Nvidia’s RTX Spark Laptops Look Hell-Bent on Disruption

Nvidia’s RTX Spark Laptops Look Hell-Bent on Disruption

英伟达 RTX Spark 笔记本电脑:志在颠覆行业

The moment many have been waiting years for has arrived. Nvidia has long made graphics cards that powered the Windows PC ecosystem for decades—now it wants to control the whole thing with “superchips,” starting with the RTX Spark. 许多人等待多年的时刻终于到来了。几十年来,英伟达一直为 Windows PC 生态系统提供显卡支持,而现在,它希望通过“超级芯片”来掌控整个系统,RTX Spark 就是这一战略的开端。

Announced over the weekend at the Computex tech expo in Taiwan, RTX Spark chips combine unified memory, RTX graphics, and the new part: the N1 CPU. Nvidia already owns the entire world of AI processed in data centers with its GPUs. But now it’s making its play for locally run AI too. It’s just a tease of what’s to come right now, but these are the first Windows devices that may actually live up to the overused “AI PC” name. 在上周末于台湾举行的台北国际电脑展(Computex)上,英伟达发布了 RTX Spark 芯片,该芯片集成了统一内存、RTX 显卡以及全新的 N1 CPU。凭借其 GPU,英伟达已经统治了全球数据中心的 AI 处理领域。但现在,它正向本地运行的 AI 领域发起冲击。虽然目前这只是未来趋势的预演,但这些设备是首批真正能够配得上“AI PC”这一被滥用称号的 Windows 设备。

The Fake AI PC

虚假的“AI PC”

Microsoft has been talking up the idea of “AI PCs” since 2024, but it has never felt real. Sure, its Copilot+ PCs had built-in neural processing units (NPUs) and started with 16 GB of RAM, but they didn’t have the performance to run large language models locally any more than your phone. Rather than build the hype machine around AI, Microsoft’s early promises about the next era of the PC felt empty. 自 2024 年以来,微软一直在大肆宣传“AI PC”的概念,但它从未让人感到真实。诚然,其 Copilot+ PC 内置了神经处理单元(NPU)并以 16GB 内存起步,但它们的性能并不足以在本地运行大语言模型,其能力与你的手机相差无几。微软早期关于 PC 下一个时代的承诺,与其说是围绕 AI 打造炒作机器,不如说显得空洞无物。

While they need to be tested, and prices are still undetermined, these new Nvidia laptops look truly like real AI PCs. The combination of unified memory up to 128 GB, an efficient Arm-based CPU, and the company’s trademark RTX graphics cards gives you a computer unheard of outside the MacBook Pro. This competition is important as the MacBook Pro (or Mac desktops) was the only serious option for AI enthusiasts looking to run foundation-level models locally. 虽然这些新设备仍需测试,价格也尚未确定,但它们看起来确实是名副其实的 AI PC。高达 128GB 的统一内存、高效的 Arm 架构 CPU 以及英伟达标志性的 RTX 显卡,组合出了一台在 MacBook Pro 之外前所未见的电脑。这种竞争至关重要,因为对于希望在本地运行基础模型的 AI 爱好者来说,MacBook Pro(或 Mac 台式机)此前是唯一的严肃选择。

Nvidia is opening up its technology to the usual collaborators in the Windows space, such as HP, Asus, Dell, Lenovo, and others. Microsoft’s own Surface Laptop Ultra, though, might be the pinnacle of this new breed of PC. It’s a proper MacBook Pro alternative, featuring a 15-inch Mini-LED display and several ports in a package that appears to be similar in size. Microsoft hasn’t had a performance-driven Surface device in years, and this one comes ahead of a rumored “MacBook Pro Ultra” coming later this year. 英伟达正在向 Windows 领域的常规合作伙伴开放其技术,如惠普、华硕、戴尔、联想等。不过,微软自家的 Surface Laptop Ultra 可能是这一新型 PC 的巅峰之作。它是一款真正的 MacBook Pro 替代品,配备 15 英寸 Mini-LED 显示屏和多个接口,机身尺寸似乎也相差无几。微软多年来一直没有推出过性能驱动型的 Surface 设备,而这款产品的发布正值传闻中今年晚些时候推出的“MacBook Pro Ultra”之前。

I’d be lying if I said I wasn’t excited. One of the issues with Windows laptops that try to compete with the MacBook Pro is battery life. Because they always need to rely on discrete graphics cards (usually from Nvidia), things like battery life and fan noise tend to nose-dive. Only this year, with the release of Intel’s new Core Ultra Series 3 chips, have we seen laptops like the Dell XPS 14 that can balance GPU performance and battery life closer to the level of the MacBook Pro. But those configurations max out at 64 GB of memory. 如果说我不感到兴奋,那是在撒谎。试图与 MacBook Pro 竞争的 Windows 笔记本电脑面临的问题之一是电池续航。由于它们总是需要依赖独立显卡(通常来自英伟达),电池续航和风扇噪音等问题往往会急剧恶化。直到今年,随着英特尔新款酷睿 Ultra Series 3 芯片的发布,我们才看到像戴尔 XPS 14 这样能够将 GPU 性能和电池续航平衡到接近 MacBook Pro 水平的笔记本电脑。但这些配置的内存上限仅为 64GB。

