Nvidia’s AI PC push banks on unproven demand beyond niche users

Nvidia’s entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, analysts said.

At the Computex trade show in Taiwan, the chipmaker pitched a future where laptops run large AI models locally and act as personal digital agents, no cloud needed.

It’s a claim that PC makers HP and Dell have made for nearly three years now, only to be met with skepticism from Wall Street and consumers, with high prices outweighing tangible benefits.