英伟达PC芯片，要来了

Core Viewpoint - NVIDIA is strengthening its data center layout and advancing personal and edge AI computing platforms, with a roadmap from N1 and N1X to the next-generation N2 and N2X series for the AI era [1] Group 1: Product Development and Market Strategy - The N1X architecture-based Windows on Arm (WoA) platform is expected to launch in Q1 2026, targeting the consumer market, with three additional versions set for Q2 2026 [1] - NVIDIA's DGX Spark, the world's smallest AI desktop computer, has been released, while the launch of laptops with N1X/N1 platforms has been delayed to 2026 due to various factors [2][3] - The N1 and N1X platforms are positioned as high-end PC platforms, with N1X offering superior computing capabilities aimed at high-performance AI PCs and professional markets [3] Group 2: Ecosystem and Collaboration - NVIDIA is not replicating Intel's long-standing PCL ecosystem but is instead using its FAE team to create reference design documents for OEMs and ODMs [3] - NVIDIA plans to introduce an AVL (Approved Vendor List) and RVL (Recommended Vendor List) system to accelerate ecosystem development [3] - NVIDIA has invested $5 billion in Intel, with both companies collaborating on server and PC platforms, where Intel will customize x86 processors for NVIDIA's AI infrastructure [4][5]