NVIDIA

Apple ousts Nvidia and becomes the most valuable company in the world for a few hours. The secret is in the spending of AI

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Two years ago the surprise came and Nvidia overtook Apple becoming the most valuable company in the world for the first time. Since then the title has changed hands on several occasions, although Nvidia has retained it practically uninterrupted since mid-2025: good times are going on for Jensen Huang’s team, with stratospheric benefits thanks to the AI ​​race in which he is one of the great beneficiaries. But last night, in just a few hours, a company that is not going through its best moment: sue OpenAI for theft of trade secrets, immersed in full transition of its CEOwith a talent drain and lagging behind in AIonce again emerged as the most valuable company on the planet despite all of the above. Surpass from Apple to Nvidia. Although fleeting, this reorganization of the ranking of the technological giants constitutes a warning to sailors about the expectations placed on AI. what has happened. During the Friday session and how AOL collectsApple was valued at $4.88 billion, above Nvidia’s $4.86 billion, which fell 3.5%. It was a hit and miss: at closing, Nvidia’s capitalization reached 4.92 billion, thus barely surpassing Apple’s 4.89 billion. Fleeting but significant: Apple returned to the throne for the first time since April 2025. Why is it important. Beyond the stock market anecdote, this turmoil reflects a change in the narrative about who truly benefits from the AI ​​boom. One of the large and immediate direct beneficiaries is Nvidia and its leadership reflects this. Toni Meadows, Chief Investment Officer at BRI Wealth Management, declares for Reuters that Apple is less dependent on capital spending intensity and is better positioned to monetize AI through services, the closed ecosystem and hardware upgrades. Nvidia rises with certain fluctuations because it is directly exposed, but Apple is better positioned to reap its rewards with less risk. Context. Nvidia has just broken historical records: in October it became the first company in the world to exceed a valuation of $5 trillion: it looked down on the rest of the magnificent seven. The reason? Chips for AI. Apple, on the other hand, has earned the label of lagging behind: it does not invest in its own models and is laying all its eggs in Google basket. However, in 2026 there is an increase of 20% so far this year. In detail. The catalyst for this movement has been Siri: last month Apple got its act together and renewed its assistant with the new Siri AI. It arrived late to the party, but it starts from a privileged position compared to some rivals and new startups: the personal data that each iPhone and the ecosystem houses. Of course, you have to discover how to take advantage of that information without compromising the privacy of users. The future. What happens from now on will depend on whether Apple manages to turn the promise of monetization into tangible results. Or what is the same: if the new and late Siri manages to stand up to Gemini in the Android ecosystem or compete in features with ChatGPT. For Nvidia, the future involves demonstrating that the colossal spending on AI infrastructure by its clients (hyperscalers such as Microsoft, Google or Amazon) continues to translate into large orders for chips, and that the bubble of an investment that, for the moment, does not offer a sufficient return does not burst. The next quarterly results will be the best thermometer to verify if this rotation of investors towards those who monetize AI with less risk is consolidated. In Xataka | Apple sues OpenAI for stealing trade secrets: “Lol, I have access”, the message of the engineer who uncovered the scandal In Xataka | The European Commission, on Siri AI: “The decision not to launch it in Europe is Apple’s and Apple’s alone” Cover | Applesphere

