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Computers to Undergo Total Transformation by Late 2026, Here is Why

| Source: CNBC Translated from Indonesian | Technology
Computers to Undergo Total Transformation by Late 2026, Here is Why
Image: CNBC

Nvidia, the world’s most valuable company, is set to disrupt the personal computing industry following its dominance in the AI chip market for data centres. The company has announced a new chip designed to serve as the primary processor for personal computers, positioning Nvidia to compete directly with Intel, AMD, Qualcomm, and Apple.

During a keynote at the Computex conference in Taiwan, Nvidia CEO Jensen Huang unveiled a new PC processor developed in collaboration with Microsoft. Named the RTX Spark or N1X superchip, it is scheduled to debut in Windows PCs by late 2025, featuring hardware from manufacturers including Microsoft, Dell, HP, Asus, Lenovo, and MSI. This chip is expected to revolutionise computers by providing direct integration with AI systems.

“This new computing innovation is as significant as the evolution of mobile phones into what we now know as smartphones,” said Huang, noting that AI agents will run on all new computers. He added that Microsoft and Nvidia are redefining the PC, describing it as a line of computers that has been completely re-engineered for the first time in 40 years.

Nvidia’s initial plan involves releasing over 30 laptops and 10 desktops equipped with this latest chip. The processor combines Nvidia’s Blackwell GPU with a new custom Arm-based CPU known as Grace, supplemented by 128 gigabytes of unified memory. The RTX Spark was developed with assistance from the Taiwanese firm MediaTek.

This move represents a significant shift in the PC industry, driven by the AI boom. Arm-based processors are gaining popularity over the traditional x86 architecture championed by Intel and AMD. Huang noted that the overall CPU market is expanding into a US$200 billion industry.

An Nvidia spokesperson stated that the company has been working on this chip with Microsoft for years, asserting that it will be far more powerful, high-performing, and efficient than traditional x86 processors. While Intel remains a pioneer of the x86 instruction set, many companies are now pivoting towards the more power-efficient Arm architecture.

Initial laptops powered by Nvidia’s new chip are expected to be as thin as 14 millimetres and will carry a premium price point. While the RTX Spark is currently targeted at creators, AI developers, and gamers seeking ultra-thin and portable devices, Nvidia intends to expand the technology to various price points in the future.

Additionally, Huang announced that Nvidia’s Vera CPU for data centres is now in full production. This CPU is designed to be high-performing yet highly energy-efficient, catering to a massive-scale market. Early customers include Anthropic, OpenAI, xAI, SpaceX, Dell, Oracle, and CoreWeave. According to Ian Buck, Nvidia’s Vice President of Hyperscale and High-Performance Computing, the Vera CPU can generate tokens 1.8 times faster than current x86 processors, enhancing the intelligence and efficiency of AI agents.

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