Nvidia

Nvidia is betting that AI is going to change the way you use your computer — and with a new chip, the RTX Spark, it’s hoping to ensure it powers that new-fangled AI machine. The Verge’s Sean Hollister explains what’s inside the Spark, why Nvidia is taking on Apple, Intel, AMD, and the rest of the chip industry, and whether the world’s most valuable company has a shot at reinventing the personal computer. Without charging a fortune.

Nvidia CEO Jensen Huang is on stage at Microsoft Build this morning, albeit virtually. He says Nvidia started working with Microsoft on RTX Spark about three years ago, and it has led to the creation of the new Surface Laptop Ultra and Surface RTX Spark Dev Box.

Along with a new ARM CPU for Windows laptops, Nvidia’s Computex news includes another feature it’s adding to the DLSS 4.5 suite ahead of that other DLSS AI graphics update. Called Ray Reconstruction, it uses a second generation transformer AI model to “generate higher-quality pixels in the noisy parts of a ray traced frame where rays were not sampled.”

Nvidia says it’s working with everyone to get software ready for RTX Spark laptops this fall, but as for Adobe, Premiere is getting a whole new video pipeline to take advantage of Spark’s up-to-128GB of unified memory, and Nvidia says Photoshop is “transitioning from 5 percent to 100 percent GPU accelerated processing.” Just ask AI agents to transform your images, too.

Nvidia tells us over 30 laptops and 10 desktops are currently in the works with its “most efficient PC chip ever built,” but today it’s only confirming these eight. Asus, Dell, HP, Lenovo, MSI, and of course Microsoft are the primary partners for this fall’s launch. No prices or spec sheets for most of these yet.

Nvidia’s not just GPUs and networking anymore: it just announced its second major server CPU, Vera, and Jensen says “this is going to be our new major growth driver.” Says Vera has “the highest instructions per clock in the world” — 10 every cycle — and dramatically speeds up data processing. A few of his slides:

Nvidia used to break out data center compute, networking, gaming, professional visualization, automotive, and more. But now that AI has become the Nvidia business and even networking is bigger than gaming, it’s throwing PCs, game consoles, workstations, robots, cars, and cellular base stations all into a new “Edge Computing” catch-all category.

The company reported record overall revenue of $81.6 billion and record data center revenue of $75.2 billion, driven by continued demand for its chips in AI data centers.

While Gloria Caulfield’s invocation of AI at a commencement fell flat, over the weekend, Nvidia founder and CEO Jensen Huang received an honorary Doctor of Science and Technology degree and a few ovations while delivering a nearly 20-minute speech about AI and robotics.

Buying it on its own from Framework, the GPU costs $1,199.00 — a $500 jump from the 8GB variant, which costs $699.00. As part of a full laptop order, the gap between them is $500, too.

Nvidia is launching a 12GB version of its RTX 5070 laptop GPU, to go along with the existing 8GB configuration. Nvidia’s blog post explains how this will actually help supply during the RAM shortage:

OpenAI’s latest round of private investment has closed, with participation from Amazon, Nvidia, Softbank, and Microsoft, as well as $3 billion from individual investors, as it prepares for a potential IPO. This comes after it announced the end of its video generator Sora, and the announcement says it will focus on building a “unified superapp” with ChatGPT, Codex, browsing, and other agents all built in.

Nvidia CEO Jensen Huang thinks we’ve achieved AGI — artificial general intelligence — which would sound more impressive if anyone could agree what it actually means, or whether it’s even the right term. But hey, that just means Huang can define it how he likes, and claim success whenever it’s convenient.

“The reason for that is because, as I have explained very carefully, DLSS 5 fuses controllability of the of geometry and textures and everything about the game with generative AI,” Huang said, according to Tom’s Hardware, and he noted that developers can “fine-tune the generative AI.”

During GTC on Monday, Nvidia announced it’s launching NemoClaw, an agentic AI platform that adds privacy and security protections to the autonomous AI platform OpenClaw by running it in an “isolated sandbox” environment:

Nvidia’s also got a whole blog post dedicated to the “real-time neural rendering model that infuses pixels with photoreal lighting and materials.” It’s coming this fall with support from Bethesda, Capcom, Hotta Studio, NetEase, NCSoft, S-Game, Tencent, Ubisoft and Warner Bros. Games to start.

The GeForce Game Ready Driver 595.59 that optimizes DLSS features for the game on PC has been temporarily removed after Nvidia discovered a bug impacting fan control and monitoring. Anyone who already installed the driver is being advised to roll back to 591.86 WHQL while the issue is investigated.

Nvidia just reported a record $68.1 billion in revenue for Q4 of 2026, up from $39.3 billion last year, with $62.3 billion coming from its data center business alone.

After a previously-announced $100 billion deal went “on ice,” as The Wall Street Journal reported, Nvidia is nearing a $30 billion equity investment as part of a larger funding round, the Financial Times reports. The investment might be tied up as soon as this weekend.