(Exclusive) NVIDIA N1X/N1 WoA Laptop Finally Launches! 2nd Generation Product Blueprint Revealed NVIDIA is strengthening its data center layout and advancing personal and edge AI computing platforms, outlining the evolution of the AI era from N1 and N1X to the next-generation N2 and N2X series. According to supply chain companies, based on NVIDIA's latest technology blueprint, Windows on Arm (WoA) platform NB models adopting N1X are scheduled to debut in the first quarter of 2026, initially targeting the consumer market, with the other three versions going on sale in the second quarter, and the next-generation N2 series expected to take over in the third quarter of 2027. NVIDIA is jumping into the PC battlefield leveraging its AI advantage, putting pressure on the x86 duo Intel and AMD. Currently, NVIDIA has only released the DGX Spark equipped with N1X, which is called the world's smallest AI desktop computer (DT). The laptops equipped with the N1X/N1 platform were originally planned to appear in mid-2025, but they still did not show up at CES 2026 in early January. In recent years, NVIDIA has been aggressively vying for a share of the AI PC market, releasing the N1/N1X series for desktops and laptops. This marks NVIDIA's renewed leadership in the WoA camp to challenge Intel and AMD's dominance in the PC space. After a delay of several months, NVIDIA began shipping the DGX Spark in October 2025, featuring the N1X platform with the GB10 superchip, ConnectX-7 200 Gb/s networking, NVLink-C2C technology, and 128GB unified system memory. With NVIDIA's backing, brands including Acer, Asus, Dell, Gigabyte, HP, Lenovo, and MSI have successively launched their own DGX Spark systems. The desktop models have received positive reviews upon launch, but new laptop models have been slow to materialize. It is reported that NVIDIA originally planned to release N1X and N1 platform laptops at COMPUTEX 2025, with an intended September launch, but it was ultimately delayed until 2026. Supply chain sources indicate that the delay was due to factors including Microsoft's OS schedule postponement, NVIDIA's chip revisions, and an assessment of the overall laptop market conditions affected by external political and economic factors impacting demand. Now, despite memory shortages and price hikes, NVIDIA has decided to charge back into the laptop battlefield. Industry insiders point out that NVIDIA's N1 and N1X are both positioned as high-end PC platforms, with N1X offering higher computing power compared to N1, including more CPU cores, GPU units, and larger memory configurations, targeting high-performance AI PCs and professional markets. Although the two platforms have specification differences, NVIDIA has not deliberately made a clear distinction, positioning them collectively as "high-end AI computing platforms." Unlike Intel's long-standing maintenance of the PCL (Platform Component List) system ecosystem, NVIDIA, due to resource considerations, has not replicated the same model. Instead, its internal FAE team leads reference design documentation to assist OEMs and ODMs in adopting the platform. Additionally, as the next-generation platform advances, NVIDIA has planned to introduce the AVL (Approved Vendor List) and RVL (Recommended Vendor List) systems. The former is a list of suppliers that have passed NVIDIA's full validation, while the latter is a recommended list of suppliers that meet specifications but have not undergone full validation, thereby accelerating the ecosystem formation. In terms of product timelines, NVIDIA has also released plans for the next generation. DGX Spark models using N2X are expected to debut as early as the fourth quarter of 2027, while WoA platform N2 models could launch as early as the third quarter of 2027. Supply chain sources note that the DGX Spark, with its desktop design, can provide 1 petaflop of AI performance, enabling developers to perform inference on 200 billion-parameter models locally and fine-tune AI models up to 700 billion parameters. It also supports AI agents and a full software stack, with market acceptance exceeding expectations. Notably, NVIDIA invested $5 billion in Intel, and both parties have stated they will collaborate on server and PC platforms. ...