Nvidia Takes Aim at Intel and AMD with AI-Focused PC Chips from Major OEMs

Nvidia kicked off Computex in Taipei with a dramatic entrance, unveiling a new PC processor it calls the RTX Spark—a chip the company is branding as a “superchip” for the age of AI agents. The 1-petaflop silicon is purpose-built to run autonomous AI agents like OpenClaw or Hermes Agent in secure environments, and it will ship inside Windows PCs from ASUS, Dell, HP, Lenovo, Microsoft Surface, and MSI this fall, with Acer and Gigabyte models to follow. These machines come with sandboxed execution environments co-developed with Microsoft, plus enough CPU, GPU, RAM, and CUDA software to run large language models locally. Nvidia is pitching the RTX Spark to content creators and gamers alike, noting that over 100 Windows software makers—including Adobe, Blender, and Xbox—have already signed on to support the chip. But CEO Jensen Huang has bigger ambitions. He envisions a future where users simply ask their PC to perform tasks, rather than launching apps or typing commands. “With RTX Spark and Microsoft Windows, you ask—and the PC does the work,” he said. Huang is chasing a $200 billion CPU market, having already sold $20 billion worth of the high-end Vera server CPU introduced earlier this year. He predicts billions of AI agents will need PCs as tools, driving massive demand for CPUs. Nvidia’s previous attempt at ARM-based Windows PCs, the Surface RT in 2013, ended in a $900 million write-off. But this time, the hardware is far more capable. Microsoft has branded its own RTX Spark machine the Surface Laptop Ultra, calling it the most powerful Surface ever built. Pricing and full specs remain under wraps, though these systems appear to be consumer versions of Nvidia’s $4,800 DGX Spark developer workstation. If Nvidia has truly cracked the formula for bringing AI agents to the mainstream—securely, affordably, and usefully—this could reshape the PC market. The question is whether these machines will compete with the Mac Mini or sit at the premium end. Either way, Huang’s bet is worth watching.