invest a fortune and leave NVIDIA with almost no margin

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There is little doubt that the artificial intelligence race today has two major protagonists: the United States and China. They are not the only countries that are moving forward, but they are the two that are setting the pace, each with their own tools and with a very different idea of ​​how to sustain progress. As AI begins to become economic infrastructure, the question changes. It’s no longer just a question of who has the best models, but of who can build the material base to power them, deploy them, and take them everywhere. First idea. Large-scale state financing. According to BloombergChina is preparing a plan to allocate around 2 trillion yuan, about $295 billion, over the next five years to build AI data centers across the country. The information points to a deployment promoted by Beijing to strengthen its national artificial intelligence sector. We are not yet talking about a closed plan: the media points out that the project is still in an early phase of discussion and that the details may change. A network, not just more data centers. The key to the plan would not only be in building new facilities, but in connecting them under a national architecture. Bloomberg talks about a network of interconnected computing hubs that would allow resources currently dispersed between regions to be pooled and give companies and organizations broader access to high-performance capacity. The general objective would be for these facilities, now fragmented, to function as a more cohesive system by 2028. The State as architect. At the center of the design are organizations such as the National Development and Reform Commission, one of China’s great economic planning arms. On the other hand, state companies such as China Mobile and China Telecom would assume a good part of the operation of these centers and the connectivity between them. It is an important detail because it helps understand Beijing’s approach: it seeks to position itself as a coordinator, according to the information released by the American media. Second idea. The other big leg of the plan is who would supply the technology. Bloomberg notes that the idea is to turn to local suppliers, including Huawei, for at least 80% of the hardware and software, including AI chips. That threshold does not amount to an explicit ban on NVIDIA or AMD, but it would leave them with very little room to participate in the rollout. It is precisely there where investment also becomes a tool to reduce foreign technological dependence. It is not an isolated movement. Direction fits with steps that Beijing had already been giving to reduce dependence on foreign chips in private and public infrastructure. Without going any further, the market share of the firm led by Jensen Huang has plummeted in recent months, and there is little reason to think that he might believe again anytime soon. The background signal. It should be noted that the plan advanced by Bloomberg is not officially confirmed, but it shows where Beijing wants to move if it finally goes ahead. China would not only be preparing a huge investment in data centers: it would be trying to make this deployment work as a national network, largely powered by local technology. Images | Xataka with Nano Banana In Xataka | We already know how much water Amazon consumes in its data centers. We have good and bad news

First he tied up Samsung, now SK Hynix. At the RAM crisis party, Nvidia has secured the cake

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In any group of friends, there is one person who always tries to get along with everyone. In the technology world, that person is Nvidia. The American giant that until not so long ago was the one who dominated the conversation in the field of video game hardware, now it is synonymous with artificial intelligence. Nvidia is shaping the sector with billion-dollar investmentsbut also with its hardware. The H200 and the Blackwell B200 are the most coveted chips in the sectorwhich leads to everyone wants that platform and, therefore, Nvidia is one of the whales that is drinking the global stock of RAM. For Vera Rubin, their new platform, they need much more memory and, after reaching an agreement to ensure the best available that Samsung makesthey have achieved another with the other leg of the global RAM market: SK Hynix. And this is about data centersbut also eye-catching RTX Spark chiprobotics, accelerating development times and how consumers have years left to continue suffering with the supply of chips. Nvidia, SK Hynix and the deal to manufacture everything Jensen Huang, CEO of Nvidia, is traveling through Seoul. This time his objective was not to visit the new Samsung facilities (relations with Samsung They are already more than consolidated), but to secure the other South Korean (and world) memory chip giant: SK Hynix. During their visit, the two CEOs staged a multi-year agreement by which Nvidia will have priority access to the most refined memory coming out of the SK Hynix foundry. Because Nvidia already warned in January that this year it would need all the silicon possible, and seeing the roadmap it is something that is perfectly understood. As we say, they are immersed in the Vera Rubin AI platform for the training and inference of artificial intelligence models; have just presented the RTX Spark chips in response to Apple Silicon and Qualcomm chips for computers Windows ARM and then there’s another leg that we don’t talk about as much, but that they are pushing hard and that also requires a lot of memory chips: the Jetson Thor robotics platform. In it releasethe two state that this is an agreement to speed up development times on this hardware for AI. This is something that requires long development cycles, but also a lot of money to sustain the global demand for memory due to data centers for AI. This deal goes there. “AI factories are the drivers of the next industrial revolution, and advanced memory is essential to their performance” – Jensen Huang Because it is not so much about ensuring high bandwidth memory (something that Nvidia already had to be the great whale of the sector), but to improve the infrastructure so that the new generations arrive at the pace that the development of AI requires. In fact, Chey Tae-won, CEO of SK Group, highlights the same thing: “together we are co-developing the next generation of memory for AI factories, applying AI to semiconductor design and manufacturing.” That is to say, It is not a simple question of supply (which also, since 60-70% of SK Hynix’s HBM4 memory goes to Nvidia’s Vera Rubin), but to apply AI tools (which Nvidia has) for the design and manufacturing of semiconductors with the aforementioned objective of shortening times. This objective is something that is being pursued worldwide, and the company itself SK Hynix together with Samsung collaborate in a megacenter in the United States to streamline all these processes. As a result of this agreement, it is very possible that SK Hynix get its goal of setting up a fully autonomous semiconductor factory by 2030 (something that, again, share with Samsung). Now, what about the goal of those we want a RAM stick or one Steam Deck that doesn’t hit price increases of 300 euros at once? Well, unfortunately, we are going to continue eating this situation of debauchery when it comes to building AI platforms and gigantic data centers. During his visit, Huang himself commented that he expects the global shortage to last for years because the entire supply chain of this new industry depends on these chips and that demand is very high. In their wordsit is something that “will persist for several years”. They are not new statements either, since Huang gave about seven or eight years to the unbridled investment. And more important than all this, Nvidia, right now, has the four chip giants eating from his hand. SK Hynix and Samsung with memory and their factories for new generation memory. TSMC has turned Nvidia into your client A. And ASML that is what manufactures machines to make advanced chips It is the one that supplies those tools to the three mentioned. In Xataka | China already has a GPU that competes with Nvidia’s RTX 3060. The bad thing is that it arrives five years late and worse

