Gigabyte

Nvidia unveils RTX Spark, a 1-petaflop CPU/AI agent PC chip, targeting a claimed $200B CPU market with major OEM partners and local-LM capabilities, signaling a potential large new revenue stream if mass adoption occurs.

Nvidia unveils the RTX Spark AI chip for consumer Windows PCs with major OEM partnerships and autumn launch, while U.S. export controls tighten on advanced chips to Chinese subsidiaries, signaling both a consumer AI hardware push and regulatory headwinds.

AI-driven chip shortages are causing a >25% collapse in motherboard sales, with ASUS seen selling about 5 million fewer boards in 2025 and similar reductions expected for other major vendors.