Posted on 06/01/2026 6:20:47 PM PDT by fireman15
Nvidia is fully committed to transforming Windows on Arm into an agentic AI platform.
Along with its first-generation RTX Spark platform for desktop and laptop PCs, Nvidia CEO Jensen Huang revealed the company's commitment to future generations of those platforms on its future roadmaps. The company is committed to producing at least two additional generations of Spark platforms for its partners.
Beyond the Grace Blackwell RTX Spark chips (the top-end RTX Spark Superchip and an as-yet-undetailed smaller chip), Huang promised that every future generation of the company's platforms will include a Spark chip.
That means there will be a Vera Rubin pair of Sparks powered by LPDDR6 memory, and a future Rosa Feynman Spark with a presumably even faster (but as-yet unannounced) memory generation. That multi-generational promise is an important point of trust in Nvidia's commitment to transforming Windows PCs for the agentic AI era.
Building a full product and partner ecosystem is a much larger challenge than simply building and shipping a chip. It's clear that Nvidia has a small army of OEM partners ready to take those chips to market and a deep partnership with Microsoft and ISVs to unlock the capabilities of its platforms for Windows and the applications that run on it.
(Excerpt) Read more at tomshardware.com ...
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The evaluations look like everyone is ignoring the Experience Curve of economics:
Every doubling of cumulative output → unit costs drop 20–30% → prices usually follow downward in competitive markets.
I wonder how token prices can remain high enough over time to pay for this massive hardware build out.
Local models continue to improve. For many applications, local will be good enough.
Massive buildouts are unrealistic, bordering on absurd.
Still need big hardware for training LLMs and other models (eg FSD). And a piece of it is betting on further break throughs.
But the edge will certainly eat away at demand.
Of course. I’m in the Ed Zitron camp regarding AI.
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