It’s not just about more memory. It’s also the fact that the graphics will be up to as powerful as a discrete RTX 5070. And it’s also the software layer (known as CUDA) that allows developers to access the system’s GPU cores. Nvidia has built a highly developed AI platform around CUDA because of its use in data centers. Bringing that AI processing prowess to local PCs could mean AI performance that pulls far more out of the hardware than current computers do. Mac development has grown rapidly over the past year, but it’s still far behind the scale that Nvidia could do with RTX Spark. 这不仅仅是内存增加的问题。更重要的是,其图形性能最高可媲美独立显卡 RTX 5070。此外,还有允许开发者访问系统 GPU 核心的软件层(即 CUDA)。由于在数据中心的应用,英伟达围绕 CUDA 构建了一个高度发达的 AI 平台。将这种 AI 处理能力带到本地 PC,意味着 AI 性能将远超当前电脑从硬件中榨取的水平。过去一年,Mac 的开发进展迅速,但与英伟达通过 RTX Spark 所能达到的规模相比,仍有很大差距。

Sparking a Revolution

引发革命

Don’t be fooled into thinking these will be priced affordably. Some reports estimate that prices for high-end configurations of RTX Spark laptops will be over $4,000. That shouldn’t come as a shock, as that’s what a similarly configured MacBook Pro costs these days. 别以为这些设备价格亲民。一些报告估计,高端配置的 RTX Spark 笔记本电脑价格将超过 4000 美元。这并不令人震惊,因为如今配置相当的 MacBook Pro 也是这个价格。

It’s no longer difficult to envision a near future in which local AI models are routinely used for inference across a wide range of work projects. As agentic models become easier to use and more streamlined, using them locally will increasingly be preferred for privacy reasons too. We’re already seeing the demand skyrocket for the Mac Mini, which is facing long shipping times that Apple attributes to surprisingly fast AI adoption. RTX Spark has its eyes set on the Mac Mini as well, with several small-form-factor (SFF) compact desktop PCs on the way. 现在不难想象,在不久的将来,本地 AI 模型将被常规性地用于各种工作项目的推理任务。随着智能体模型(agentic models)变得更易于使用且更加精简,出于隐私考虑,在本地运行它们将成为首选。我们已经看到 Mac Mini 的需求激增,其漫长的发货时间被苹果归因于 AI 的快速普及。RTX Spark 也盯上了 Mac Mini 的市场,几款小尺寸(SFF)紧凑型台式机 PC 正在研发中。

These devices may start at lower-powered configurations to reach broader audiences. The press releases from Nvidia and Microsoft all state that the devices will feature “up to” 128 GB of memory and “up to” a 20-core CPU. Nvidia wanted to come out swinging by talking up its max range of performance, especially as a follow-up to the DGX Spark desktop from earlier this year. But these lower-tier configurations could appeal to buyers who are not AI enthusiasts, such as gamers or creators—or people who do a little bit of both. 这些设备可能会以较低功耗的配置起步,以覆盖更广泛的用户群体。英伟达和微软的新闻稿均指出,这些设备将配备“最高”128GB 内存和“最高”20 核 CPU。英伟达希望通过强调其最高性能表现来先声夺人,尤其是作为今年早些时候发布的 DGX Spark 台式机的后续产品。但这些低配版本可能会吸引非 AI 爱好者的买家,例如游戏玩家或创作者,或者两者兼顾的用户。

Nvidia is, after all, still marketing gaming capabilities for these RTX Spark laptops. The extent to which they emphasize and reach into these categories will determine just how big the impact will be on Intel, AMD, and Qualcomm. But for right now, there’s reason to be on high alert. 毕竟,英伟达仍在为这些 RTX Spark 笔记本电脑宣传游戏性能。他们对这些领域的重视程度和渗透深度,将决定其对英特尔、AMD 和高通的影响力有多大。但就目前而言,各方确实有理由保持高度警惕。

The exciting part is that these devices will provide hardware not previously available in the Windows ecosystem, creating a new class of device out of whole cloth. That should be an uplift for the Windows PC as a whole. Either way, as an early skeptic of the idea of the “AI PC,” I’m shocked to say that I’m starting to buy the vision. 令人兴奋的是,这些设备将提供 Windows 生态系统中此前从未有过的硬件,凭空创造出一个全新的设备类别。这应该会提升整个 Windows PC 的水平。无论如何,作为“AI PC”概念的早期怀疑者,我很震惊地发现,我开始认同这一愿景了。