Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP

Nvidia has unveiled the 'RTX Spark' CPU, a new chip designed to power AI-agent PCs in collaboration with major manufacturers like Dell, HP, and Microsoft. The company aims to capture a $200 billion market by moving beyond GPUs into the CPU space for local AI processing.
Why it matters
This shift represents a significant strategic expansion for Nvidia, potentially changing how consumers interact with personal computers through local AI agents.
Nvidia opened Taipei s enormous Computex trade show on Sunday with a spark, literally. The chipmaker unveiled a new PC CPU called the RTX Spark, which it dubbed a superchip, and named a who s who list of PC makers that will soon deliver AI PCs powered by it.
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