goes through Nvidia and Google

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It doesn’t matter when you read this, but the new Siri is coming. I know that already it was said two years agobut now it seems that iOS 27 will bring this new Siri in its beta phase. Apple’s plans for both its assistant and its artificial intelligence They presented themselves with many promises, but few realities and a historic shipwreck which forced the company to remove YouTube ads showing the assistant’s actions. But now comes the good news, and it will be thanks to others. Specifically, thanks to Nvidia and Google. September. Now yes, it really seems that the new Siri will arrive in September. Once it passes the beta period with iOS 27 this summer, the assistant will reach our devices. Whether it will be in a full or trimmed version while they test and expand features remains to be seen, but being the launch of Ternus as new CEOit is evident that what they launch must be based on reality and not on promises. Why September? Well, because that is when the iPhone 18 Pro is expected to arrive and that is when, traditionally, the final version of the new version of iOS is released. Google brain. Now, to the most interesting thing. As published The Informationthis new Siri will be possible not thanks to Apple’s advances in its own AI or its servers: it will be thanks to Google. It doesn’t take anyone by surprise considering the agreement that both companies reached in January of this year. It was announced as a multi-year, one-time deal between Google and Apple to make Gemini the core of Apple’s foundational models. It is something that is still valid, especially taking into account the, according to Bloomberg$1 billion annually that Apple pays Google to give them access to a customized Gemini model, plus other smaller ones to train their own models that can be used locally on the devices. Nvidia Muscle. And, if Google is Siri’s brain, it’s also the muscle. According to the same report, this renewed version of Siri will depend on the Google Cloud data centers that have the processors Nvidia Blackwell B200. This is one of Nvidia’s most capable platforms for AI calculations and the decision to use them was made recently. According to The Information, Apple made the decision after evaluating the confidential computing capabilities on the Nvidia platform. We already know that it is a company that takes data privacy seriously (everything that a company of such magnitude can take, of course) and The Information points out that this focus on privacy slightly slows down AI processing in the cloud, but allows Apple to maintain that privacy commitment. Keep an eye on WWDC. In any case, in the end this is information from The Information and it is very possible that we will soon have more information. This Monday, June 8, at 7:00 p.m. Spanish peninsular time, the WWDC will kick off. Apple’s big software event will allow us to know these details, as well as all the news about iOS 27 and the new ones macOS, iPadOSWhatchOS and, hopefully, VisionOS. Our Applesfera colleagues they will be in Cupertino to cover it live, but in Xataka you will also have all the information at your fingertips. In Xataka | How to change Siri for ChatGPT on your iPhone: create a shortcut and use voice AI whenever you want without opening any app

