Nvidia Corp. (NASDAQ: NVDA) is entering the personal computer market with a new chip designed to break Intel Corp.’s grip on the industry and modernize machines for the AI era.
The new RTX Spark Superchip will debut in laptops and desktop computers from Dell Technologies Inc. and Lenovo Group Ltd. starting this fall, CEO Jensen Huang announced at the Computex trade show in Taipei.
The product combines a microprocessor and graphics chip, built with help from Taiwan’s MediaTek Inc., and will run Microsoft Corp.’s Windows for Arm operating system.
Nvidia is taking another run at the personal computer processor market after participating in an effort that fizzled out more than a decade ago, this time from a significantly stronger position.
The company said first-generation laptops built with RTX Spark will target the premium segment, designed to eliminate the performance compromises found in competing products currently on the market.
The chip’s efficiency will allow PC makers to offer powerful machines that remain thin and light, with subsequent versions of the technology enabling a broader range of price points.
Nvidia’s data center chip lineup now delivers revenue that dwarfs the combined sales of its nearest rivals, with its most recent quarterly sales roughly equal to Intel and Advanced Micro Devices Inc.’s combined annual totals for last year.
Despite growth that eclipses other chipmakers, Nvidia’s stock has lagged the performance of the benchmark Philadelphia Stock Exchange Semiconductor Index this year.
The RTX Superchip will feature a central processing unit with up to 20 computing cores and a Blackwell-generation graphics processor with 6,144 cores, sharing built-in memory to better handle large AI models and high-end games.
The chip design will be manufactured by Taiwan Semiconductor Manufacturing Co. using that company’s 3N process technology, and will use Nvidia’s NVLink interface to bring a slice of data center technology to personal computers.
Nvidia said it has worked with Microsoft for years to ensure software support that will help Arm Holdings Plc technology finally gain traction in the Windows PC world, where Microsoft and Qualcomm have promoted similar devices for over a year with limited impact.
Adobe Inc.’s Photoshop is being reworked to better respond to AI-based prompts to generate image and video content on the new Nvidia-based devices, the company said.
Nvidia-based PCs will be able to run large AI models securely, giving users controls over what data and software are accessed, accelerating the transformation of personal computers into more capable personal assistants.
The company declined to offer performance comparisons to existing and planned competitor devices, saying that information will be released when the new machines are ready for sale, and does not expect current chip supply constraints to impact availability.
