Nvidia CEO Jensen Huang Just Declared War on Intel, AMD, and Qualcomm — and the PC Market Will Never Be the Same

Nvidia CEO Jensen Huang Just Declared War on Intel, AMD, and Qualcomm — and the PC Market Will Never Be the Same

By Keith Speights, The Motley Fool
Publication Date: 2026-06-09 08:05:00

It took a while for the full impact of the personal computer to be appreciated after John Blankenbaker introduced the first PC — the Kenbak-1 — in 1971. It might also take a while to digest the ramifications of Nvidia (NASDAQ: NVDA) CEO Jensen Huang’s proclamation a few days ago, “The PC is being reinvented.”

What we can know now, though, is that Huang declared war on Intel (NASDAQ: INTC), Advanced Micro Devices (NASDAQ: AMD), and Qualcomm (NASDAQ: QCOM). And the PC market will never be the same.

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Image source: Nvidia.

A new era for PC technology

Nvidia isn’t attempting to reinvent the PC on its own. The company collaborated with Microsoft (NASDAQ: MSFT) to integrate AI agents into Windows. It also worked with Taiwan’s MediaTek, a leader in building systems-on-a-chip based on Arm’s (NASDAQ: ARM) architecture, on custom CPU design.

Nvidia’s RTX Spark was the result of this team effort. It’s a new superchip that Nvidia says “reinvents Windows PCs for the era of personal AI agents.” RTX Spark includes an Nvidia Blackwell RTX GPU and Nvidia NVLink-C2C to connect to a Nvidia Grace CPU.

How will RTX Spark change PCs? Huang explained it this way: “For forty years, you…