This morning in Taipei, Jensen Huang walked onto a stage at COMPUTEX and said something that would have sounded absurd three years ago.
“Microsoft and Nvidia are going to reinvent the personal computer.”
He wasn’t being modest about it. And after what he unveiled, it’s hard to argue with him.
What They Actually Announced
The headline product is called the RTX Spark Superchip — a new processor designed for Windows laptops and desktop PCs. It combines an Arm-based CPU with Nvidia’s Blackwell GPU architecture (the same generation powering the best AI data centers on earth) and 128 gigabytes of unified memory. For context: most laptops today ship with 16 or 32 gigabytes. This is four to eight times that, all shared seamlessly between the processor and the graphics chip.
The benchmark they gave: up to 1 petaflop of AI compute in a laptop. That’s a trillion floating point operations per second. On a device you can carry in a bag.
Microsoft is already on board. They announced the Surface Laptop Ultra, the first consumer device built around the RTX Spark chip, with a launch later in 2026.
Why This Is a Bigger Deal Than the Headlines Suggest
Nvidia has owned the AI data center market for two years. Every major cloud provider runs on Nvidia GPUs. Microsoft, Google, Amazon, and Meta have collectively spent hundreds of billions of dollars building infrastructure around Nvidia’s chips.
But that’s someone else’s infrastructure. What changes today is Nvidia making a direct play for the device in your hands.
If the RTX Spark takes hold, Nvidia gets a cut of every AI-capable laptop sold. The PC market ships roughly 250 million units per year. Nvidia currently has almost no share of that. Even capturing 20% of it, at premium chip prices, would be a revenue line that doesn’t exist in their current numbers.
There’s also a second announcement worth paying attention to. Huang said Nvidia’s Vera CPUs — next-generation data center processors — are now in full production and are going to be a “major new growth driver.” Early customers include Anthropic, OpenAI, and several others he didn’t name. The Vera launch is the company’s first serious move into CPU territory that Intel and AMD have owned for decades.
Two new product lines. Two new markets. One keynote.
What I’d Watch For
Nvidia’s stock is already up on the news, adding to a run that has made it one of the most valuable companies in history. The valuation isn’t cheap by any conventional measure. If you don’t own it, jumping in after a keynote pop isn’t the move Tom would make.
What I’m watching is the PC ecosystem response over the next six to twelve months. If major laptop manufacturers — Dell, HP, Lenovo, Asus — commit to RTX Spark as a platform, that’s signal. If it remains a Microsoft Surface exclusive, that’s a different story. The history of chip platforms in PCs suggests this takes two or three years to play out. But Jensen Huang has earned the benefit of the doubt on big bets before.
