing that running some AI tasks on local PCs is both cost-effective and necessary for data security. Microsoft Corporation has keenly captured this change. Since the beginning of this year, Microsoft Corporation has actively embraced the "OpenClaw" framework, forming a new team led by senior programmer Omar Shahine and inviting OpenClaw founder Peter Steinberger (now an OpenAI employee) to host a session at the Build conference. These moves indicate that Microsoft Corporation is turning Windows into a native operating platform for AI agents. Qualcomm unexpectedly benefits, Intel Corporation and AMD may face pressure Analyst Carolina Milanesi told Axios, "From an industry perspective, this is a good thing." She pointed out that although Qualcomm has performed well in PC battery life with Arm architecture chips, it has not managed to obtain significant market share in the PC market for years, due to developers and enterprises being unwilling to invest scarce resources in a "slightly different" version of Windows. NVIDIA Corporation's entry may change this stalemate. It adopts a low-power architecture similar to Qualcomm's, rather than the traditional x86 architecture of Intel Corporation and AMD. Once NVIDIA Corporation successfully promotes ecosystem development, Qualcomm may also benefit - more developers will be willing to optimize software for such platforms. As for Intel Corporation and AMD, they may face a double squeeze: on one hand, Apple Inc.'s Mac has fully switched to self-developed Arm chips, and on the other hand, the Windows camp is starting to lean towards Arm. If they do not accelerate the iteration of AI processors, their market share may face long-term erosion. Opportunities and challenges Milanesi believes that for NVIDIA Corporation, getting the new processors into data centers is a bigger opportunity, but the PC market is a good supplement. Currently, NVIDIA Corporation's Grace series has established a foothold in the server market. Bringing it down to PCs will help spread the R&D costs and cultivate developer ecosystems early on, paving the way for broader applications. However, challenges are also apparent: the software compatibility of Windows on Arm is still a weakness. Microsoft Corporation needs to present practical solutions at the Build conference - whether more efficient emulators or pushing mainstream applications for native adaptation - otherwise, users will remain cautious. This release may only be a "tentative bombardment" on the border of Intel Corporation and AMD's territory. But the signal it sends is clear enough: AI is redefining personal computers, and NVIDIA Corporation does not want to miss out on this era.