Nvidia’s Computex 2026 keynote centered far more on Artificial Intelligence infrastructure than on traditional graphics hardware, underscoring how the company is positioning itself beyond its roots as a GPU maker. Jensen Huang framed Artificial Intelligence as a driver of software development, coding productivity, profit generation, and agent-based computing, while repeatedly emphasizing full-stack infrastructure, Artificial Intelligence factories, and enterprise platforms. He said, “A long time ago, Nvidia used to be a GPU company. We evolved.”
The presentation also highlighted Nvidia’s data center and enterprise ambitions through its Vera Rubin platform. Huang said SQL runs three times faster on the Vera CPU, and he described Vera Rubin as an agentic system now in production. Much of the keynote focused on pitching Nvidia’s infrastructure to businesses, with Huang arguing that compute should be treated as a revenue engine and warning against choosing rival platforms simply because “the chips are cheaper.”
The main consumer-facing announcement was RTX Spark, which Huang presented as part of an effort to reinvent the PC with Microsoft. RTX Spark was introduced as a new Arm-based chip platform for laptops and positioned for creators and gamers. The Nvidia RTX Spark comes with 20 CPU cores (the CPU has been custom-designed by Nvidia and MediaTek) and 6,144 CUDA cores based on Blackwell architecture. 128GB RAM. Nvidia said the new systems are aimed at “reinventing the personal computer for creators and gamers.”
RTX Spark appears to be the long-rumored Arm chip initiative that had been expected to bring Nvidia into more direct competition with Apple, Qualcomm, Intel, and AMD in personal computing. Nvidia indicated that lots of laptops are coming in “Fall”, with broader details expected to follow later this year. No price was announced during the keynote. Huang also tied the product to a wider push around agentic Artificial Intelligence, describing the shift as potentially as significant as the move from phones to smartphones.
