--- title: "NVIDIA Unveils Three New Trump Cards" type: "News" locale: "en" url: "https://longbridge.com/en/news/288240639.md" description: "At the GTC conference, NVIDIA announced three major updates: the flagship AI platform Vera Rubin has officially entered mass production, dispelling rumors of delays; the launch of the Vera CPU, designed specifically for agentic AI, brings the sales value ratio of CPUs to GPUs close to 1:1, directly challenging Intel and AMD; and the joint release with Microsoft of the ARM-based consumer AI PC chip, RTX Spark. Citigroup views these developments as positive signals, maintaining its Buy rating and a $300 price target" datetime: "2026-06-01T08:39:47.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288240639.md) - [en](https://longbridge.com/en/news/288240639.md) - [zh-HK](https://longbridge.com/zh-HK/news/288240639.md) --- # NVIDIA Unveils Three New Trump Cards At today's GTC conference, NVIDIA unveiled three key updates, effectively dispelling market concerns about its product roadmap and demonstrating that its business scope is expanding comprehensively from GPUs to CPUs, and even to consumer-grade AI PCs. CEO Jensen Huang announced that the flagship AI platform Vera Rubin has officially entered mass production, alleviating previous investor worries about potential delays. Meanwhile, NVIDIA launched the Vera CPU, designed specifically for agentic AI, which significantly outperforms x86 competitors in major workloads. Additionally, in partnership with Microsoft, it released the next-generation Windows PC based on the ARM architecture—RTX Spark. According to ZF Trading Desk, Citigroup research analyst Atif Malik characterized these developments as "positive" signals. Particularly noteworthy is that the launch of the Vera CPU signifies that the sales content value ratio of CPUs to GPUs is evolving from the historical 1:2 toward nearly 1:1, opening up new revenue growth opportunities for NVIDIA. Citigroup maintains its Buy rating on NVIDIA, with a price target of $300, implying approximately 42% upside potential from the current stock price of $211.14. ## Vera Rubin Mass Production Begins, Ending Delay Rumors The news of Vera Rubin platform's mass production was the most anticipated highlight of this Computex. According to Citigroup Research, **previous market concerns about whether the platform could be delivered on schedule were effectively resolved by Huang's public confirmation.** The Vera Rubin platform consists of five specialized architectures operating as an integrated AI supercomputer, incorporating the Vera Rubin NVL72 GPU system, Vera CPU, BlueField-4 STX storage, and Spectrum-6 networking. Compared to the previous generation Blackwell, this platform offers 10 times the agent throughput in scaled deployments. Currently, major server manufacturers and supply chain partners have begun mass-producing systems based on Vera Rubin, serving AI laboratories, cloud service providers, and hyperscale data center operators. Also entering mass production concurrently is NVIDIA Spectrum-X Ethernet photonic interconnect technology. By combining co-packaged optics with Spectrum-X switches, it enables networking for AI factories at a scale of millions of GPUs. Compared to networks using traditional transceivers, this solution provides a 5x improvement in energy efficiency, 5x longer AI runtime, and 1.3x faster deployment speed. CoreWeave, Microsoft, and OCI have become the first ecosystem partners. ## CPU Strategy Leap, Directly Challenging AMD and Intel The most surprising aspect for analysts at this Computex was the strategic elevation of NVIDIA's CPU business. In his speech, Huang characterized the Vera CPU as the core bottleneck in the era of agentic AI: **"In the age of AI agents, the CPU has become the bottleneck restricting GPU performance."** The Vera CPU is built specifically for agentic AI workloads, offering 3x performance improvement over similar x86 products (AMD/Intel) in SQL operations, 6x improvement in data processing, and an overall performance boost of approximately 1.8x over x86 in common agent tools such as Python, code analysis, and compilation. Even more noteworthy is the change in the CPU-to-GPU ratio. Citigroup Research points out that historically, NVIDIA sold only one CPU for every two GPUs. However, with the explosion in demand for agentic AI, **the content ratio of CPUs to GPUs has approached 1:1.** NVIDIA has currently launched standalone CPU rack products comprising 256 CPUs, where the CPU also serves memory expansion functions, further enhancing its commercial value. Vera CPU has already secured Anthropic and OpenAI as early adopter customers. Citigroup Research believes this has substantial significance for increasing NVIDIA's overall system value, with CPU business revenue contributions expected to exceed previous market expectations. ## A New Era for AI PCs, RTX Spark Targets the Consumer Market In the personal computing sector, NVIDIA partnered with Microsoft to release the RTX Spark superchip, **extending agentic AI capabilities to consumer-grade Windows devices.** **** RTX Spark adopts the ARM architecture, directly connecting the Blackwell RTX GPU with a 20-core Grace CPU (co-designed with MediaTek) via NVIDIA's NVLink C2C. It delivers 1 petaflop of AI computing power and up to 128GB of unified memory, targeting thin-and-light laptops with all-day battery life and ultra-efficient small desktop form factors. In terms of capability metrics, RTX Spark can render 3D scenes exceeding 90GB, edit 12K 4:2:2 format video, run large language models with 120 billion parameters and support for million-token context locally, and play AAA games at 1440p resolution with frame rates exceeding 100 fps. NVIDIA stated that this product integrates thirty years of core technological accumulation, including CUDA, RTX, DLSS, FP4, TensorRT, and OptiX. Citigroup Research characterized this launch as the beginning of a "new era for PCs," believing that RTX Spark integrates AI creation, gaming, and personal agent capabilities into a single consumer device. ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [IXN.US](https://longbridge.com/en/quote/IXN.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md) - [AMDD.US](https://longbridge.com/en/quote/AMDD.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [RSPT.US](https://longbridge.com/en/quote/RSPT.US.md) - [VGT.US](https://longbridge.com/en/quote/VGT.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [AMUU.US](https://longbridge.com/en/quote/AMUU.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) - [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [IGPT.US](https://longbridge.com/en/quote/IGPT.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [INTW.US](https://longbridge.com/en/quote/INTW.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [XLK.US](https://longbridge.com/en/quote/XLK.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) ## Related News & Research - [Why Intel Stock Just Dropped](https://longbridge.com/en/news/288300785.md) - [How High Can Nvidia Stock Go in One Year? 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