eight laptops that you can buy soon with the new NVIDIA RTX Spark chip

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The market of Windows laptop processors It seems that he is more alive than ever. After Qualcomm’s arrival with its ARM chips, MediaTek and NVIDIA have just officially announced their counterattack: NVIDIA RTX Spark. This is a new generation of processors designed specifically for slim laptops and compact computers running Windows 11. He Microsoft Surface Ultra It will be one of these laptops that will go on sale soon with this new chip from NVIDIA and MediaTek. It is an improvement over the previous generation that has Snapdragon 1,799 euros. Of the new generation with the new SoC, the price of the next Microsoft laptop is still unknown. Microsoft Surface Laptop | Copilot+ PC | 15” touch screen | Snapdragon® X Elite | 16GB RAM | 1TB SSD | Latest Model, 7th edition | Black The price could vary. We earn commission from these links ARM efficiency and RTX power Until now, ultra-thin laptops with long battery life had to sacrifice performance in demanding video games. The alliance of these two giants seeks precisely to end this problem. MediaTek brings its experience in the design of SoC low power consumption, low latency wireless connectivity and intelligent power management. For its part, NVIDIA puts its graphic architecture on the table RTX and its local Artificial Intelligence ecosystem. The result (according to both companies) promises hyper-realistic visual effects and brutal graphic power on devices that neither heat up nor consume the battery. Although not all the technical details have been revealed, the architecture of this chip already shows its intentions to compete in the high rangethanks to key features such as: Advanced local AI: prepared to run AI agents and relatively heavy workflows directly on the device, which could reduce the constant dependence on cloud services for everyday tasks. Up to 128 GB of unified memory: It is projected with a high-capacity, high-speed unified memory architecture designed by MediaTek, an approach reminiscent of the strategy applied by Apple in its M series processors. Cutting-edge manufacturing: The chip benefits from the collaboration between MediaTek and TSMC, which points to optimized power consumption and even notable power efficiency under demanding workloads. Laptops that have been presented and will integrate this chip With the presentation of RTX Spark we have also been able to discover a new series of laptops that will integrate this SWc. However, it is worth keeping in mind that these teams have not yet landed in stores. If you urgently need to renew your computer and prefer not to wait for the next few months, we have selected some of the most interesting proposals that you can find today among the current generation models after presenting the features that the new models will have. Microsoft Surface Ultra: The upcoming Surface Laptop Ultra aims to become the most powerful device in Microsoft history when it debuts at the end of the year. Its great hardware assets will be a spectacular 2,000-nit Mini-LED screen, a haptic trackpad and total connectivity without sacrificing ports. All of this powered by the new RTX Spark chip, which promises graphics performance on par with a laptop RTX 5070 and the ability to process advanced Artificial Intelligence locally and 100% privately. The previous generation of this Microsoft Surface (which is the current one) comes with a 15-inch touch screen, Snapdragon X Elite as the brain, 16 GB of RAM, 1 TB of SSD storage and Copilot+ PC. Microsoft Surface Laptop | Copilot+ PC | 15” touch screen | Snapdragon® X Elite | 16GB RAM | 1TB SSD | Latest Model, 7th edition | Black The price could vary. We earn commission from these links Asus ProArt P16 and P14: aimed squarely at creative professionals, the new ProArt P16 and P14 will stand out for their 120 Hz OLED touch screens. Inside they will hide a brutal configuration of up to 128 GB of LPDDR5X RAM, 1 TB or 2 TB SSD storage options depending on the size of the chassis and all-terrain connectivity to work without limitations. The current generation of Asus ProArt It can be purchased with different configurations. For example, this one that costs 2,399 euros It comes with a 16-inch screen, AMD Ryzen AI 9 HX 370, 32 GB RAM, 1 TB SSD and Windows 11 Home as the operating system. ASUS ProArt P16 OLED H7606WM-SC056W The price could vary. We earn commission from these links MSI Prestige N16: This 2-in-1 convertible seeks to redefine the concept of premium ultraportable equipment. Although the details about its price, dimensions and other technical components are kept secret, the company has confirmed that it will have a spectacular 16-inch OLED screen with UHD resolution and a peak brightness of more than 1,000 nits. If you don’t want to wait for the new MSI Prestige, you have the current generationalso with a 16-inch screen with 2.8K resolution, Intel Core Ultra 9 386H processor, 32 GB of RAM and 1 TB SSD storage. MSI Prestige 16 AI+ C3MG-013ES 16″ laptop The price could vary. We earn commission from these links Dell XPS 16: The Dell XPS with RTX Spark chip will maintain its iconic 16.3-inch aluminum chassis, establishing itself as a workstation with a continuous design but with renewed power. Although the specific technical details and its starting price remain unknown, the firm has confirmed that it will retain versatile connectivity with three USB-C ports, HDMI, audio jack and SD card reader. For those who do not want to wait for the current generation of the Dell XP, it is also a good option. In your 13 inch version costs 1,679 euros on Amazon and comes with an Intel Core Ultra 7 processor, 16 GB of RAM and 512 GB storage. Laptop DELL The price could vary. We earn commission from these links HP OmniBook and Ultra 16: HP has announced the development of its new OmniBook Although the brand has preferred to keep the technical specifications and prices secret, it has announced that these devices will come optimized … Read more

