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Nvidia has been the largest recipient of funds from the huge AI Server Farm Build out. Now they are going after the entirely new level of AI PC hardware with Unified Memory that is coming down the pipe.

This type of computer using Nvidia's latest "RTX Spark" consumer laptop processor (the N1X), incorporating a Blackwell GPU, an ARM-based CPU, and 128 GB of unified memory will be capable of running 70B to 90B Models (e.g., Llama 3 70B, Llama 3.1 85B) with previously unmatchable performance and high precision for local hardware.

I had assumed that as this type of hardware became available that it would reduce the demand for the capabilities of AI server farms. And it likely will for many users, but it is interesting that Nvidia is not only embracing this type of hardware... they obviously have plans to dominate it. Although AMD and Apple currently seems to have a headstart with their Ryzen AI Max / Strix Halo chips and the Apple M5 Max.

Microsoft Windows Co-Pilot approved hardware does not hold a candle to these types of machines. People who are not enthusiasts will likely have a difficult time comprehending the major advancement that this architecture and hardware actually represent. For more than ten years we have seen nothing but incremental improvements in PC hardware. That is why so many of us able to continue using hardware designed for Windows 10 or even earlier operating systems with little difficulty.

1 posted on 06/01/2026 6:20:47 PM PDT by fireman15
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To: fireman15

Do consumers wish to buy these devices? That is the key question.

Remember GM and Ford going all-in on electric cars, only to discover the demand was not there.


2 posted on 06/01/2026 6:23:47 PM PDT by proxy_user
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To: fireman15

Thanks to AI, the desktop PC I had spec’ed out back in September 2025 for around $1,400 would now cost around $2,600 for essentially the same components. Most of the cost increase is tied to RAM and solid state drive (SSD) costs. And guess what’s driving those costs through the stratosphere: AI data center.


3 posted on 06/01/2026 6:25:13 PM PDT by CatOwner ( )
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To: fireman15

This is a direct response to Apple completely selling out their entire MacMini line to OpenClaw users running local models.


4 posted on 06/01/2026 6:28:51 PM PDT by montag813
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To: fireman15

Offload basic AI computing to the end user? Also creating a small localized networking AI system for the easy AI needs, thus offloading the larger AI data centers? And just to thrown in a conspiracy thought, your control over your computer is over. They will control you, your money and your life?


5 posted on 06/01/2026 6:29:14 PM PDT by Lockbox (politicians, they all seemed like game show host to me.... Sting)
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To: fireman15

I find the name confusing. We already have SPARC.


6 posted on 06/01/2026 6:35:49 PM PDT by Dr. Sivana ("Whatsoever he shall say to you, do ye." (John 2:5))
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To: fireman15

Amazing how far Nvidia has come. My first nvidia product was a GeGorce2 GTS I bought for playing Quake.


14 posted on 06/01/2026 7:00:08 PM PDT by libh8er
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To: fireman15

The Datacenter bubble will pop, since token-based billing isn’t going to work. Nobody wants to pay full-freight for AI.
Jensen needs to move product, so a return to the desktop with local models makes sense.


15 posted on 06/01/2026 7:02:49 PM PDT by bobcat62
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To: fireman15

I definitely bought their stock. I’m happy with it for right now. We’ll see how things go. of course, I’ve never sold the stock in my life from 18 to 57. I guess there’s always a first for everything.


16 posted on 06/01/2026 7:03:01 PM PDT by napscoordinator (DeSantis is a beast! Florida is the freest state in the country! )
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To: fireman15

A woman was paying $2000 monthly to use Claude AI. She switched to Chinese/CCP Deep Seek AI. Price $5 monthly and 80% as good as Claude.


29 posted on 06/01/2026 8:27:20 PM PDT by dennisw (Qatarlson the Insufferable blowhard. There is no limit to human stupidity. |||||||||||||||||||||||||)
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To: fireman15

This will drive the stock price to create even more”NVDIA millionaires”


33 posted on 06/01/2026 8:50:25 PM PDT by bigbob (We are all Charlie Kirk now)
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To: fireman15

There will come a time in the not too distant future where we’ll look back and LAUGH about how we used to have to go online to use AI. I’m not tech-savant, and even I can see where this goes.


36 posted on 06/01/2026 9:35:16 PM PDT by FrankRizzo890
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