Nvidia Stock: ARM CPUs to Challenge Market Leaders by 2025

Nvidia continues to strengthen its dominance in the AI sector while simultaneously preparing for a bold expansion into new territory. The tech giant's remarkable success, driven by ongoing AI enthusiasm and its innovative Blackwell chip, positions it favorably in a market projected to reach $1.3 trillion by 2032. This growth trajectory is particularly significant as the company prepares to diversify its portfolio beyond its traditional GPU stronghold.

Strategic Market Expansion

In a move that could reshape the PC processor landscape, Nvidia plans to enter the CPU market with custom-designed ARM processors for Windows systems in 2025. The official announcement is expected in September 2025, with market availability slated for March 2026. Targeting the premium and gaming segments, this initiative directly challenges established processor manufacturers' dominance. While software compatibility with the ARM architecture presents a notable hurdle, Nvidia's robust market position and technological expertise from its AI server and discrete GPU experience could provide the company with a significant competitive advantage.