Nvidia has just presented the definitive chip against Intel and AMD. There is a problem: Windows

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The Nvidia processor for PC is the “the wolf is coming” of consumer technology. The company has been the reference for years in GPUs for gamers and flirted with SoCs thanks to the Tegra chips (which are what give life to both nintendo switch like to nintendo switch 2), but for computers they still couldn’t find a way to get equipment with 100% Nvidia guts. That just changed with the presentation of RTX Spark chips. It is a SoC that directly attacks the binomial Windows PC = Intel or AMD CPUone that is positioned as the alternative to those traditional options and that is specifically designed to compete for the heart of the consumer PC. Specifically, for laptops. Now, although Microsoft and Nvidia have been generating excitement for a few days and pointing out that it is the new era of the PC, there is a problem. Windows. The brake is no longer silicon, it could be Windows The theory is very interesting. RTX Spark combines a CPU Grace up to 20 cores that it has developed together with MediaTek (this is curious) with an RTX Blackwell GPU with 6,144 cores. TSMC (how could it not be otherwise) has given life to chip in a 3 nanometer lithography. Not only is it powerful, but it has up to 128 GB of unified memory (the same design that we see in Apple Silicon) and an interface NVLink which allows communication between RAM, CPU and GPU to be very, very fast. Nvidia talks about rendering heavy 3D scenes on laptops, running models with 120 billion parameters, and at the same time running games at 1,440p above 100 FPS with DLSS and ray tracing. The best? That Jensen Huang stood out at the Computex conference showing this in very thin and light laptops. It is the same strategy that Qualcomm follows. own Microsoft has already presented a Surface with RTX Spark and it is an architecture that makes a lot of sense in the universe of current light but powerful laptops… and also in desktop computers like a mac mini or of a mac studio. And, compared to the more traditional PC industry, the GPU is estimated to be in the range of a RTX 5070 for laptops. In the absence of testing it, it is undeniable that it looks good and that, although there are data that are not so favorable (such as bandwidth when compared to the most powerful Apple), it is a good addition to a segment in which, if we left the Intel/AMD duo, the only one that was trying was Qualcomm with devices like the Snapdragon X Elite. And there is the key: RTX Spark, like Qualcomm chips, is focused on being the heart of a Windows that is at its brightest. Because RTX Spark is a chip with ARM architecture and, although in office tasks Windows ARM It moves well, under more demanding tasks is when it begins to not be up to par. Microsoft’s system, which they themselves know is not at its best level of popularity due to the whole issue of AI features, has many shortcomings in its ARM version when it comes to gaming, precisely what Nvidia is promoting. It is also not the best optimized on laptop computers, something that is being seen with type machines. Steam Deck. The heart of the new Surface We are seeing it in recent years with PC-console asus, MSI either Lenovo: The hardware is good, but Windows drags down the experience significantly. The paradox is that the Steam Deck, being the least capable on paper, is usually more recommended precisely because it avoids Windows and relies on a system much more fine-tuned for that format. With RTX Spark, the two companies say they have been working for a long time to solve those problems and make this time, Windows on an ARM chip feel different with support for games with anticheat and native for personal agents. We will see in practice what ends up arriving, but two things are clear here. The first is that Microsoft gains aggressive hardware to compete face to face against Apple in the field of very powerful laptops with long battery life. The second is that Qualcomm is no longer alone in that corral and now it will be very interesting to see what hardware it responds with. Because Nvidia already has the chip, the CUDA ecosystem and agreements with all manufacturers, as well as the support of the giant TSMC. The “weak” link, therefore, is not silicon, it is a Windows on ARM that has improved a lot in recent yearsbut that is the element that will have the most to prove. In Xataka | Graphic muscle for Windows and a slam of the door on Android: the exclusivity toll that Nvidia demands with its new ARM architecture

