On June 1, 2026, Arm witnessed a remarkable surge of over 10% in its stock price during pre-market trading in the U.S. Prior to this, Microsoft, Nvidia, and Arm collaboratively released a teaser for the ‘New Era of PC,’ along with the venue coordinates for Computex Taipei. The industry is abuzz with anticipation, expecting Nvidia to officially introduce its inaugural consumer-grade Arm-architecture PC SoC chip—the N1/N1X—during its keynote address on June 1. Co-developed by Nvidia and MediaTek, this chip leverages TSMC’s cutting-edge 3-nanometer process technology. It is built on the ARMv9.2 instruction set architecture, incorporates a GPU with Blackwell architecture, and boasts 6,144 CUDA cores. This configuration endows it with graphics processing capabilities on par with a desktop-grade RTX 5070 discrete GPU. Should the integration of AI-grade GPUs, low-power CPUs, and the Windows ecosystem prove successful, it will herald a significant expansion of the AI computing landscape, extending from the cloud to the personal computer endpoint.