Nvidia launches PC system-on-chips to own every layer of AI stack

Nvidia has introduced system-on-chips (SoCs) for PCs, aiming to dominate the edge AI layer. At Computex, CEO Jensen Huang announced a partnership with Microsoft to reinvent the PC, targeting on-device AI processing. This move shifts AI inference from cloud reliance to local chips in laptops and desktops. Nvidia's SoCs threaten established players like AMD, Intel, and Qualcomm, causing their shares to drop. The strategy signals a bid to control the full AI stack, from data centers to edge devices. With a $5.4 trillion market cap, Nvidia now surpasses all other companies in value, and its stock surged over 6% on the announcement. Analyst Tom Mainelli calls this a strategic move to own every component of AI infrastructure.