Nvidia's RTX Spark superchip targets $200B CPU market with AI agent PCs

Nvidia kicked off Computex with the unveiling of the RTX Spark "superchip," a 1-petaflop PC CPU purpose-built to run AI agents such as OpenClaw and Hermes Agent. Developed in collaboration with Microsoft, the chip includes secure sandboxes to safely execute agent workloads while also supporting local large language models. Major PC makers including ASUS, Dell, HP, Lenovo, Microsoft Surface, and MSI will ship RTX Spark Windows PCs this fall, with Acer and Gigabyte following later. Software support is already robust—over 100 Windows applications from Adobe, Blender, ComfyUI, Riot Games, and Xbox will leverage the chip's capabilities, promising faster AI performance and better image quality in more than 1,000 games and apps.

Jensen Huang sees this as far more than a gaming upgrade. He declared an end to pointing and clicking: "With RTX Spark and Microsoft Windows, you ask—and the PC does the work." The CEO has targeted a $200 billion market for AI CPUs, having already sold $20 billion of the server-grade Vera chip earlier this year. While Nvidia's ARM-based Windows efforts famously flopped in 2013 (Microsoft wrote off $900 million on the Surface RT), the RTX Spark is a different beast—powerful enough that Microsoft is branding its own version as the Surface Laptop Ultra, "the most powerful Surface Laptop ever built." Pricing hasn't been announced, but if Nvidia can deliver affordable AI agent PCs that compete with the Mac Mini (popular for running OpenClaw), it could finally democratize agentic AI for the masses.