Apple Loses Big Because Of Nvidia PC Chips

The article argues Nvidia’s launch of the RTX Spark AI superchip for PCs is a major competitive threat to Apple, which was notably absent from Nvidia’s partner list. Nvidia (NVDA.OQ) is positioning PC makers (Dell, Lenovo, Microsoft, HP, Asus, MSI) to run advanced AI workloads on Windows machines, potentially undermining demand for Apple’s M‑series chips. The piece notes short-term selloffs in Intel (INTC.OQ) and AMD (AMD.OQ) after the announcement but concludes Apple (AAPL.OQ) may be the biggest loser because it relied on Google’s Gemini (via a ~$1B/yr deal) instead of building its own large AI infrastructure. Market implications cited include potential risk to Apple’s Mac and iPad revenues and a broader realignment of PC and AI hardware competition that could pressure Apple’s hardware positioning and margins.