bet on an NVIDIA ARM chip

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Microsoft has been looking for a convincing answer for a long time to a question that the PC has been dragging on for years: whether Windows on ARM can be something more than autonomy, silence and light productivity. He Surface Laptop Ultra It is born precisely there. The company describes it as its most powerful Surface Laptop yet and ties it to more ambitious workloads, from creation to local AI, leaning on NVIDIA RTX Spark as a great novelty. Microsoft’s move comes after a move that did not go unnoticed. Apple announced in 2020 the transition from the Mac to Apple silicon and materialized it that same year with the M1the company’s first own chip for its computers. With it, performance per watt, unified memory and vertical integration became an advantage that was difficult to ignore. That pressure no longer comes only from the high range. He MacBook Neowith a starting price of 699 euros, came to compete with affordable Chromebooks and Windows laptops. In parallel, Microsoft has tried to organize its own response with the Copilot+ PCa more solid category than its previous attempts with ARMbut still far from becoming a bet that has paid off in popularity and, consequently, in market share. A laptop to demonstrate an idea: Windows on ARM wants to go beyond autonomy The file that Microsoft has advanced It has two layers. The first is in performance: NVIDIA Blackwell RTX GPU, up to 128 GB of unified memory, CUDA and 1 petaflop of AI compute (based on theoretical FP4 TOPS with sparsity). The second is in everything you see and touch: a touch screen mini-LED 15-inch PixelSense Ultra, up to 2,000 nits of brightness HDR maximum, 262 pixels per inch and the largest haptic touchpad that Microsoft has included in a Surface. There is also something almost surprising in 2026: HDMI, USB-C, USB-A, SD and headphone ports without depending on adapters. When Microsoft talks about unified memory it doesn’t mean putting a lot of RAM in a laptop. The important thing is that this memory can serve as a common room for CPU and GPUso that the workloads are distributed according to what each task needs, although it eliminates the possibility of later extensions. The other half of the announcement is in what has not yet appeared. Microsoft has not detailed the price, the exact launch date, the final configurations, the specific processor, the exact GPU or the autonomy expressed in hours. One detail: the company itself remembers in the fine print that the Surface Laptop Ultra is a preliminary product, that its characteristics may change and that the sale will depend on the certifications or regulatory approvals of each country or region. Microsoft doesn’t get to this point from scratch either. The Copilot+ PCs of 2024 had already served to organize a new stage of Windows on ARM, with processors capable of surpassing the 40 TOPS of NPUlocal AI functions and equipment from partners such as Acer, ASUS, Dell, HP, Lenovo and Samsung, in addition to the Surface themselves. However, the available data invites us to put the growth in context. The Registerciting Context, placed Copilot+ PCs at only 9% of AI PCs distributed in Europe in the second quarter of 2025. The figure showed progress, but also a still small base. That’s where NVIDIA changes the type of conversation. The first wave of Windows on ARM relied heavily on efficiency, NPU and autonomy, but the Surface Laptop Ultra wants to add an ingredient that was missing from that story: graphical muscle and compatibility with a well-established professional ecosystem. CUDA It is not a minor word for anyone who works with AI, rendering or professional software supported by the NVIDIA ecosystem, because it has been part of many workflows for years. Microsoft is also introducing optimized Prism, native creative app support for ARM, and agreements with partners in gaming and anti-cheat systems. What we have before us seems like a very interesting proposal. The announcement invites us to take it seriously, because the Redmond firm has made its position quite clear: it wants this Surface to be proof that this new stage of Windows on ARM can go much further. But it is still incomplete to pass sentence.to. We’ll have to get our hands on it to see how it performs, how it behaves and how it works in real life. Images | Microsoft In Xataka | Apple has shown the weaknesses of laptops with the MacBook Neo. And the manufacturers are getting their act together

Nvidia has just launched its missile against Intel AMD’s dominance in PCs and laptops. There is a problem: it is a slightly obsolete missile

