Nvidia and Arm shares surge as Nvidia unveils RTX Spark superchip combining its Blackwell GPU with Grace CPU for Windows PCs.

Nvidia unveiled the RTX Spark superchip at COMPUTEX in Taipei, Taiwan, combining Nvidia's Blackwell GPU with its new Grace CPU built on Arm's architecture. Ultra-thin laptops and compact desktop PCs featuring RTX Spark made by Dell, HP, Lenovo, and ASUS are due out this fall.

Nvidia developed RTX Spark with Microsoft to power AI agents (AI systems that autonomously perform tasks) on Windows PCs. The superchip features industry-leading energy efficiency, fast memory, and high-performance graphics technology.

Nvidia CEO Jensen Huang pegs the company's addressable market for CPUs at $200 billion, representing a profit opportunity as Nvidia competes with industry leaders Intel and Advanced Micro Devices.