On June 3, Nvidia CEO Jensen Huang released the AI intelligent PC chip RTX Spark this week. Ming-Chi Kuo, a well-known analyst at Tianfeng International Securities, said that in the next two years, RTX Spark devices will still be a niche product in the laptop market. Apple’s response to device-side AI agents at WWDC will be another focus of observation besides Siri.
Jen-Hsun Huang shows off notebook equipped with RTX Spark
Ming-Chi Kuo said that Huang Renxun proposed a device-side AI agent narrative this time, the core of which is his slogan of "reinventing the PC" and a conceptual demonstration of the device-side AI agent workflow.The above slogans and concept demonstrations will help accelerate the formation of market consensus on device-side AI agents in the short term.
Although Jen-Hsun Huang took the lead in proposing the vision and narrative of device-side AI agents, after all, in the next two years, RTX Spark devices will still be a niche product in the laptop market, so it is still too early to judge who will win and who will lose in this business competition.
He pointed out that before the GTC conference, most discussions and predictions about RTX Spark (N1X) focused on the chip code name, specifications and supply chain. In contrast, the importance of operating systems is rarely mentioned. Huang Renxun's speech put the operating system and chip platform at the core of "reinventing the PC", which also echoes the core point of view previously proposed by Ming-Chi Kuo:The key to promoting device-side AI upgrades and replacements lies in the operating system.
After Huang Renxun proposed the slogan of "reinventing the PC", how Apple will respond to the device-side AI agent workflow at the WWDC held on June 8 has become another important focus of observation in addition to the extent of Siri's improvement.
For Nvidia and Microsoft, even if there are any changes in the subsequent development and shipping schedule of RTX Spark, it will not weaken the strong growth momentum of these two companies in the field of AI infrastructure. In contrast, the consumer electronics business makes up almost all of Apple’s hardware business, and device-side AI is the main axis of the current consumer electronics innovation trend. Therefore, in addition to putting forward an attractive narrative, Apple also needs to provide a clear implementation plan, such as more complete development tools, an update roadmap for the agent-ready operating system (agent-ready OS), and a specific launch schedule for related functions.