Nvidia Unveils New AI Chip at Computex
TAIPEI – Nvidia has introduced a new chip that integrates AI features into laptops and desktops, marking a competitive move against companies like AMD, Intel, and Apple.
During a keynote at the Computex conference, Nvidia CEO Jensen Huang announced that the RTX Spark PC chip is part of a collaborative effort with Microsoft to, as he put it, “reinvent the PC” for the AI-driven future. This collaboration has been ongoing for three years.
Experts believe this chip could significantly change how users interact with AI, as it allows AI agents to operate locally instead of being dependent on cloud computing.
Huang mentioned that the development of the RTX Spark chip involved contributions from Taiwan’s MediaTek.
Neil Shah, a co-founder of Counterpoint Research, suggested that the RTX Spark could transform traditional computing into what he called an “Agentic AI personal computer,” forecasting that it will become commonplace in homes as edge AI agents grow crucial.
He compared this moment to the impact of the iPhone or other revolutionary tech advancements.
The unveiling of this chip, accompanied by Nvidia’s Vera central processing unit, emphasizes the company’s increasing focus on PCs and CPUs. Huang spent significant time during his speech discussing both products.
The Vera CPU, aimed at supporting AI agents, has already attracted early users like OpenAI, Anthropic, and SpaceX, according to Huang, who notably wore his signature black leather jacket.
In the financial markets, shares of AMD and Intel dropped nearly 4% in pre-market trading, while Qualcomm saw a decline of about 7%, and Apple fell by 0.6%. Meanwhile, Microsoft shares rose by 3.1%, benefiting from a broader rebound in tech stocks.
Shifting Toward Fully Autonomous AI Agents
Huang’s comments came just before the Computex event, which gathered leaders from major tech companies worldwide.
Nvidia’s emphasis on local AI agents aligns with remarks from Qualcomm CEO Cristiano Amon, who also highlighted this year as a pivotal moment for agentic AI.
Amon remarked that two years ago, discussions about AI transforming the user-computer interface were just emerging; now, those changes are beginning to materialize. He predicted that 2026 would be known as the year of agents, moving beyond AI’s initial use as a prompt-response tool to fully autonomous agents.
He noted that this shift to agentic AI necessitates local edge computing, as current device architectures aren’t designed for continuous, autonomous operation.
During a recent earnings call, Huang stated that the new Vera processors allow Nvidia access to a massive $200 billion market, predicting it would serve as a crucial driver for growth.
Huang dismissed concerns that AI would reduce the number of software engineering jobs, arguing that it will instead enhance productivity and lead to increased hiring.
“This is the promise of AI. The number of engineers and software developers is actually going up,” he stated, countering the notion that AI’s rise would threaten jobs.
Huang, a native of Tainan, Taiwan, recently announced intentions to invest around $150 billion annually in the country, identifying it as a central hub for the AI revolution.
His speech, delivered at the Taipei Music Hall, came shortly after a visit to Beijing with U.S. President Trump to meet Chinese President Xi Jinping.
The Computex trade show is set to take place from June 2 to 5.
