The most important product of this CES? NVIDIA's "first PC"
The AI supercomputer Project Digits' compact size and desktop positioning suggest that this is likely NVIDIA's trial entry into the PC market. Analysts also indicate that NVIDIA is expected to challenge Intel and AMD's dominance in the PC processor field in the future
NVIDIA is preparing to enter the PC market, causing its big brothers Intel and AMD to tremble.
At the recently concluded CES 2025 Consumer Electronics Show, NVIDIA announced a series of important products, among which the most notable is Project Digits— this AI supercomputer may imply NVIDIA's ambition to officially enter the PC market.
Considering NVIDIA's conquest of the AI data center market over the past two years through outstanding design and performance, the industry generally believes that NVIDIA has the capability to achieve similar success in the computer market. Analysts also stated that NVIDIA is expected to challenge Intel and AMD's dominance in the PC processor field in the future.
Project Digits is NVIDIA's first desktop product, utilizing the latest GB10 Grace Blackwell super chip, which integrates an Arm architecture-based CPU and GPU, providing AI computing performance of up to 1 petaflop (10 quadrillion floating-point operations per second).
NVIDIA announced that Project Digits is scheduled to launch in May this year, with a starting price of $3,000.
Although Digits seems to be a niche product primarily aimed at high-end engineers, analysts believe that Project Digits compact size and desktop positioning suggest that this is likely NVIDIA's trial entry into the PC market.
More notably, Project Digits utilizes low-power chip technology from Taiwan's MediaTek, laying the foundation for NVIDIA's future development of consumer-grade laptop processors.
Moreover, during the Q&A session at the exhibition, Jensen Huang hinted that NVIDIA indeed has plans to enter the PC market—when directly asked whether they would enter the PC market, Jensen Huang avoided answering but stated, "Clearly, we have plans."
Additionally, analysts pointed out that from a financial perspective, the PC market holds significant appeal for NVIDIA. According to FactSet data, analysts expect Intel's client computing business revenue to reach $30 billion in 2024, while AMD's revenue in the client sector is projected to be $6.7 billion. In contrast, NVIDIA's total revenue for the 12 months ending January 2025 is expected to be $129 billion—clearly, entering the PC market could bring NVIDIA hundreds of billions of dollars in potential new revenue