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Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP

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Why This Matters

Nvidia's introduction of the RTX Spark CPU marks a significant shift towards integrating AI capabilities directly into consumer and professional PCs, aiming to revolutionize how users interact with technology. This move positions Nvidia to compete in the rapidly growing AI-enabled CPU market, potentially transforming industries from gaming to content creation and enterprise applications.

Key Takeaways

Nvidia opened Taipei’s enormous Computex trade show on Sunday with a spark, literally. The chipmaker unveiled a new PC CPU called the RTX Spark, which it dubbed a “superchip,” and named a who’s who list of PC makers that will soon deliver AI PCs powered by it.

The super-fast, 1-petaflop chip is designed to run AI agents like OpenClaw or Hermes Agent securely, according to Nvidia. Such RTX Spark Windows PCs will be available this fall from ASUS, Dell, HP, Lenovo, Microsoft Surface and MSI, with models from Acer and Gigabyte to follow.

In addition to being equipped with secure sandboxes (jointly developed with Microsoft) to run agents securely, the PCs will also have enough CPU, GPU, RAM and underlying Nvidia CUDA software to run local versions of large language models.

Nvidia said that its RTX technology will deliver faster performance for AI, better image quality, and support for AI features in more than 1,000 games and applications.

The chipmaker is marketing this as an alternative for creators making AI content, as well as providing a significant upgrade to its traditional market of gamers. Nvidia said more than 100 Windows software makers have signed on to support the new chip, including Adobe, Blender, ComfyUI, Riot Games and Xbox.

But Nvidia founder and CEO Jensen Huang’s vision for these new PCs is far larger. He wants to end the days of launching apps, pointing, clicking and typing.

“With RTX Spark and Microsoft Windows, you ask — and the PC does the work,” he said in the press release. “Frontier models. Creative workflows. RTX games. All on a laptop.”

Last month, after delivering another record quarter, Huang promised investors he had found a new $200 billion market for Nvidia in selling CPUs for AI, not just GPUs. He made specific mention of the high-end server CPU released earlier this year called Vera — of which Nvidia says it has already sold $20 billion worth.

He also hinted at his bigger ambitions. “We’ll have billions of agents, and those billions of agents will all use tools. And those tools are going to be like PCs, just like us humans using using PCs today,” he said on the earnings call in May. “We’re going to need a lot more CPUs.”

Nvidia ARM-based Windows devices have been tried before — and failed. Back in 2013, Microsoft famously had to write off $900 million on its Nvidia ARM-based Surface RT, with partners like Dell also bailing on the product.

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