NVIDIA在Computex发布了RTX Spark ARM超级芯片,采用系统级封装,集成了20核Grace CPU、6,144 CUDA核心的Blackwell GPU、最高128GB统一内存,并提供1 PetaFLOP FP4算力。此举标志着NVIDIA从显卡供应商转变为构建完整系统(包括CPU、GPU、内存和软件栈),直接与Intel、AMD、Qualcomm和Apple竞争。产品被定位为“个人AI计算机”,其128GB统一内存旨在支持本地运行120B参数的大语言模型。目前,该芯片的GPU存在功耗限制(45–80W),实际性能和电池表现待验证,且Windows on ARM平台仍面临游戏和x86兼容性挑战。产品计划于2026年秋季发货。
At Computex, NVIDIA walked into a market it never owned: the PC itself.
RTX Spark is an ARM superchip: 20-core Grace CPU, Blackwell GPU with 6,144 CUDA cores, up to 128GB unified memory, 1 PetaFLOP FP4. The GPU core count sits at RTX 5070 (!) level, in a laptop as thin as a MacBook.
However, the strategy is the story:
NVIDIA used to sell graphics cards. Now it builds the whole system: CPU, GPU, memory and software stack on one package, all on Windows on ARM. That puts it head to head with Intel, AMD, Qualcomm and Apple at the same time. Four rivals, one chip.