NVIDIA enters the PC field, fully opening up the end-side AI track.

On June 1, NVIDIA CEO Huang Renxun announced that NVIDIA officially entered the PC processor market and released a new processor system-level chip RTX Spark for Windows PC, promoting AI from data centers to personal terminals. In response to this news, A-shares in the AI PC sector have risen successively. As of the close of June 3, individual stocks such as Chunqiu Electronics, Raytheon Technology, and Yinglei Shares have shown significant increases. "NVIDIA's collaboration with MediaTek and Arm to launch a CPU+GPU solution may indeed impact the Wintel alliance, but more importantly, this means that the solutions for AI on the end side will emphasize computing power and ecosystem." Omdia analyst and director He Hui said in an interview with reporters that NVIDIA's entry into the PC market is the starting point and indicator of the outbreak of end-side AI, marking the comprehensive opening of the AI reasoning era. The domestic industry can benchmark NVIDIA's "formation" model, focus on applications at the end, and implement more AI reasoning scenario applications.