--- title: "NVIDIA enters the PC territory with RTX Spark! The AI PC battle has fully upgraded. Which company will become the biggest winner?" type: "News" locale: "en" url: "https://longbridge.com/en/news/288270539.md" description: "NVIDIA released the RTX Spark super chip and N1X processor at Computex, aiming to enter the PC core processor market. This chip integrates Blackwell GPU with Arm architecture CPU, supports local running of Agentic AI, and the first Windows PCs equipped with it will be launched in the fall, directly challenging competitors such as Intel and AMD" datetime: "2026-06-01T12:09:56.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288270539.md) - [en](https://longbridge.com/en/news/288270539.md) - [zh-HK](https://longbridge.com/zh-HK/news/288270539.md) --- # NVIDIA enters the PC territory with RTX Spark! The AI PC battle has fully upgraded. Which company will become the biggest winner? According to the Zhitong Finance APP, at this year's Taipei International Computer Show (Computex), NVIDIA (NVDA.US) dropped a bombshell. This company, which has topped the global market value with its AI data center chips, officially sounded the horn for its entry into the personal computer (PC) core processor market. NVIDIA CEO Jensen Huang announced the new N1X processor and the RTX Spark super chip powered by it during his keynote speech, with the first Windows PCs equipped with this chip set to launch this fall, directly challenging Intel (INTC.US), AMD (AMD.US), Qualcomm (QCOM.US), and Apple (AAPL.US). **Reinventing the PC: The Localization Ambition of Arm Architecture and "Agentic AI"** "This is the first complete redesign and reconstruction of the PC in 40 years," Huang boldly declared in his speech. He compared the release of RTX Spark to the birth of smartphones, stating its core mission is to enable "Agentic AI" to run smoothly locally. According to reports, RTX Spark is a highly integrated super chip that combines NVIDIA's Blackwell architecture GPU with a custom 20-core Grace CPU (N1X) based on Arm architecture. This CPU was co-designed by MediaTek and utilizes TSMC's (TSM.US) advanced 3-nanometer process. The entire chip is equipped with up to 128GB of LPDDR5X unified memory, with a memory bandwidth of 300GB per second, and natively integrates a complete RTX graphics stack and DLSS 4.5 technology, even including anti-cheat support, aimed at addressing the long-standing gaming compatibility issues of Arm architecture Windows devices. NVIDIA positions this solution as a "performance category" aimed at content creators, AI developers, and high-end gamers, striving to replicate the disruption that the independent GeForce GPU brought to gaming laptops within the Windows laptop ecosystem. The first product lineup includes over 30 laptops and 10 desktops from mainstream PC manufacturers, with partner brands including Microsoft (MSFT.US), Dell (DELL.US), HP (HPQ.US), ASUS, Lenovo (00992), and MSI. Notably, Microsoft is a key ally in this ambition. It is reported that NVIDIA and Microsoft have secretly collaborated on the hardware and software development of this platform for at least three years, aiming to enable AI agents to autonomously control keyboards and mice to operate various Windows applications like human users, without the need to upload data to the cloud, balancing latency and privacy. This move is seen as a direct response and countermeasure to Apple's highly integrated hardware and software model. **Dual Fronts: Data Center CPU Launches Simultaneously, Challenging x86 Dominance** The PC battlefield is not NVIDIA's only new front. At Computex, Huang also announced that its 88-core Vera CPU for data centers has fully entered mass production, claiming a 50% performance improvement over standard x86 processors and significantly optimized energy efficiency. Early customers include Anthropic, OpenAI, xAI, Dell, and Oracle (ORCL.US) "The CPU is becoming a bottleneck for agent-based AI workflows," NVIDIA executives repeatedly emphasize. In the era of large-scale AI inference, a closer coupling between CPU and GPU is needed to maintain data throughput. Jensen Huang does not hide his appetite for the server CPU market, setting a revenue target of $20 billion, which almost aims to seize two-thirds of the market share from Intel and AMD. As of the end of 2025, NVIDIA's share in the server CPU market is only 6.2%, while Intel still holds 60%. **Supply Chain Earthquake: Who is Celebrating, Who is Under Pressure?** NVIDIA's dual offensive across PC and data centers has stirred up vastly different waves in the capital market and industrial supply chain. As a direct beneficiary, Arm (ARM.US) surged nearly 16% in pre-market trading on Monday. Every PC equipped with N1X sold will contribute to its licensing and royalty revenue, marking a new phase for Arm architecture as it enters the hardcore driver market in Windows after its success in the Apple ecosystem. On the other hand, MediaTek, as a co-developer of the underlying SoC framework, will leverage this to enter the high-end PC market; TSMC will benefit from consumer-grade incremental orders brought by the advanced 3nm process. As for PC OEMs and storage manufacturers, ASUS's stock price rose about 10% that day, and Dell, HP, and others are expected to welcome a wave of corporate and consumer upgrades driven by AI PC themes. Meanwhile, the demand for 128GB high-speed unified memory from RTX Spark has opened up structural growth space for storage chip giants like Micron (MU.US), SK Hynix, and Samsung (SSNLF.US). Microsoft is expected to pave the way for the local intelligent agent capabilities of the Windows operating system in the AI era through deep integration with NVIDIA's hardware. However, where there are winners, there will inevitably be losers. NVIDIA's entry into the CPU market will undoubtedly put Intel and AMD in a defensive position in the PC and server CPU markets. Although both companies' stock prices have risen in the past year due to the spillover effects of AI, NVIDIA's invasion directly undermines their long-term fundamentals. Qualcomm's previously promoted Copilot+ PC with Microsoft has yet to gain traction, and now faces a formidable new competitor. Apple also risks having its absolute hardware advantage in the AI developer community weakened. In pre-market trading on Monday, Intel, AMD, and Qualcomm all recorded varying degrees of decline in their stock prices. **Risks Remain: Concerns of Multi-Line Expansion** Despite the grand blueprint, there are still cautious voices in the market. Technology analyst Max Weinbach points out that AI PCs and gaming laptops are still relatively niche markets and are unlikely to become NVIDIA's performance pillars in the short term, but this move helps firmly embed its technology ecosystem within the global AI developer community. The greater challenge lies in strategic execution. NVIDIA is asking investors to believe that it can simultaneously replace Intel and AMD in data centers, challenge Qualcomm and Apple in the high-end laptop market, and maintain absolute dominance in the GPU field. Multi-front operations are an ultimate test of any company's organizational capability and supply chain management From cloud to edge, Jensen Huang is extending NVIDIA's AI computing landscape from data centers to every household's study and office desk. "I can completely imagine that one day there will be an AI supercomputer in your home, running all your intelligent agents, constantly handling various tasks for you," Huang described. 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