Nvidia’s RTX Spark, Intel’s Low-Cost AI Chip and Arm Surge Challenge AMD

AMD

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2026-06-01

Nvidia’s RTX Spark superchip delivers 1 petaflop AI performance with up to 128 GB unified memory on Windows PCs, intensifying direct GPU competition with AMD. Intel’s low-cost AI data-center chip using cheaper memory and cooling undercuts AMD’s server CPU margins, while Arm’s stock rallied 15% on Nvidia’s Arm-based N1X chip.

1. Nvidia’s RTX Spark Raises GPU Competition

Nvidia’s new RTX Spark superchip delivers 1 petaflop of AI performance and up to 128 GB of unified memory on Windows laptops and desktops, combining AI and graphics cores to power local AI agents, creative applications and advanced computing tasks, directly challenging AMD’s desktop GPU lineup.

2. Intel’s Low-Cost AI Chip Targets Server CPU Market

Intel plans to ship a low-cost AI data-center chip by year-end that uses cheaper memory and cooling technology to reduce infrastructure expenses, potentially undercutting AMD’s server processor profit margins if it can match required performance levels.

3. Arm-Based N1X CPU Boosts PC Market Competition

Nvidia’s new PC processor incorporates an Arm-based N1X CPU co-developed with MediaTek, driving Arm’s shares up over 15% and signaling increased royalty and architecture competition for AMD as PC makers consider Arm alternatives.