英伟达计划进军Arm PC芯片，联想、戴尔或率先采用_老虎社区_美港股上老虎

英伟达计划进军Arm PC芯片，联想、戴尔或率先采用

华尔街见闻01-26

英伟达正计划通过推出基于Arm架构的系统级芯片（SoC），或将进军Windows消费级笔记本电脑市场，外界认为此举意在打破x86架构在该领域的长期垄断，并重塑PC处理器的竞争格局。据The Verge1月26日消息，英伟达计划推出两款SoC型号——N1和N1X。这两款芯片被认为将打破传统的“x86 CPU + 独立GPU”配置模式，转而采用将CPU和GPU集成到单一SoC中的设计方案。这一战略...

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them","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6d1aea560084927f41df663b99a1f0ba","symbols_score_info":{"80992":0.6,"LNVGY":1.88,"NVDY":0.6,"DIPS":0.6,"NVIW.SI":0.6,"3NVD.UK":0.6,"NVDQ":0.6,"00992":1.88,"NVD":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVII":0.6,"NVDG":0.6,"NVDU":0.6,"NVDA":1.96,"NVDW":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVDS":0.6,"NVDX":0.6},"content_text":"英伟达正计划通过推出基于Arm架构的系统级芯片（SoC），或将进军Windows消费级笔记本电脑市场，外界认为此举意在打破x86架构在该领域的长期垄断，并重塑PC处理器的竞争格局。\n据The Verge1月26日消息，英伟达计划推出两款SoC型号——N1和N1X。这两款芯片被认为将打破传统的“x86 CPU + 独立GPU”配置模式，转而采用将CPU和GPU集成到单一SoC中的设计方案。这一战略转变被视为英伟达尝试借鉴苹果在Mac生态系统中利用定制Arm芯片取得的成功，并对英特尔和AMD在Windows笔记本市场的地位形成潜在冲击。\n知情人士向媒体透露，联想和戴尔将成为首批采用该技术的厂商。联想已基于英伟达即将推出的处理器开发了六款笔记本电脑，涵盖主流轻薄本、二合一设备及高性能游戏本，且已建立了受登录保护的内部测试门户。与此同时，戴尔预计最早将于2026年推出搭载N1X芯片的Alienware游戏本及XPS高端笔记本。这些动向表明，英伟达的Arm平台已进入实质性的测试与部署准备阶段。\n市场分析指出，随着苹果在Arm架构上的领先以及高通在Windows on Arm领域的推进，英伟达的加入将进一步推动Windows笔记本CPU选择的多样化。这可能标志着仅由英特尔和AMD x86处理器主导的时代走向终结，PC行业正加速迈向多架构并存的未来。\n联想领跑早期采用，覆盖多条产品线\n据行业消息源透露，联想在英伟达Arm芯片的早期采用中处于领先地位。报告指出，联想已开发了六款基于N1和N1X处理器的笔记本电脑，产品阵容广泛。这包括14英寸和16英寸的IdeaPad Slim 5，15英寸Yoga Pro 7的两个变体，以及一款可转换的Yoga 9二合一设备。\n尤为引人注目的是一款被标记为“Legion 7 15N1X11”的15英寸游戏笔记本。TechNews指出，这表明英伟达并不局限于轻薄本市场，而是拥有将N1X推向高性能消费市场的更广泛野心。此外，联想建立的“Nvidia N1X Portal”进一步证实了该平台已进入内部测试阶段。\n性能对标高端桌面级，戴尔紧随其后\n尽管N1和N1X的完整规格尚未正式披露，但近期的Geekbench泄露数据提供了性能参考。数据显示，N1X可能配备多达20个CPU核心，其GPU的CUDA核心数量可与桌面级RTX 5070相媲美。虽然尚未获得官方证实，但业界普遍认为该架构与英伟达用于DGX Spark迷你AI计算机的GB10 Superchip高度相似。\n除联想外，戴尔也是这一新生态的重要参与者。据媒体了解，戴尔正准备推出搭载英伟达N1X芯片的Alienware游戏笔记本，时间最早可能定在2026年。同时，戴尔的高端产品线XPS（原Dell Premium）也将引入该款芯片。加上联想的产品，目前正在开发的英伟达动力笔记本数量至少达到八款。\n终结x86垄断，迈向多架构未来\n英伟达在Arm架构消费类技术方面并非新手。报告指出，每一台任天堂Switch都运行在英伟达Tegra芯片上，该系列芯片还曾用于初代微软Surface RT，以及英伟达与联发科合作开发的Shield掌机和Shield TV盒子。此次进军PC芯片领域早已被业界期待。\nTechNews强调，随着苹果凭借定制Arm芯片引领Mac生态，高通在Windows on Arm领域逐步获得市场份额，以及据传AMD也在探索Arm处理器选项，英伟达的举动凸显了Windows笔记本CPU选择的日益多元化。这一转变可能会打破英特尔和AMD 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