On the stage of the Computex conference in Taipei, Jensen Huang made a claim that would have sounded like science fiction a decade ago: the mouse and keyboard, two of the most enduring artefacts of the personal computer age, could soon be made redundant. The chief executive of Nvidia — now a company valued at roughly $5 trillion — unveiled the RTX Spark, a hybrid chip that fuses a microprocessor with a graphics unit and is designed to run artificial intelligence agents directly on a laptop or desktop, without sending data to a remote server. Developed in collaboration with Taiwan's MediaTek and paired with Microsoft's Windows software, the chip will be manufactured into devices by Dell, Lenovo, Asus and HP before the year is out. What makes the RTX Spark strategically unusual is not merely what it does, but who it threatens.

By building a chip powerful enough to govern an entire PC, Nvidia is entering territory long held by Intel, Apple, Qualcomm and AMD. For years, Nvidia's dominance rested on the graphics cards that power data centres and train large language models; the RTX Spark signals a deliberate push toward the everyday consumer. Huang framed the moment as a reinvention of the PC "for the first time in 40 years" — a phrase that invites scepticism but is difficult to dismiss entirely, given the company's record of underestimated ambition. Analysts have reached for significant comparisons.

Neil Shah of Counterpoint Research placed the chip's potential alongside the arrival of the iPhone and the public debut of ChatGPT, arguing that it could shift the PC from an app-centred tool into a genuinely agentic machine — one that acts on a user's behalf rather than waiting for commands.