Nvidia Corp. (NASDAQ:NVDA) upcoming N1X processor could ship in roughly 10 million devices over the next two years, but analyst Ming-Chi Kuo says the success of AI PCs will depend more on Microsoft Corp.'s (NASDAQ:MSFT) Windows than on Nvidia’s hardware.
N1X Processor To Create A Niche Market, Says Kuo
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The N1X processor is expected to create a niche market, focusing on users who need advanced AI compute directly on their devices. However, the success of these shipments will largely depend on pricing and the ability of Windows to support applications that fully utilize on-device AI capabilities.
Currently, AI computing on PCs, whether Windows or Mac, primarily relies on cloud-based services. The N1X could give AI power users another option for running models locally, though Kuo cautioned that hardware alone is unlikely to drive a broader PC upgrade cycle, Kuo said in a post on X.
