Nvidia Introduces RTX Spark AI-Focused PCs with Major Manufacturers

Nvidia CEO Jensen Huang launched the RTX Spark chip on June 1, 2026, developed with MediaTek to run AI agents locally rather than via cloud computing. Manufacturing partners Dell, Lenovo, HP, ASUS, Microsoft, and MSI will release RTX Spark laptops and compact desktops in fall 2026. HP reported AI PCs comprised 44% of its second quarter shipments, up from over 35% the prior quarter.

RTX Spark chip launch

• ▪Nvidia CEO Jensen Huang launched the RTX Spark chip on June 1, 2026
• ▪Nvidia described the RTX Spark as part of an effort with Microsoft to reinvent the PC for the AI era
• ▪The RTX Spark chip was developed in collaboration with MediaTek to run AI agents locally rather than relying on cloud computing
• ▪Nvidia unveiled the RTX Spark chip ahead of the Computex conference in Taiwan
• ▪Jensen Huang introduced laptop models using RTX Spark GPUs during a keynote speech on the sidelines of the Computex trade show in Taipei, Taiwan on June 1, 2026

AI PC capabilities

• ▪AI PCs can process data more swiftly than traditional computers and handle a greater volume of AI tasks directly on the device
• ▪Some AI PC variants can support training AI models locally on the device, a compute-intensive task typically done on servers
• ▪AI PCs do not have to rely on cloud data centers powering most AI applications like OpenAI's ChatGPT and Anthropic's Claude

Market demand trends

• ▪Dell said in January that the AI boom had not generated the kind of demand it had anticipated
• ▪IDC expects higher average selling prices to lift PC market value in 2026 despite declining shipments
• ▪HP said in late May that AI-optimized computers helped lift its quarterly results
• ▪IDC expects total global PC shipments to decline in 2026 due to memory shortages, rising component prices and supply constraints
• ▪HP said AI PCs made up 44% of its PC shipments in the second quarter, up from more than 35% in the previous quarter

Neural processing units

• ▪AI PCs come with specialized processors called neural processing units that handle the majority of on-device AI workloads
• ▪Neural processing units work in tandem with central processing units and graphics processors to manage complex tasks

Available manufacturers

• ▪Microsoft and Qualcomm already offer Copilot+ PCs, which require processors designed specifically to handle AI tasks on the device
• ▪Acer and Gigabyte will follow with RTX Spark laptops and compact desktops after the initial fall 2026 launch
• ▪Nvidia RTX Spark laptops and compact desktops are expected in fall 2026 from ASUS, Dell, HP, Lenovo, Microsoft and MSI

Privacy concerns

• ▪Microsoft's recall feature, announced in 2024, raised privacy concerns because it would track every action performed on the laptop from voice chats to web browsing
• ▪Microsoft delayed the release of the recall feature following a strong backlash over privacy and security

Perspective of Dell

• ▪Dell said in January that the AI boom had not generated the kind of demand it had anticipated