By Rich Duprey
Publication Date: 2026-06-02 11:08:00
Quick Read
Nvidia (NVDA) and Microsoft (MSFT) unveiled RTX Spark, a new Windows PC with a 20-core Arm-based CPU and Blackwell-based RTX GPU delivering up to 1 petaflop of AI performance, designed to run 120-billion-parameter language models locally on consumer devices. Micron (MU) reports HBM capacity is sold out through 2026, creating potential supply constraints as AI computing competes for advanced memory resources.
Nvidia and Microsoft are attempting to create the first compelling PC upgrade cycle in years by moving AI agents from cloud servers to local devices, reducing latency and costs while challenging Apple’s premium computing dominance.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn’t make the cut. Grab the names FREE today.
For years, the PC industry has been stuck in a rut. Consumers stretched upgrade cycles from three years to five or more, smartphone sales stole attention, and innovation…
