Nvidia Targets the $200 Billion CPU Market with AI-Powered PCs from Microsoft, Dell, and HP.

Nvidia kicked off Taipei’s Computex trade show on Sunday by unveiling RTX Spark, a new PC processor the company describes as a “superchip.” Alongside the announcement, Nvidia introduced a long list of computer manufacturers preparing to launch AI-focused PCs powered by the new chip.

The processor delivers up to 1 petaflop of computing power and is designed to run AI agents such as OpenClaw and Hermes Agent securely. RTX Spark-powered Windows PCs are expected to launch this fall from ASUS, Dell, HP, Lenovo, Microsoft Surface, and MSI, with models from Acer and Gigabyte scheduled to follow.

Developed in partnership with Microsoft, the systems feature secure sandboxes for AI agents and include enough CPU power, GPU performance, memory, and Nvidia CUDA software support to run local large language models directly on the device.

Nvidia says RTX technology will provide faster AI performance, improved image quality, and support for AI-powered features across more than 1,000 games and applications.

The company is marketing the platform as a solution for creators producing AI-generated content while also offering a significant upgrade for gamers. Nvidia said more than 100 Windows software developers have committed support for RTX Spark, including Adobe, Blender, ComfyUI, Riot Games, and Xbox.

Nvidia founder and CEO Jensen Huang believes the opportunity extends far beyond traditional PCs. He envisions a future in which AI agents become the primary way people interact with computers, reducing the need to manually open applications, navigate menus, and perform routine tasks.

“With RTX Spark and Microsoft Windows, you ask — and the PC does the work,” Huang said in a company statement. “Frontier models. Creative workflows. RTX games. All on a laptop.”

Following another record-breaking quarter, Huang told investors in May that Nvidia had identified a new $200 billion market opportunity in AI-focused CPUs, complementing its leadership in GPUs. He specifically highlighted the company’s Vera server CPU, which Nvidia says has already generated $20 billion in sales.

Huang also outlined his broader vision for AI-powered computing. “We’ll have billions of agents, and those billions of agents will all use tools. And those tools are going to be like PCs, just like us humans using PCs today,” he said during Nvidia’s earnings call. “We’re going to need a lot more CPUs.”

Nvidia has previously attempted ARM-based Windows devices with limited success. In 2013, Microsoft recorded a $900 million write-down tied to the Nvidia-powered Surface RT, while partners including Dell eventually moved away from the platform.

This latest effort, however, is far more powerful. Microsoft has branded its own RTX Spark-powered device as the Surface Laptop Ultra and describes it as “the most powerful Surface Laptop ever built.”

Manufacturers have not yet released extensive details about their systems, including pricing. The devices appear to be full Windows versions of Nvidia’s DGX Spark mini-computer, which currently sells to developers for around $4,800.

Whether these new PCs can compete with lower-cost alternatives such as the Mac Mini or remain focused on the premium end of the market remains to be seen. However, if Nvidia succeeds in making AI agents practical, secure, and widely accessible, the opportunity could be significant.