Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP
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Nvidia is targeting the $200B CPU market by partnering with Microsoft, Dell, HP, and others to launch AI-powered PCs featuring its new RTX Spark superchip, designed to run AI agents and local large language models. The chip promises faster performance, enhanced security, and support for over 1,000 applications, positioning it as a tool for creators, gamers, and AI workflows. CEO Jensen Huang sees this as a transformative shift toward agent-driven computing, building on Nvidia's recent success in AI hardware.
Nvidia opened Computex with the RTX Spark, a new 1-petaflop PC CPU it calls a superchip, designed to run AI agents and local large language models securely. Windows PCs powered by the chip will arrive this fall from ASUS, Dell, HP, Lenovo, Microsoft Surface, and MSI, with Acer and Gigabyte to follow, backed by more than 100 software makers including Adobe and Riot Games. The move is part of CEO Jensen Huang's pursuit of a $200 billion CPU market, envisioning PCs that complete tasks on command rather than requiring traditional pointing, clicking, and typing.