Nvidia's RTX Spark Declares War on Intel, AMD, Qualcomm as PC Market Transforms

By June 9, analysts concluded Nvidia's RTX Spark superchip has permanently disrupted the PC silicon landscape, with Qualcomm seen as most immediately threatened and Intel facing the broadest existential challenge to x86 dominance. The June 1 Computex launch drove NVDA shares +6.26% to $224.36, backed by six major OEMs shipping 30+ laptops and 10 desktops this fall. The chip delivers 1 petaflop of AI performance, 128GB unified memory and runs models up to 200 billion parameters, targeting a $200B CPU market. Despite strategic significance, analysts note PC revenue will be modest near-term given data center dominates at 92% of Nvidia's $81.6B quarterly revenue, with BofA maintaining a $350 price target.