Nvidia’s Computex Offensive: AI Factory in Full Production, PC Invasion Underway
Veröffentlicht: 03.06.2026 um 05:42 Uhr, Redaktion boerse-global.de
At this year’s Computex, Nvidia left little doubt about its ambitions. CEO Jensen Huang used the Taipei keynote to unveil a two-pronged strategy that stretches from the data centre to the everyday desktop — a move that sent ripples through the chip landscape and reshaped investor expectations overnight.
The Vera Rubin platform, pairing the Vera CPU with the next-generation Rubin GPU, has already entered volume production. Huang confirmed that first systems are being delivered to customers including OpenAI, Anthropic, xAI, Dell, Oracle and CoreWeave. The performance leap is stark: Vera Rubin is expected to deliver 3.5 times the AI training throughput of its predecessor Blackwell and five times the inference capability. Full system shipments are slated for the autumn.
Yet it was the second announcement that truly rattled the incumbents. Nvidia introduced the RTX Spark Superchip, a Windows PC processor developed in collaboration with Microsoft and MediaTek. The chip combines a Blackwell GPU with an Arm-based CPU and up to 128 gigabytes of unified memory, delivering one petaflop of FP4 compute — enough to run large language models locally. Production is set for the second half of 2026, with partners Microsoft, Dell, HP, ASUS, Lenovo and MSI already lined up.
The market took notice immediately. Nvidia shares gained 6.3% on the announcement day, while Intel dropped 4.7% to $109.33. Qualcomm fell 8.8%, reflecting the broad threat to the x86 ecosystem. MediaTek, Nvidia’s development partner, climbed more than 5% and Arm Holdings surged over 7%. The broader indices also closed at records: the Nasdaq Composite rose 0.42% and the S&P 500 added 0.26%.
Should investors sell immediately? Or is it worth buying Nvidia?
At Tuesday’s close, Nvidia stock stood at 191.60 euros, having touched an intraday high of 191.72 euros earlier. That left the shares 4.70% below the year-to-date peak and 4.64% off the 52-week high of 201.05 euros. Year-to-date gains stand at 18.93% as of the close — after hitting 19.01% intraday — while the 12-month return is 54.22%. The distance to the 200-day moving average remains a healthy 19.06%.
Seaport Research analyst Jay Goldberg acknowledged the technical promise of RTX Spark but cautioned that near-term revenue impact would be negligible. The software ecosystem for Windows on Arm remains a drag, and Goldberg expects it will take several product generations before mainstream adoption materialises. That risk runs both ways: a strong chip alone does not guarantee a mass market.
Nvidia’s supply chain message was equally deliberate. Huang stressed that the company has secured enough production capacity — through partners TSMC, Amkor, SPIL, Wistron and Foxconn — to feed the demand pipeline without bottlenecks. He specifically highlighted investments in US-based manufacturing ecosystems, a nod to the political and logistical risks that have dogged the semiconductor industry.
Meanwhile, the attack on Intel and AMD is structural. Their PC empires rest on x86, an architecture born in the late 1970s. Nvidia is betting on Arm, the same design family that powers smartphones and Apple’s Mac line. The PC market itself offers ample volume: IDC estimates 296 million chips shipped in 2025, the first growth in three years, though still well below the pandemic peak of 361 million in 2021.
Nvidia at a turning point? This analysis reveals what investors need to know now.
Before Computex, Nvidia’s 2025 gain had been a relatively modest 13% — far behind the iShares Semiconductor ETF’s nearly 89%. Intel was up almost 200% year-to-date and AMD around 130%. The gap explains why the market reacted so sharply when Nvidia emerged as a credible threat in premium PCs.
Huang also touched on the evolution of data centre interconnects, noting that silicon photonics will augment copper where distances demand it. For Nvidia, the autumn will be the proving ground: Vera Rubin systems will ship, and the first RTX Spark devices will move from announcement to assembly. Whether the company can turn technical superiority into durable revenue streams will then become the question the market is already pricing in.
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