NVIDIA notebook CPU was postponed due to unexpected changes. Three reasons were exposed: Microsoft will also take the blame.

The AI ​​PC processor based on Arm architecture developed by NVIDIA and MediaTek was originally planned to be launched in the third quarter of 2025.However, the supply chain recently revealed that the release of this processor has been postponed to the first quarter of 2026.As for the reason for the delay, it is reported that there are three main reasons for the delay. The first is NVIDIA's ongoing chip revisions, which may require a redesign of the chip.

In addition, Microsoft's operating system roadmap has been delayed, and the development progress of Windows on Arm has not advanced as scheduled, causing the adaptation work of the N1X processor to be affected.

Finally, the weakening of overall notebook market demand also prompted the two companies to re-evaluate their market strategies.

The market had previously speculated that the delay was due to sluggish consumer demand due to inflation and unclear tariff policies, but now it appears that technical and market factors are the main reasons.

NVIDIA's N1X processor is designed to provide powerful AI computing power for high-end consumer and commercial markets. Its AI computing power is expected to reach 180 to 200 TOPS, and the variant targeting consumer needs is called N1C, not N1 as previously generally believed.