
Nvidia N1X ARM CPU is reportedly delayed until late 2026 — here's what we know
The custom Arm CPU is now being pushed back until late 2026, according to tech site SemiAccurate. Sources state that the chip has been hit with problems that require engineers to make design changes to the silicon, with the report calling it another "whoopsie."
The Arm-based laptop chip was initially expected to be revealed back at Computex 2025, but clearly, Nvidia wasn't ready to announce its all-new CPU for gaming laptops, and it won't be for some time, according to the report.
Apparently, this is one of several delays, with Nvidia facing problems that caused a roadblock in the CPU arriving in early 2026. While this was reportedly handled, the new N1X chip is now rumored to be suffering from another hurdle.
Now, Nvidia did officially announce that a new Arm-based CPU is in the works, and would be arriving in a "one-year rhythm." However, with the reported issues, this may not fall in line with CEO Jensen Huang's roadmap.
The report doesn't state the specific problem with the chip, just that it's causing a delay in production. If accurate, it could be another year until we see Nvidia's custom CPU — likely closer to CES 2027.
Recent reports have detailed that Nvidia's Arm-based CPU delivers the same performance as an RTX 4070-equipped laptop, with the benchmarks indicating it could be launching in late 2025 or early 2026. Now, this may not be the case, but it does leave room for possible improvements.
Get instant access to breaking news, the hottest reviews, great deals and helpful tips.
Rumor has it that the Arm-based chip will use a Blackwell-based GPU, with a smaller GB10 Blackwell chip for laptops or a GB206 model as seen in RTX 5060 Ti or RTX 5060 graphics cards. It's also believed to use 65W power to match the performance of a 120W RTX 4070 laptop GPU, which is already impressive, while other leaks suggest the chip would offer a TDP (Thermal Design Power) of 80W to 120W.
This would give gaming laptops more ultraportable designs, with better power efficiency that could translate to improved battery life (something even the best gaming laptops today struggle with). But with this delay, perhaps Nvidia has time to refine its custom CPU, giving it even greater power gains to match current and upcoming chips.
But if the delay is accurate, it also gives time for Nvidia's competition to bolster its offerings. For one, the AMD Strix Halo APU already delivers close to RTX 4060 desktop GPU power, and Qualcomm's Snapdragon X2 Series chip is set to arrive soon.
Only time will tell when we see Nvidia's N1X Arm-based CPU arrive, but in the meantime, we'll be enjoying what its RTX 50-series GPUs have to offer.
Follow Tom's Guide on Google News to get our up-to-date news, how-tos, and reviews in your feeds. Make sure to click the Follow button.

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles


Entrepreneur
a minute ago
- Entrepreneur
Inflection Point Ventures Launches USD 110 Million Angel Fund 'IPV International' via GIFT City
While the fund is sector-agnostic, it will maintain a focus on select high-growth areas You're reading Entrepreneur India, an international franchise of Entrepreneur Media. Inflection Point Ventures (IPV), an Indian angel investment platform, has launched a new international fund, IPV International, with a total corpus of USD 110 million. The fund, registered as a Category I Angel Fund under GIFT City's International Financial Services Centres Authority (IFSCA), is now operational and marks a step toward broadening cross-border investment access for both domestic and international investors. The first close of the fund took place in April 2025. IPV International has already made its first investment in Singapore-based Cellivate Technologies, a deeptech startup developing a scalable, ethical alternative to fetal bovine serum for use in biotech and pharmaceutical research. While the fund is sector-agnostic, it will maintain a focus on select high-growth areas. Ticket sizes for investments range from USD 100,000 to USD1 million, targeting early to pre-Series A-stage startups. The fund has secured the necessary registration and fund management licenses from IFSCA, enabling full operation within GIFT City's regulatory framework. One key feature of IPV International is its structure, which enables participation from non-resident Indians (NRIs), overseas citizens of India (OCIs), and foreign nationals without requiring Indian tax filings, provided their only India-sourced income is from GIFT City. The fund also eases regulatory barriers for Indian residents looking to invest in foreign startups by bypassing some of the complexities associated with ODI and SEBI approvals. According to IPV, the fund intends to use GIFT City's platform to tap into cross-border opportunities and engage more directly with international startup ecosystems. The framework allows for a unified regulatory regime that aims to be more flexible and innovation-oriented compared to domestic structures. The launch of IPV International follows IPV's six-year track record of startup investments, including over 220 portfolio companies and 50 exits. IPV also operates Physis Capital, a USD 50 million Category II VC fund focused on growth-stage startups. As cross-border capital flows become more central to the global startup ecosystem, IPV International's launch reflects a growing trend among Indian investment platforms to leverage GIFT City's infrastructure for international outreach, investor diversification, and regulatory efficiency.