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In October 2025 Nvidia launched its DGX Sparka unique workstation that the company called “the world’s smallest AI supercomputer.” that machine It was actually announced in January.but it took a while to reach the market. When it finally did, it became an interesting alternative but somewhat limited in scope. That is just what the new Nvidia RTX Spark family, which will arrive, wants to change both in the form of laptops as desktop computers, and that it will do so with a fundamental difference: Windows for ARM. Hello, Windows for ARM. The golden DGX Spark were Linux-based workstations, which targeted them at a smaller audience, but with the RTX Spark, Nvidia wanted to make the big leap to the general public. These devices are based on Windows 11 for ARM, and will take advantage of all hardware and software capabilities so that this technological solution is no longer only aimed at AI enthusiasts. Of course, that will continue to be one of the segments it will target, but these systems can also be used for both creative and gaming environments. In Xataka We wanted an ideal PC to be able to experiment with local AI models. The Framework Desktop is the answer to our prayers Approximate performance: an RTX 5070. Those responsible for NVIDIA have not yet given too many specific details about what we can expect from this platform in terms of performance, but they have indicated that the performance of the GPU It is close to that of an RTX 5070 (portable version), although the exact numbers depend on the specific application or game: in some it will be a little better, in others a little worse and in others exactly the same. Yes, they have indicated that the promise is to obtain 100 FPS in 1440p gaming as reference data. Same chip, different operating system. Hardware technical specifications They are identical to those of the DGX Spark. The main data are the following: NVIDIA Grace Blackwell Architecture CPU: up to 20 Grace cores GPU: Developed in collaboration with MediaTek, up to 6,144 CUDA cores, 1 PFLOP of AI performance Unified memory: up to 128 GB LPDDR5X at 273 GB/s with NVLink at 600 GB/s But compared to the DGX Spark, we insist, the fundamental difference is that instead of using a specific Nvidia Linux distribution for these machines, here we can take advantage of Windows 11 for ARM. When AI controls your computer. During the presentation of this platform, those responsible for Nvidia talked about the absolute rise of AI agents and how this will mark a paradigm shift in the way we use our PCs and laptops. Before we did it with a mouse and keyboard, but they see a near future in which control is taken by those AI agents, with whom we will interact in a quite different way. The example is the already famous OpenClaw and Hermeswhich with the appropriate permissions can run all kinds of tasks and applications on the computer to autonomously do things for us. Six laptops initially. The Nvidia RTX Spark platform will initially be available in six devices from six different manufacturers that will rely on this technological solution from launch. ASUS, Dell, HP, Lenovo, Microsoft and MSI will have their equipment ready this fall, although at the moment there are no specific specifications or prices announced. It is possible that during Computex we will learn more details about these devices. What can we expect in autonomy. At the moment no specific data has been given about the efficiency of these devices, but Nvidia spoke of a battery life “for the whole day.” They highlight the efficiency of the GPU and in fact indicate that GPU performance will be virtually the same whether the laptop is plugged in or not. Obviously in intensive tasks and demanding games that battery will drain much more quickly. In Xataka Goodbye to the duopoly of Intel and AMD in Windows: the arrival of NVIDIA processors is imminent and brings 8 laptops under its arm The doubt of Windows for ARM. The commitment to Microsoft’s operating system is striking, but Nvidia believes that now the system is much more mature, and that both emulation and hardware support It’s much better than in the past thanks to the work that Microsoft and Nvidia have done in the months and years leading up to this launch. They talk about a “first-class experience” for the operating system, and even commented that they have worked with the developers of anti-cheat systems in video games so that this is not a problem on these computers. And also desktop computers. When Nvidia announced its DGX Spark, then similar desktop computers appeared in format that also offered that same platform. The same thing will happen with RTX Spark, and although there was hardly any data here, Nvidia did indicate that these devices will appear in the fall from Acer, Asus, Dell, Gigabyte, HP, MSI and Lenovo. {“videoId”:”x7ztphf”,”autoplay”:false,”title”:”How to know the components of your PC (RAM, Graphics, CPU…) and the state they are in”, “tag”:”webedia-prod”, “duration”:”387″} Many unknowns and certain obsolescence. There are many doubts surrounding these devices in terms of performance or price, but there is another fundamental problem: when these laptops and desktop PCs appear starting in the fall, they will do so with chips that have been on the market for a year and therefore in a certain sense are already somewhat obsolete. Competing with the Desktop Framework. The memory bandwidth is not exceptional, and for example the Framework Desktop presented in August 2025 already offered a similar configuration in that section, with up to 128 GB of LPDDR5x memory at 256 GB/s. It will be interesting to see how the RTX Spark machines perform against alternatives like this (which makes use of a “traditional” x86 Windows 11 operating system) and whether Nvidia’s ARM chip can really make a difference in an ultra-competitive market. In Xataka |The demand for AI memories is suffocating mobile manufacturers. The largest … Read more

