Topline
Nvidia had its best trading day since February after it unveiled the new RTX Spark chip—a CPU for consumer Windows laptops and desktops capable of running “personal AI agents” and the company’s first attempt to produce a fully integrated consumer chip.
Nvidia CEO Jensen Huang introduces the RTX Spark laptop during his keynote speech at Computex 2026 in Taipei.
AFP via Getty Images
Key Facts
The RTX Spark is a cut-down version of the chips Nvidia uses on its AI supercomputers and the company claims it will be able to run powerful local AI agents, along with popular games and productivity software like Adobe’s Photoshop.
Nvidia has been making consumer laptops and desktop GPUs for decades, but unlike the RTX Spark—which uses the AI giant’s own custom-made CPU designed in collaboration with MediaTek—those computers had to be paired with either an Intel or AMD CPU.
The announcement was made during Nvidia CEO Jensen Huang’s keynote at the Computex trade show in Taiwan, where he boasted that the chipmaker and Microsoft are collaborating to “reinvent the PC.”
Huang showed off RTX Spark laptops on stage, running the latest James Bond video game “007 First Light” and the racing game “Forza Horizon 6,” followed by a Mac Mini-sized desktop also powered by the same chip.
The company did not announce a specific launch date for these new computers, but said they will be available “this fall” and be made by multiple PC manufacturers like ASUS, Dell, HP, Lenovo, Microsoft and MSI.
No pricing details were shared either, but a senior company official told the Wall Street Journal that they will be “ priced at the premium end of the market.”
Nvidia’s stock price was up 6.2% after markets closed on Monday—the chipmaker’s best trading day since early February.
Crucial Quote
“Today, when you think about your phone, the one thing you don’t do with it is make phone calls. You do just about everything else. So that phone means something very different to you, than a phone of the past. I’m certain what’s going to happen here is that the PC 10 years from now and PC you think about today…is going to be completely different,” Huang said in his keynote. He then added: “I could totally imagine that some day there’s actually an AI supercomputer in your house,” as he compared it to commonplace appliances people have today including lawnmowers and dishwashers.
What To Watch For
Nvidia and Microsoft have not shared specific performance metrics about the RTX Spark and how it compares to laptops running Apple, AMD or Intel chips. Nvidia senior director of product management Mark Aevermann told The Verge that the new laptops will offer “all-day battery life,” and will be better at managing battery than any previous laptop running the company’s RTX GPUs. Aevermann claimed the RTX Spark’s GPU will be comparable with Nvidia’s current mid RTX 5070 mobile graphics processor and its CPU will be “competitive” with rivals in the Windows PC space. Nvidia’s announcement said the RTX Spark laptops will have “up to 128 GB of memory,” which is comparable to the amount of memory offered on Apple’s top-end Macbook Pro models.
How Have Markets Reacted To Nvidia’s Announcement?
In premarket trading early on Monday, Nvidia’s stock rose 1.64% to $214.60 after the company showed off its new consumer chip alongside its other datacenter computers and tools. The RTX Spark’s CPU will be based on the ARM architecture that is used by Apple’s M-series and Qualcomm’s Snapdragon Elite chips, and its licensee ARM Holding’s shares soared 8.69% in premarket to $384.83. Shares Qualcomm, which makes the only other ARM-based chip for Windows laptops slumped 6.38% to to 235.03, while shares of Intel and AMD—the two biggest Windows laptop chipmakers—fell 2.83% and 3.12% respectively in early trading.
How Have Markets Reacted To Nvidia’s Announcement?
Nvidia’s stock price reached $224.34 per share by the time markets closed on Monday, approaching the company’s record high price of $235.74 reached in May. The RTX Spark’s CPU will be based on the ARM architecture that is used by Apple’s M-series and Qualcomm’s Snapdragon Elite chips, and its licensee ARM Holding’s shares soared 15.7% by the time markets closed. Shares of Qualcomm, the manufacturer of the only other ARM-based chip for Windows laptops, slumped on the news, falling about 8.78% over the course of the day. Share prices for Intel and AMD, the two largest chipmakers for Windows laptops, also fell about 4.6% and 1.1% respectively.