2 New Price Targets for Nvidia on New RTX Spark AI Chip - TheStreet Pro

NVIDIA has unveiled its new RTX Spark AI chip, designed specifically for Microsoft Windows-based computers, signaling a major advancement in AI computing capabilities. The chip, expected to launch thi... Read original →

NVIDIA’s RTX Spark embeds dedicated AI acceleration directly into Windows PCs, forging a hardware-software moat with Microsoft while marginalizing Qualcomm’s ARM-based PC ambitions. If fabricated on TSMC’s 3nm EUV node, the chip intensifies competition for advanced capacity, raising costs and amplifying supply chain fragility—especially given U.S. export controls targeting China and reliance on Taiwan, China for leading-edge manufacturing. Qualcomm lacks a near-term counter and may pivot toward edge-AI differentiation in Android ecosystems. Over the next 12–24 months, PCs will bifurcate: only models with dedicated NPUs meet rising AI workloads, forcing CPU vendors into rushed heterogeneous designs. This move cements NVIDIA’s pricing power at the device edge and positions it as a systemic driver of global tech equity volatility.