伴随着数据中心部门年收入在短短四年内从110亿美元飙升至1940亿美元，英伟达的市值已突破5万亿美元。在台北国际电脑展（Computex）上，英伟达推出了与微软历时两年半合作开发的个人电脑（PC）新芯片“RTX Spark”超级芯片，旨在将部分人工智能处理工作负载从云端转移到本地设备。

此举瞄准了个人电脑芯片市场，该市场在过去十年中台式机芯片销量年均下降4%，而笔记本电脑销量持平。英伟达希望通过AI智能体重新定义计算，但它面临着英特尔和超威半导体（AMD）这两个老牌巨头的激烈竞争，后者控制着PC中央处理器（CPU）市场80%以上的份额。

凭借今年预计产生的约2000亿美元自由现金流，英伟达已与惠普、联想和宏碁等主要PC制造商合作推出搭载RTX Spark的设备。这一举措加剧了整个半导体行业的竞争，科技巨头们正日益向彼此的领地渗透。

Nvidia's market value has surged past $5 trillion, driven by its data-center division's annual revenue growing from $11 billion to $194 billion in just four years. At Computex, Nvidia unveiled its new RTX Spark "superchip" for PCs, developed with Microsoft over 2.5 years, to shift some AI processing workload from the cloud to local devices.

This move targets a PC chip market that has seen desktop chip unit sales decline by 4% annually over the last decade, with laptop sales remaining flat. Nvidia hopes to redefine computing through AI agents, though it faces stiff competition from incumbent giants Intel and AMD, which control over 80% of the PC CPU market.

Supported by an estimated $200 billion in free cash flow this year, Nvidia has partnered with major PC makers like HP, Lenovo, and Acer to launch RTX Spark devices. This expansion intensifies competition across the semiconductor industry as tech giants increasingly encroach on each other's territories.

Source: Nvidia wants to supercharge your laptop

Subtitle: Jensen Huang is bringing his chipmaker’s AI act to the PC

Dateline: June 4th 2026