On June 1, NVIDIA rose 3.55% in regular trading to $219.31 per share, with trading volume of $102.1 billion, as the company officially unveiled its RTX Spark processor at GTC Taipei, marking its formal entry into the personal computer chip market.
At the Computex keynote, CEO Jensen Huang announced RTX Spark, a system-on-chip combining a 20-core Grace CPU co-designed with MediaTek and a Blackwell architecture RTX GPU with 6,144 CUDA cores. Fabricated on TSMC 3nm process with 128GB unified memory, the chip delivers 1 petaFLOP of AI performance and can locally run 120-billion-parameter large language models. Huang described it as the first complete PC redesign in 40 years, targeting Agentic AI workloads. Microsoft simultaneously confirmed the partnership, unveiling Surface Laptop Ultra as a launch product. First PCs from Dell, HP, Lenovo, ASUS, and MSI are expected this fall.
The launch directly challenges Intel and AMD in x86 PC dominance. Within the Semiconductor sector, ARM Holdings surged 10.81% on architecture tailwinds, Micron rose 5.34% on memory demand expectations, while Intel fell 6.38% and AMD declined 5.56%.
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