Nvidia's RTX Spark: A Bold Bid for the $200 Billion CPU Market

Nvidia is making its boldest move yet to penetrate the $200 billion CPU market by launching RTX Spark, a new processor built specifically to run AI agents locally on PCs. With major OEM backing from Microsoft, Dell, HP, and Lenovo—plus support from over 100 software makers—Nvidia is establishing AI agents as the killer app that justifies buying new PC hardware, fundamentally shifting how users interact with their computers. If successful, this would finally give Nvidia a major foothold in the CPU market and reshape the entire PC landscape.