What are AI PCs that Nvidia's Jensen Huang is betting on?

Nvidia is betting on AI-enabled PCs by embedding artificial intelligence directly into laptops and desktops with a new chip developed alongside MediaTek, aiming to move AI workloads off cloud data centers. CEO Jensen Huang unveiled RTX Spark, designed to run agents locally and power AI features on devices, in collaboration with Microsoft to 'reinvent the PC' for the AI era. RTX Spark systems will come from ASUS, Dell, HP, Lenovo, MSI, Acer, and Gigabyte, expected this fall. HP said AI PCs made up 44% of its Q2 PC shipments, up from 35% last quarter, while IDC cautions 2026 PC shipments may fall due to memory shortages and higher costs.