Nvidia debuts Windows PCs using Nvidia chips as the main processor during the week of June 1, 2026, at Computex in Taiwan and Microsoft's Build conference in San Francisco. Microsoft Surface and Dell will produce the first Nvidia-powered computers. Microsoft repositions Windows for AI after Copilot+ PC setbacks including security concerns over Recall, unveiling software enabling AI agents to run locally on Windows to address computing costs from autonomous agent work.
Nvidia-Microsoft PC partnership
- ▪Nvidia has been working on entering the PC processor business for years
- ▪Nvidia is expected to debut the first Windows computers that use Nvidia chips as the main processor during the week of June 1, 2026
- ▪Nvidia and Microsoft will unveil their joint work and the first computers running Nvidia chips at the Computex trade show in Taiwan and Microsoft's Build developer conference in San Francisco
- ▪Nvidia-powered PCs are expected from Microsoft's Surface brand as well as other computer makers, including Dell
- ▪Pavan Davuluri is head of Windows at Microsoft
- ▪Jensen Huang is CEO of Nvidia
AI PC market strategy
- ▪Microsoft's first AI PC effort, the Copilot+ PC, was marred by a series of setbacks, including a lengthy delay and security concerns over its signature feature, Recall
- ▪Businesses are starting to struggle with massive computing costs that have accompanied the shift from unlimited-use chatbots to agents, which can rack up giant bills as they do their autonomous work
- ▪Microsoft is trying to reposition Windows to take advantage of the massive momentum behind AI
Local AI agent computing
- ▪OpenClaw founder Peter Steinberger is scheduled to host a breakout session at Microsoft's Build developer conference
- ▪Peter Steinberger is employed by OpenAI
- ▪Microsoft has been embracing OpenClaw since earlier in 2026, creating a new team led by veteran coder Omar Shahine
- ▪Microsoft is expected to debut software that makes it easier for people to have AI agents do work locally on their Windows computer
PC chip architecture shift
- ▪Nvidia uses a similar type of chip as Qualcomm rather than the traditional PC chip architecture used by Intel and AMD
- ▪Nvidia got its start making PC graphics chips
- ▪Qualcomm has struggled to grab a significant chunk of the PC market despite offering excellent battery life, in part because developers and businesses didn't see a need to focus scarce resources on a somewhat different version of Windows
- ▪Carolina Milanesi is an analyst at Current Strategies
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