Taipei (AFP) – Laptop chipmakers such as Intel and AMD should be worried about their new rival Nvidia, experts say, after the US hardware titan announced Monday a push into the personal computer market.
Issued on: 01/06/2026 - 15:42
3 min Reading time
But despite Nvidia boss Jensen Huang's assertion that homes will soon contain AI supercomputers, the race is still on to develop an ubiquitous, one-size-fits-all intelligent device.Huang vowed to "reinvent the PC" with Nvidia's powerful chip for Windows machines, calling it "as big of a deal as the reinvention of the phone into what we now know as the smartphone".Lian Jye Su, a chief analyst at Omdia, told AFP that "legacy" laptop chip makers were now facing a challenge from Nvidia laptops optimised for AI."Both Intel and AMD are ready hardware-wise, but the question is software -- and creating the right type of device that can match consumer expectations," he said.Nvidia is the world's most valuable company thanks to a construction boom of AI data centres packed with its advanced chips.Zhibin Xiao, CEO of the US company ZFlow AI, said in Taipei -- where major industry show Computex takes place this week -- that Nvidia bringing its AI prowess to laptops was a "game changer"."There will be more people working on AI agents," and then "once you have developers, then you have more applications, and then people will buy the AI PC as a consumer", he said.Others gave similar assessments, although Al Benzoni of Aperion Technologies said he would wait before buying one of the new Nvidia-powered Windows PCs, available later this year."I wouldn't want to be the first guinea pig," as "it's not so easy to have everything just smooth" like Apple has managed to do with its laptops.Next big thingCreating the world's next big gadget -- whether static, handheld, or wearable like earbuds, pendants and brooches -- is something of a holy grail for AI companies."It could be PC, but we are also looking at AI glasses," although neither can be seen as a killer device in the industry at this point, Omdia's Su said."There was a point where even an AI PC was not a convincing pitch," but the sudden popularity of agent tool OpenClaw has changed that, he added.
