"Reinventing the computer": Nvidia unveiled a line of processors for PCs
A major beneficiary of the neural network boom has joined the fray for the consumer device market, where AI services have begun to move in
Nvidia CEO Jensen Huang unveiled Nvidia's first hybrid laptop chip at a conference in Taiwan / Photo: Nvidia
Nvidia announced RTX Spark, the first in a family of chips whose processing power the company claims will match or even surpass the performance of the most productive ultrabooks. For investors, the main issue is not the size of the PC segment itself: Nvidia's revenue from data centers is incomparably larger than its competitors' sales. The intrigue is whether the main beneficiary of the AI boom will be able to win back market share of devices through which AI services will work for end users.
What Nvidia unveiled
Nvidia on June 1 revealed the RTX Spark, a hybrid chip that combines Nvidia's Blackwell graphics unit and Taiwanese MediaTek's N1X CPU on the Arm architecture. "This is the most efficient PC chip ever made," said Nvidia's senior director of product management Mark Evermann, without citing any numbers to back it up, The Verge reported. According to Evermann, the graphics part is on par with the RTX 5070 graphics card, while the processor part should be "competitive with everything in the Windows segment."
In fact, the RTX Spark is the same GB10 chip that Nvidia put in a tiny "personal AI supercomputer" in 2025 DGX Spark, notes The Verge. The difference is that now it will be not one, but a family of chips - Nvidia promises to follow the flagship solution with cheaper versions of it, the publication notes. Nvidia CEO Jensen Huang compared the launch of RTX Spark to the transformation of phones into smartphones. "Microsoft and Nvidia are going to reinvent the personal computer. This is the first completely redesigned, reimagined PC lineup in 40 years," CNBC quoted Huang as saying.
On June 1, Nvidia shares rose by 2% on the Nasdaq premarket, having fully recovered the drawdown on the last trading day of Ma. MediaTek shares closed in Taiwan up almost 6%.
Why Nvidia needs laptops
Nvidia attributes the move beyond GPUs in the PC segment to the fact that AI is increasingly being reduced to a user's correspondence with a chatbot. This scenario is being replaced by AI agents - autonomous programs that use the CPU to do their work. "That era is ending. Agents are the new computational burden. They will run everywhere from the data center to the periphery," The Wall Street Journal quotes Nvidia vice president Kari Brisky as saying.
What's in it for me?
In the past, Nvidia's expansion into the consumer market would have opened up serious business opportunities for the company. But now, chips for data centers bring it revenue that is many times higher than the total sales of its closest competitors. In the last quarter, Nvidia earned about as much as Intel and AMD did last year, Bloomberg points out.
Nevertheless, investors who have hyped Nvidia during the AI boom may like its desire to gain a foothold in the market for devices that will bring the technology to end users. Although Nvidia's growth rate outpaces that of other semiconductor makers, its stock performance this year has been inferior to the industry benchmark, the Philadelphia Stock Exchange Semiconductor Sector Index, the agency notes (it has added more than 78% since the beginning of the year, while Nvidia's stock has gained about 13%).
This article was AI-translated and verified by a human editor
