A major event in the AI tech circle this week

Recently, Arm, NVIDIA, NVIDIA AI, and Microsoft Windows have, in a rare move, simultaneously posted the exact same "secret code" on social media: "A new era of PC." along with a mysterious set of geographic coordinates: 25.0528, 121.5990. These coordinates point directly to the upcoming NVIDIA GTC conference in Taipei, scheduled to open this week.

For the past few decades, the brains of our computers (CPUs) have been largely dominated by Intel and AMD, known as the x86 architecture. Now, NVIDIA, which made its fortune by building graphics cards (GPUs) and has become a global market capitalization behemoth, is no longer content with just counting money in cloud servers. NVIDIA has once again teamed up with Arm, the dominant base of mobile chips, and brought in Microsoft, the absolute leader in operating systems, to create a custom PC chip specifically designed for running AI—the rumored N1X processor (expected to be announced at the conference on Monday). This essentially packs GPU, CPU, and AI inference capabilities into a single chip, integrating it into the Windows ecosystem.

An AI PC is no longer just about having an extra Copilot button; it's about local models, on-device inference, and low-power computing.

The computing power side of AI has seen significant improvements in the last six months. Next, we need to start gradually focusing on the AI device side. Jensen Huang's AI PC is a signal of this shift.

(Not for investment purposes)

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