Nvidia Wants to Reinvent the PC. Here's What That Means for Intel, AMD, and Qualcomm.

Nvidia unveiled RTX Spark, a new Arm-based superchip for Windows PCs, marking its entry into a market dominated by Intel, AMD, and Qualcomm. While the PC business represents only a rounding error for Nvidia's $81.6 billion revenue, it poses varying threats to competitors: Intel faces the most exposure with PCs generating over half its revenue, AMD has diversified into data centers, and Qualcomm directly competes in Arm-based Windows laptops. The real test comes this fall when devices ship.