Markets NVDA -0.33% JUN 04, 2026

Huang declares 'AI is now a profit generator' at COMPUTEX, unveils RTX Spark PC chip

Nvidia CEO used his GTC Taipei keynote to push the company into Windows laptops, confirm Vera CPU is in full production, and tease an unannounced second-half product.

BY HENLEY MARRAST · MARKETS DESK

Jensen Huang opened GTC Taipei at the Taipei Music Center on Monday with a single line built for the earnings-call era: “AI is now a profit generator.” The framing matters because Nvidia entered the keynote carrying a market value of roughly $5 trillion, per Reuters, and the company’s narrative needs to migrate from capex story to cashflow story without skipping a quarter.

To that end, Huang used the address to push Nvidia into territory it has historically ceded to Intel and AMD. The headline product is the RTX Spark, internally known as N1X, an Arm-based PC superchip co-developed with Microsoft and arriving this fall in Windows laptops from Dell, HP, ASUS, Lenovo, MSI and Microsoft itself. CNBC reports configurations up to 128GB of memory, the same ceiling as a top-spec MacBook Pro that runs about $5,099. Nvidia hasn’t disclosed laptop pricing, and cut-down versions are planned.

Huang reached for the obvious analogy. “This reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone,” he said. The smartphone comparison is doing real work: it tells investors the PC refresh cycle is about to become a recurring AI-silicon cycle.

The data-center pitch was sharper. Vera CPU is in full production and ships in the fall, with Ian Buck, Nvidia’s VP of hyperscale and HPC, citing 1.8x faster token generation than current x86 silicon. Anthropic, OpenAI, xAI, Oracle and CoreWeave are named early customers. “This is going to be our new major growth driver,” Huang said.

Nvidia also unveiled DSX, its AI factory framework, with DSX MaxLPS claiming 40% more GPUs within the same power budget and an open-source DSX OS. CoreWeave, Nebius, Nscale, NAVER Cloud and Yotta are deployment partners. “The world is racing to build AI factories, the largest infrastructure build out in human history … because compute is revenues,” Huang said, a sentence that telegraphs how the company wants Wall Street to model demand.

Then the tease: “The second half of this year is going to be very, very busy with Grace Blackwell, Vera Rubin, and we have a surprise new product that we haven’t told anyone about yet.”

Backdrop: Huang committed last week to investing around $150 billion a year in Taiwan. The keynote was the shareholder-facing companion to that pledge. Compute is revenues; Taiwan is the factory floor; the rest is sequencing.

Sources

About the author

Henley Marrast

MARKETS DESK

Henley Marrast covers AI-equity flow, accelerator demand, and earnings prints for AI Sheet Report. She leads coverage of the public AI complex from the New York markets desk, with a focus on the daily tape and quarterly results. She has been writing about technology markets for several years.