TAIPEI: Nvidia on Monday unveiled a new chip that puts artificial intelligence capabilities directly into laptops and desktop computers, pitting it against the likes of Advanced Micro Devices, Intel and Apple.

CEO Jensen Huang, who is in Taiwan for the Computex conference, said the RTX Spark PC chip is part of Nvidia’s effort with Microsoft to “reinvent the PC” for the AI era after three years of collaboration between the companies.

The chip, developed with Taiwan’s MediaTek, will debut this fall in laptops and compact desktops from Dell , HP, Lenovo, ASUS, Microsoft Surface and MSI, with models from Acer and GIGABYTE to follow.

Industry experts said the processor would overhaul engagement with AI as it is designed to run autonomous AI agents locally rather than relying solely on cloud computing.

After dominating chips that train AI models, Nvidia is now pushing to capture an expected surge in demand for inference processors, chips that power AI responses to user queries and the agents built to handle routine tasks. By targeting PCs, Nvidia is betting on its scale and AI expertise to prise open a large new market when deepening competition has worried investors.

Reception for AI PCs has been mixed so far. HP reported last week the devices helped prop up quarterly sales, but Dell said earlier this year that demand had fallen short of initial expectations. Qualcomm, looking to capitalize on AI demand, has also been offering AI PCs with Microsoft.

“The RTX Spark looks to transform the traditional app-centric PC to a real useful Agentic AI personal computer which will eventually be in every home in coming years as private edge AI agents become pivotal,” said Neil Shah, Counterpoint Research co-founder.

“This is going to be the ‘RTX Spark’ moment for the personal computing segment like how iPhone, ChatGPT or DeepSeek have been.” Nvidia shares jumped 4pc, while AMD, Intel and Qualcomm were down between 4.9pc and 8.5pc. Apple dipped 0.8pc and Microsoft was up 2.7pc, also buoyed by a rebound in software stocks. HP and Dell were both up more than 7pc each, while shares of Lenovo closed more than 5pc higher in Hong Kong.

Published in Dawn, June 2nd, 2026