Nvidia's Vera Rubin and RTX Spark announcements drive semiconductor stocks higher; IPG Photonics, MACOM, and Amkor shares jump 3.7%–7.5%

Jensen Huang announced Vera Rubin, Nvidia's successor to Blackwell, entering full production, delivering a 10x reduction in inference token cost and requiring 4x fewer GPUs to train the same models. System builders including Dell, HPE, Lenovo, Supermicro, and IBM are already in full-scale production.

Nvidia also unveiled RTX Spark, an Arm-based AI PC chip co-developed with MediaTek that integrates a Blackwell GPU and a Grace CPU on a single package with 128GB of unified memory, capable of running 120-billion-parameter AI models locally without cloud connectivity. It launches later in the year on Windows PCs from Microsoft, Dell, HP, ASUS, Lenovo, and MSI.

IPG Photonics jumped 5.8%, MACOM jumped 7.5%, and Amkor jumped 3.7% in afternoon trading following the announcements, as the supply chain—servers, memory, optical connectivity, and chip equipment manufacturers—is positioned to benefit from the next wave of AI compute infrastructure.