Stock Markets June 1, 2026 12:51 AM

Nvidia and Microsoft Introduce RTX Spark Processors for Windows PCs

New chips aimed at on-device AI agents; Vera Rubin AI processors enter full production with shipments slated for fall

By Hana Yamamoto AAPL INTC MSFT DELL

Nvidia on Monday introduced a new family of processors built for Microsoft Windows PCs, unveiled by CEO Jensen Huang at COMPUTEX in Taiwan. Branded RTX Spark, the chips are designed to run locally hosted artificial intelligence agents and will appear in Microsoft Surface devices as well as models from major PC makers. Nvidia also revealed a dedicated AI agent chip, Vera, and said its next-generation Vera Rubin processors are entering full production with shipments scheduled to start in the fall.

Nvidia and Microsoft Introduce RTX Spark Processors for Windows PCs
AAPL INTC MSFT DELL

Key Points

  • Nvidia unveiled the RTX Spark processor family for Microsoft Windows at COMPUTEX; chips are targeted at running locally hosted AI agents and were developed in collaboration with Windows - impacts the PC hardware and software sectors.
  • Microsoft Surface and multiple OEMs including HP, Dell, Lenovo, Asus, Acer, and MSI will offer systems featuring the new chips - affects the consumer PC and laptop markets.
  • Nvidia also introduced Vera, an AI agent-focused chip, and said its Vera Rubin processors are entering full production with shipments planned from fall - relevant to enterprise, data center, and semiconductor supply chains.

Nvidia used its COMPUTEX keynote in Taiwan to announce a new processor family for Microsoft Windows devices, marking a direct move into the PC processor space. CEO Jensen Huang introduced the lineup, called RTX Spark, which he said is primarily intended to support locally hosted artificial intelligence agents.

Huang said Nvidia worked with Windows on the associated software platform that will enable the chips to run agentic workloads on-device. Microsoft’s own Surface laptops will be among the first to include the new processors. Huang also named a group of major PC manufacturers that plan to offer systems powered by the RTX Spark chips: HP, Dell, Lenovo, Asus, Acer, and MSI.

The announcement follows multiple reports in the days leading up to the event that had signaled Nvidia’s entry into the PC processor market, a move that directly positions the company against established PC processor vendors Intel and AMD. Huang noted that the new Nvidia-based laptops may also compete with Apple’s MacBook lineup.


Alongside RTX Spark, Huang introduced a separate chip family focused on running AI agents, named Vera. Nvidia also confirmed that its next-generation Vera Rubin AI processors are entering full production, with the company’s largest suppliers manufacturing the processors at scale. According to Nvidia, production shipments of Vera Rubin are set to begin from fall.

Huang described agents as AI programs capable of performing independent tasks and functions and positioned Vera as a CPU intended to accelerate those agentic processes. He stated that Vera could deliver "80% faster agentic task completion" compared with current technology.

Beyond the consumer PC and agent-focused chips, Nvidia used the presentation to introduce a broader slate of AI products aimed at enterprise customers, data centers, and physical AI applications. The company said its Vera Rubin platform is moving into full production now that key suppliers are preparing large-scale manufacturing.


What Nvidia presented at COMPUTEX moves the company into a more prominent role within the Windows PC ecosystem, while simultaneously expanding its product set for AI workloads both on-device and for larger-scale deployments. The company’s partnership with Windows and commitments from multiple PC makers signal that RTX Spark will be broadly available across laptop and desktop lines from several OEMs.

Details released at the event focus on positioning the new hardware for agent-style AI tasks and on the production timeline for the Vera Rubin processors. Nvidia framed the developments as part of a wider push into AI capabilities across consumer and enterprise hardware.

Risks

  • The move places Nvidia in direct competition with existing PC processor vendors such as Intel and AMD, creating competitive pressure in the PC processor market - impacts semiconductor and PC hardware companies.
  • The company’s new Nvidia-powered laptops are positioned as potential competitors to Apple’s MacBook line, introducing market competition within premium laptop segments - impacts consumer electronics and PC OEMs.
  • Shipments of the Vera Rubin processors are scheduled to begin from fall, making the timing of production ramp and delivery a point of uncertainty tied to supplier manufacturing at scale - impacts semiconductor manufacturing and supply chain planning.

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