By Daniel Sparks, The Motley Fool
Publication Date: 2026-06-04 01:23:00
Nvidia (NASDAQ: NVDA) has spent the past three years becoming the world’s most valuable company on the back of one business: selling the chips that power artificial intelligence (AI) data centers. Now it wants the device on your desk.
At the Computex trade show in Taipei this week, Nvidia founder and CEO Jensen Huang unveiled RTX Spark, a new superchip built for Windows PCs — a direct push into a market long carved up by Intel (NASDAQ: INTC), Advanced Micro Devices (NASDAQ: AMD), and Qualcomm (NASDAQ: QCOM).
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 »
The reveal sent all three rivals’ shares lower while Nvidia’s rose. But the size of the threat looks very different depending on which company you’re looking at.
Nvidia’s new PC chip
The new chip, called RTX Spark, pairs a 20-core Arm-based processor with a Blackwell graphics chip and up to 128 gigabytes of unified memory in a single superchip. Nvidia is working with Microsoft (NASDAQ: MSFT) on the Windows-agent platform and collaborated with Taiwan’s MediaTek on the custom CPU design, and RTX Spark laptops and compact desktops will ship this fall from Dell, HP, Lenovo, and Microsoft’s Surface line, among others.
What Nvidia is selling, though, is less a faster laptop than a different…
