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On October 22, 2026, NVIDIA CEO Jensen Huang declared at the Berlin GTC conference that PCs need to be reinvented, and only by becoming personal Agents can they meet the needs of the AI era. The same report shows that Huang demonstrated at the conference RTX Spark, an AI PC product built through a secret four-year collaboration with Microsoft; the device uses a chip design that integrates CPU and GPU, offering up to 128GB of unified memory and up to 1 petaflop of FP4 AI compute. The report also outlines various ways local Agents can be hosted, including box-type products, workstations, and a virtual host model that connects multiple devices into distributed compute nodes; an edge-chip industry practitioner said that among actual shipments of its chips designed for AI PCs, orders for edge servers and box-type products are growing faster. Currently there are no subsequent factual developments in this matter.
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Oct 22
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Jensen Huang Bets on AI PCs, but the Best Host for Agents Remains Disputed
At the GTC conference in Berlin, Nvidia CEO Jensen Huang said PCs need to be reinvented, and showcased RTX Spark, an AI PC product built through four years of secret collaboration with Microsoft. The device uses a chip design that fuses CPU and GPU, offering up to 128GB of unified memory and up to 1 petaflop of FP4 AI compute. The article surveys the various ways local Agents can be hosted, including box-type products, workstations, and a virtual host model that links multiple devices into distributed compute nodes, and notes that some on-device chip practitioners say that among actual shipments of their chips designed for AI PCs, orders for edge servers and box-type products are growing faster.