Yahoo
30 minutes ago
- Yahoo
Meet the Unstoppable Stock That Could Join Nvidia, Microsoft, and Apple in the $3 Trillion Club
Key Points Nine American companies are currently worth $1 trillion or more, but just three have graduated into the $3 trillion club. Alphabet owns businesses like Google Search and Google Cloud, where revenue growth is currently accelerating thanks to artificial intelligence (AI). Alphabet stock is trading at a very attractive valuation, which sets the stage for a potential move into the $3 trillion club. 10 stocks we like better than Alphabet › The U.S. is home to nine companies with market capitalizations of $1 trillion or more, but only three have surpassed the ultra-exclusive $3 trillion milestone: Nvidia: $4.2 trillion Microsoft: $3.8 trillion Apple: $3.2 trillion I think another might be set to join them. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is the parent company of Google, and it's fast becoming a leader in the artificial intelligence (AI) race. The company had a market capitalization of $2.3 trillion as of market close on July 25, but its recent financial results and the valuation of its stock might support a move into the $3 trillion club in the near future. If Alphabet does cross the exclusive milestone, investors who buy its stock today could earn a return of over 30%. AI is reshaping Google Search Google Search is Alphabet's most important business, because it consistently represents more than half of the tech conglomerate's total revenue. A few years ago, investors were worried AI chatbots like OpenAI's ChatGPT would filter traffic away from Google Search, hampering its ability to generate revenue through advertising. But it seems those concerns were overblown. Google Search generated a record $54.2 billion in revenue during the second quarter of 2025 (ended June 30), which was up 11.7% compared to the year-ago period. That marked an acceleration from its first-quarter growth of 9.8%, which suggests the search business is gathering momentum. AI is a big reason why. Alphabet developed its own family of large language models (LLMs) called Gemini, and it used them to create a new Google Search feature called AI Overviews. They use text, images, and links to third-party sources to craft complete responses to queries, saving users from having to sift through web pages to find the information they need. This creates a far more convenient experience. Alphabet said 2 billion people were using AI Overviews every month during the second quarter, and since they monetize at the same rate as traditional Google Search results, they aren't cannibalizing the company's core business. Overviews are also driving higher Google Search usage, because they encourage users to refine their queries to generate the most accurate outputs. Alphabet also launched a stand-alone AI chatbot called Gemini to capture traffic from users who prefer to seek information that way. Moreover, the company just rolled out "AI Mode" for Google Search, which introduces a chatbot-style interface to the traditional search experience. Alphabet hopes these tools will keep users within Google's ecosystem, and stop them from experimenting with the competition. Google Cloud revenue growth is also accelerating Google Cloud is consistently Alphabet's fastest-growing business, and the second quarter was no exception. The segment generated a record $13.6 billion in revenue, which was up by a whopping 32% year over year. That marked an acceleration from the first quarter, when revenue grew by 28%. AI is driving that momentum. Google Cloud operates industry-leading data centers fitted with powerful AI graphics processors (GPUs) from Nvidia, and also tensor processors (TPUs), which it designed in-house. This optionality makes the Google Cloud platform attractive to AI developers of all sizes, which is why nearly all AI unicorns (AI start-ups worth $1 billion or more) are using it. Google Cloud also offers access to hundreds of ready-made LLMs, including Gemini, which developers can use to create AI software much faster than if they had to train their own models from scratch. Alphabet said more than 85,000 enterprises are now building AI applications with Gemini models, resulting in a staggering year-over-year increase in usage of 35 times during the second quarter. Alphabet CFO Anat Ashkenazi said Google Cloud's order backlog soared 38% year over year to a whopping $106 billion, which means demand for computing capacity continues to outstrip supply. To convert that backlog into revenue, the company needs to build more data centers, which is why it just increased its capital expenditures (capex) forecast for 2025 to $85 billion, from $75 billion previously. Alphabet's (mathematical) path to the $3 trillion club Alphabet's earnings per share (EPS) climbed by 22% year over year in the second quarter to come in at $2.31. The company's trailing-12-month EPS now stands at $9.39, which places its stock at a price-to-earnings (P/E) ratio of 20.6. That's a steep discount to the Nasdaq-100 technology index, which hosts all of Alphabet's big-tech peers, and trades at a P/E ratio of 32.5. It also makes Alphabet the cheapest stock in the "Magnificent Seven," a group of tech giants leading the way in different segments of the AI race. Alphabet stock would have to soar by 83% just to trade in line with the median P/E ratio of the Magnificent Seven stocks (37.8), which would catapult its market cap to $4.2 trillion. Even if its stock climbed by 58% so its P/E matched that of the Nasdaq-100, it would still be enough to push the company's valuation way above $3 trillion. One thing suppressing Alphabet's P/E ratio right now is the ongoing legal battle with the U.S. Department of Justice (DOJ). The agency won a lawsuit last year that determined Alphabet used monopolistic practices to protect its market share in the internet search industry. For example, the company was paying Apple handsome annual fees to make Google the default search engine on devices like the iPhone, making it nearly impossible for competitors to make inroads. A judge is expected to hand down Alphabet's punishment in August. It could be a simple financial penalty, or the company might be forced to sell parts of its business to level the competitive playing field. Any remedy that diminishes the dominance of Google Search could harm Alphabet's earnings potential, which is why investors are tentative. However, there is likely to be a lengthy appeals process, which could tie the matter up in court for several more years. In the here-and-now, I think Alphabet stock is a bargain based on its incredible progress in the AI space alone, especially as it relates to Google Cloud, which isn't facing regulatory scrutiny right now. As a result, I think Alphabet has a pathway to the $3 trillion club in the next year or so, irrespective of the legal overhang. Should you buy stock in Alphabet right now? Before you buy stock in Alphabet, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Alphabet wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $630,291!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,075,791!* Now, it's worth noting Stock Advisor's total average return is 1,039% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Meet the Unstoppable Stock That Could Join Nvidia, Microsoft, and Apple in the $3 Trillion Club was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30 minutes ago
- Yahoo
Microsoft poised for $4 trillion valuation after solid results
(Reuters) -Microsoft is set to soar past $4 trillion in market valuation for the first time on Thursday, as a burst of investor confidence in its booming Azure cloud division helps the tech behemoth become the second company after Nvidia to surpass the milestone. The software company forecast a record $30 billion in capital spending for the current fiscal first quarter and reported booming sales in its Azure cloud computing business on Wednesday. Shares of Microsoft were up 8.6% at $557.34 in early premarket trading, valuing it at $4.14 trillion. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data