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去年就预见到了，没想到过了一年了才放出消息[白眼] [吃瓜]

英伟达计划推出基于Arm架构的SoC芯片，

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。

英伟达计划进军Arm PC芯片，联想、戴尔或率先采用

英伟达计划推出基于Arm架构的SoC芯片，布局Windows消费级笔记本市场，被外界视为对x86架构主导地位的挑战。其N1和N1X两款芯片采用CPU与GPU集成设计，其中联想相关产品已进入内部测试和部署准备阶段，戴尔等厂商亦在推进产品规划，或将加剧PC处理器市场的多架构竞争。

英伟达计划进军Arm PC芯片，联想、戴尔或率先采用

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href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;</p>\n<p></p>\n<p></p></body></html>","htmlText":"<html><head></head><body><p>去年就预见到了，没想到过了一年了才放出消息<span>[白眼]&nbsp;</span>&nbsp;<span>[吃瓜]&nbsp;</span>&nbsp;</p>\n<p>英伟达计划推出基于Arm架构的SoC芯片，</p>\n<p>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。</p>\n<p><br></p>\n<p><a href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;</p>\n<p></p>\n<p></p></body></html>","text":"去年就预见到了，没想到过了一年了才放出消息[白眼] [吃瓜] 英伟达计划推出基于Arm架构的SoC芯片， 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。 $ARM Holdings(ARM)$ 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href=\"https://laohu8.com/S/ARM\">Arm</a>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<strong>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。</strong></p>\n<p>据The Verge1月26日消息，<strong>英伟达计划推出两款SoC型号——N1和N1X。</strong>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<a href=\"https://laohu8.com/S/AAPL\">苹果</a>在Mac生态系统中利用定制Arm芯片取得的成功，并对<a href=\"https://laohu8.com/S/INTC\">英特尔</a>和<a href=\"https://laohu8.com/S/AMD\">AMD</a>在Windows笔记本市场的地位形成潜在冲击。</p>\n<p>知情人士向媒体透露，<a href=\"https://laohu8.com/S/00992\">联想</a>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。<strong>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。</strong></p>\n<p>市场分析指出，随着苹果在Arm架构上的领先以及<a href=\"https://laohu8.com/S/QCOM\">高通</a>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。<strong>这可能标志着仅由英特尔和AMD 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href=\"https://wallstreetcn.com/articles/3764162\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"80992":"联想集团-R","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY 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(USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SG9999002232.USD":"Allianz Global High Payout USD","NVIW.SI":"NVDA 3xLongSG261006","SG9999002224.SGD":"Allianz Global High Payout SGD"},"source_url":"https://wallstreetcn.com/articles/3764162","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2606218931","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 x86处理器的长期主导地位，开启一个多架构竞争的新时代。","news_type":1,"symbols_score_info":{"80992":0.6,"NVDD":0.6,"00992":1.88,"NVIW.SI":0.6,"LNVGY":1.88,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDS.UK":0.6,"NVII":0.6,"NVDA":1.96,"NVDG":0.6,"NVDW":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVDY":0.6,"DIPS":0.6,"3NVD.UK":0.6,"NVDS":0.6,"NVDQ":0.6}},"isVote":1,"tweetType":1,"viewCount":895,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","ARM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":191,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}