Nvidia Is Moving Into Intel and Qualcomm’s Turf. These Are the Losers Investors Should Watch Closely.

On May 31, Nvidia (NASDAQ: NVDA) introduced RTX Spark, which merges its Blackwell RTX GPU with its Grace CPU into a single “superchip” for Windows PCs. It worked with MediaTek and Microsoft (NASDAQ: MSFT) to develop those new chips, which might pose a major threat to Intel (NASDAQ: INTC), Qualcomm (NASDAQ: QCOM), and other chipmakers in the near future.

Why is Nvidia expanding its CPU business again?

Nvidia generates most of its revenue from discrete GPUs, but it also develops CPUs with Arm‘s (NASDAQ: ARM) power-efficient chip architecture. Its most visible ARM-based CPU is Tegra, which powers Nintendo‘s Switch consoles and Microsoft’s Surface devices.

Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »

Nvidia’s ARM-based Grace and Vera CPUs are built for data centers. Its specialized Orin and Thor system-on-chip (SoC) products (which combine an ARM CPU with an Nvidia GPU) are used in advanced robots, autonomous vehicles, and infotainment systems. With the RTX Spark, Nvidia is expanding its CPU business into Windows PCs — a market traditionally dominated by Intel and AMD (NASDAQ: AMD). Qualcomm also sells its own ARM-based Snapdragon processors for PCs.

Why is Nvidia’s move bad news for those chipmakers?

Intel and AMD still have a…