By Jon Markman
Publication Date: 2026-06-02 16:26:00
Nvidia CEO Jensen Huang introduces the RTX Spark laptop during his keynote speech at Computex 2026 in Taipei on June 1, 2026. Nvidia unveiled a powerful laptop chip for Windows machines on June 1, staking its claim in the market for next-generation consumer PCs integrated with artificial intelligence. (Photo by I-HWA CHENG / AFP via Getty Images)
AFP via Getty Images
Two of the chips Jensen Huang unveiled in Taipei on Monday land directly on Intel and AMD. The market only reacted to one.
Intel fell 6% and AMD fell 5% on the RTX Spark Superchip, an Arm-based laptop processor Nvidia built with MediaTek and Microsoft that fuses a Blackwell GPU and a CPU onto a single package and reaches premium Windows machines this fall. (CNBC) Nvidia rose about 4%. The story wrote itself. Nvidia is finally coming for the PC, and the firms that have sold its silicon for thirty years took the hit.
The other chip barely moved the tape, and it is the one that matters. Nvidia put its own CPU, called Vera, at the center of the AI server, the part of the business that actually pays Intel’s and AMD’s bills.
For thirty years the server processor was a product you bought. On Monday, Nvidia started turning it into a part it hands you inside a system it designed.
What Vera Actually Is
The chip is called Vera, and Nvidia is blunt about what it is for. Huang described it as the CPU for the age of agents, and the company put it into full production inside the Vera Rubin platform, the multi-rack system it spent…
