Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP
Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP
英伟达携手微软、戴尔和惠普推出 AI 智能体 PC，进军 2000 亿美元 CPU 市场
Nvidia opened Taipei’s enormous Computex trade show on Sunday with a spark, literally. The chipmaker unveiled a new PC CPU called the RTX Spark, which it dubbed a “superchip,” and named a who’s who list of PC makers that will soon deliver AI PCs powered by it. 英伟达周日在台北盛大的 Computex 电脑展上以“火花”开启了序幕，这并非虚言。这家芯片制造商发布了一款名为 RTX Spark 的新型 PC CPU，并将其称为“超级芯片”。同时，英伟达公布了一份重量级 PC 制造商名单，这些厂商很快将推出搭载该芯片的 AI PC。
The super-fast, 1-petaflop chip is designed to run AI agents like OpenClaw or Hermes Agent securely, according to Nvidia. Such RTX Spark Windows PCs will be available this fall from ASUS, Dell, HP, Lenovo, Microsoft Surface, and MSI, with models from Acer and Gigabyte to follow. 据英伟达介绍，这款超高速、算力达 1 Petaflop（每秒千万亿次浮点运算）的芯片旨在安全地运行 OpenClaw 或 Hermes Agent 等 AI 智能体。搭载 RTX Spark 的 Windows PC 将于今年秋季由华硕、戴尔、惠普、联想、微软 Surface 和微星推出，宏碁和技嘉的机型也将随后跟进。
In addition to being equipped with secure sandboxes (jointly developed with Microsoft) to run agents securely, the PCs will also have enough CPU, GPU, RAM, and underlying Nvidia CUDA software to run local versions of large language models. Nvidia said that its RTX technology will deliver faster performance for AI, better image quality, and support for AI features in more than 1,000 games and applications. 除了配备（与微软联合开发的）安全沙箱以确保智能体运行安全外，这些 PC 还具备足够的 CPU、GPU、内存以及底层的英伟达 CUDA 软件，足以在本地运行大语言模型。英伟达表示，其 RTX 技术将为 AI 提供更快的性能、更好的图像质量，并支持超过 1000 款游戏和应用程序中的 AI 功能。
The chipmaker is marketing this as an alternative for creators making AI content, as well as providing a significant upgrade to its traditional market of gamers. Nvidia said more than 100 Windows software makers have signed on to support the new chip, including Adobe, Blender, ComfyUI, Riot Games, and Xbox. 英伟达将此产品定位为 AI 内容创作者的替代方案，同时也为其传统的游戏玩家市场提供了重大升级。英伟达称，已有超过 100 家 Windows 软件开发商签约支持这款新芯片，其中包括 Adobe、Blender、ComfyUI、拳头游戏（Riot Games）和 Xbox。
But Nvidia founder and CEO Jensen Huang’s vision for these new PCs is far larger. He wants to end the days of launching apps, pointing, clicking, and typing. “With RTX Spark and Microsoft Windows, you ask — and the PC does the work,” he said in the press release. “Frontier models. Creative workflows. RTX games. All on a laptop.” 但英伟达创始人兼首席执行官黄仁勋对这些新 PC 的愿景远不止于此。他希望终结那种需要手动启动应用、指点、点击和打字的时代。他在新闻稿中表示：“有了 RTX Spark 和微软 Windows，你只需提出要求，PC 就会完成工作。前沿模型、创意工作流、RTX 游戏，一切尽在一台笔记本电脑上。”
Last month, after delivering another record quarter, Huang promised investors he had found a new $200 billion market for Nvidia in selling CPUs for AI, not just GPUs. He made specific mention of the high-end server CPU released earlier this year called Vera — of which Nvidia says it has already sold $20 billion worth. He also hinted at his bigger ambitions. 上个月，在交出又一份创纪录的季度财报后，黄仁勋向投资者承诺，他已为英伟达发现了一个价值 2000 亿美元的新市场——即销售用于 AI 的 CPU，而不仅仅是 GPU。他特别提到了今年早些时候发布的高端服务器 CPU“Vera”，并称英伟达已售出价值 200 亿美元的该产品。他还暗示了自己更大的野心。
“We’ll have billions of agents, and those billions of agents will all use tools. And those tools are going to be like PCs, just like us humans using PCs today,” he said on the earnings call in May. “We’re going to need a lot more CPUs.” “未来我们将拥有数十亿个智能体，而这数十亿个智能体都将使用工具。这些工具就像 PC 一样，正如我们人类今天使用 PC 一样，”他在 5 月的财报电话会议上说道，“我们将需要更多的 CPU。”
Nvidia ARM-based Windows devices have been tried before — and failed. Back in 2013, Microsoft famously had to write off $900 million on its Nvidia ARM-based Surface RT, with partners like Dell also bailing on the product. But at this point, after delivering record after record of quarterly revenue, it’s hard to bet against Huang as he pursues his PC dreams once again. 英伟达基于 ARM 架构的 Windows 设备此前曾尝试过，但以失败告终。早在 2013 年，微软就曾因其基于英伟达 ARM 架构的 Surface RT 亏损了 9 亿美元，戴尔等合作伙伴也纷纷放弃了该产品。但时至今日，在连续交出创纪录的季度营收后，当黄仁勋再次追逐他的 PC 梦想时，很难有人会看衰他。
And this chip is an entirely different beast. It’s more powerful, not less. Microsoft is positioning its own RTX Spark PC as so mighty that it named it the Surface Laptop Ultra, and is calling it “the most powerful Surface Laptop ever built.” 而且这款芯片完全不同。它性能更强，而非更弱。微软将自家的 RTX Spark PC 定位得非常强大，将其命名为 Surface Laptop Ultra，并称其为“有史以来最强大的 Surface 笔记本电脑”。
Still, PC manufacturers have not released a lot of specifics about each of their offerings, including pricing. These systems appear to be full-fledged Windows versions of the DGX Spark mini-computer that Nvidia already sells to developers for about $4,800. We’ll have to wait and see if these PCs will compete on price with the affordable Mac Mini that has become a popular choice for running OpenClaw. 尽管如此，PC 制造商尚未发布关于各自产品的具体细节，包括定价。这些系统似乎是英伟达已向开发者以约 4800 美元价格出售的 DGX Spark 迷你电脑的完整 Windows 版本。我们拭目以待，看看这些 PC 在价格上是否能与已成为运行 OpenClaw 热门选择的平价 Mac Mini 竞争。
Or perhaps they will sit at the high end of the PC market, like Nvidia’s own agent-running mini computer. Either way, if Nvidia has cracked the code on bringing AI agents easily, safely, and usefully to the masses, it could — and should — be big. 又或者，它们将像英伟达自家的智能体运行迷你电脑一样，定位在 PC 市场的高端。无论如何，如果英伟达已经破解了将 AI 智能体轻松、安全且实用地带给大众的密码，那么这可能会——也理应——成为一件大事。