Nvidia (NVDA) Stock Eyes AI PC Market With Microsoft Windows Launch

TLDR

• Nvidia and Microsoft are expected to debut the first Windows PCs powered by Nvidia chips as soon as next week.
• The launch is tied to the Computex trade show in Taiwan and Microsoft’s Build developer conference in San Francisco.
• Microsoft’s Surface brand and Dell are among the first expected to offer Nvidia-powered machines.
• Microsoft is also expected to unveil software letting AI agents run tasks locally on Windows devices.
• NVDA closed down 1.45% on Friday at $211.14.

Nvidia and Microsoft are expected to unveil the first Windows PCs running Nvidia chips as the primary processor as early as next week, according to a report from Axios.

The announcement is expected around two major tech events: the Computex trade show in Taiwan and Microsoft’s Build developer conference in San Francisco.

Microsoft’s Surface line is expected to be among the first devices to feature the Nvidia-powered hardware. Dell is also named as an early partner in the rollout.

NVIDIA Corporation, NVDA

NVDA closed Friday at $211.14, down 1.45% on the day.

Nvidia Steps Into PC Territory

The PC processor market has long been dominated by Intel and AMD, with Qualcomm making inroads more recently through Arm-based chips for Windows laptops.

Nvidia’s entry would add another major rival to a competitive space. Apple’s M-series chips have already set a high bar for battery life and local AI performance in its MacBook lineup.

The reported Nvidia push comes as Microsoft looks for chips that can deliver stronger on-device AI capabilities alongside improved efficiency.

Microsoft is also expected to release software that enables AI agents to run tasks directly on Windows machines, rather than relying on cloud processing.

That detail ties the hardware launch to a broader shift toward local AI computing on laptops and desktops.

What the Numbers Say

Nvidia’s current price of $211.14 sits well below its GF Value estimate of $334.32, suggesting a potential discount of around 36.8%, according to GuruFocus data.

The stock’s P/E ratio stands at 32.33x, well below its five-year median of 60.92x, pointing to a lower valuation relative to its own history.

GuruFocus gives NVDA a GF Score of 96 out of 100, with top marks in profitability, growth, and momentum.

Its financial strength is rated 9 out of 10. The one weaker area is valuation, rated 4 out of 10, with GuruFocus flagging it as a “Possible Value Trap.”

Insider activity over the past three months shows $163.9 million in stock sold by insiders, which is worth keeping on the radar.

Nvidia already holds a dominant position in data center AI accelerators. A move into Windows PCs would open a new front in its hardware business.

The Computex and Build conferences are expected to bring further details on the devices and the software stack behind them.

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