In the early morning of June 2, 2026 Beijing time, US tech giant NVIDIA officially announced its official entry into the global PC processor market, breaking the long-term duopoly of Intel and AMD in the consumer PC chip field. This strategic cross-border layout marks a revolutionary reshaping of the traditional PC hardware industry pattern. Different from traditional PC processors that focus on basic computing performance, NVIDIA’s new PC chip products are built based on mature ARM architecture and accumulated AI computing technology. The new products are tailored for thin-and-light laptops and high-performance gaming notebooks, focusing on three core advantages: powerful AI intelligent computing power, ultra-low power consumption and extreme comprehensive performance. With the rapid popularization of AI PCs, consumers’ demand for local AI computing capability of personal terminals has increased sharply. Traditional PC processors dominated by X86 architecture can no longer meet the needs of intelligent office, AI creation and local large model operation. NVIDIA’s entry accurately captures the industry pain points and market incremental demand. Affected by the positive news, NVIDIA’s US stock price surged more than 6% intraday, hitting a new all-time high, becoming the core driving force for the Nasdaq index to refresh its historical record. Industry institutions believe that NVIDIA’s entry will trigger a comprehensive technological upgrade of the global PC industry. In the future, the global PC market competition will shift from single hardware performance competition to AI computing capability competition. The new pattern of three-power confrontation among NVIDIA, Intel and AMD will accelerate industrial innovation and iteration, bringing new development opportunities for the entire PC industrial chain.