China can’t buy the best Nvidia chips. So Alibaba has decided to connect theirs and sell them as if they were one

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Alibaba does not want its infrastructure artificial intelligence (AI) continues to depend on Nvidia technologies. Little by little, the largest technology companies in China are assuming the request that Xi Jinping’s government made them at the beginning of October 2024: as far as possible They had to use chips produced in China. Ten months later this recommendation became a requirement. And the data centers that belong to the State throughout the country had to use at least 50% Chinese integrated circuits on their servers. This scenario especially favors Huawei, Moore Threads and Cambricon Technologies because they are Top AI GPU Manufacturers from China, but it also works great for Alibaba. In fact, Alibaba Cloud, its cloud computing subsidiary, has taken a very important step forward. A few days ago it presented a new chip for AI, the Zhenwu M890, and made official a very ambitious itinerary that describes what solutions it will develop over the next three years. This GPU has been designed by T-Head, the semiconductor division that Alibaba founded in 2018. It incorporates 144 GB of HBM3 memory and achieves an interconnection transfer speed between chips of up to 800 GB/s. As we are about to discover, this last feature is essential in the strategy that Alibaba has developed to compete in the AI ​​hardware market. Alibaba is going to spend $53 billion on its infrastructure According to Alibaba, the performance of its Zhenwu M890 chip is triple that of its predecessor. Additionally, it has been designed to perform well both during training of cutting-edge AI models and during inference. An important note: inference is broadly the computational process carried out by language models with the purpose of generating responses that correspond to the requests they receive. Alibaba wants to compete face to face with Nvidia in the deployment of infrastructure for data centers However, there is another relevant fact that is worth not overlooking: in medium precision operations (FP16) the Zhenwu M890 chip reaches 0.6 petaflops, a performance comparable to that of Nvidia’s A100 GPU and three times higher than that of the H20 chip. On the other hand, the ICN Switch interconnection chip allows link up to 128 GPUs M890 so that they work in unison. Alibaba assures that this architecture makes these GPUs work as a single chip, which, on paper, will allow it to compete head-to-head with Nvidia in the deployment of infrastructure for data centers. Regarding the itinerary that will follow until 2028, this Chinese company has anticipated that it plans to launch the Zhenwu V900 during the third quarter of 2027. According to Alibaba, it will implement its own significantly improved parallel computing architecture, will have three times the performance of the M890 chip, will be supported by 216 GB of memory and will reach an interconnection transfer speed of 1,200 GB/s. The Zhenwu J900 will arrive during the third quarter of 2028 with another major architectural leap. This roadmap It reflects that Alibaba goes all out. In fact, it has also announced that it will support this plan with an investment in 380 billion yuan (about $53 billion) over the next three years. Is the largest engagement of its kind in history of the company. Additionally, T-Head is planning its IPO to fund a more aggressive infrastructure investment program, which would put it in direct competition with Cambricon Technologies and Huawei’s Ascend line in the domestic AI chip market. Image | Alibaba More information | Alibaba | ChinaDaily In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. Your plan in China is in danger In Xataka | The US wants to end Chinese AI chips sold abroad. And China knows how to defend itself

The United States promised to be very happy manufacturing its own chips. Nvidia just spent 150 billion in Taiwan

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Houston, we have a problem. A couple of days ago the CEO of Nvidia stood on the stage at Computex in Taipei and said an inconvenient truth for the United States: “Taiwan is the epicenter of the AI ​​revolution. This is where chips and packaging are made. This is where systems are created. This is where AI supercomputers were created.” The setting was Computex 2026, Asia’s biggest tech event, and it wasn’t a compliment to the host, it’s a real depiction of how the industry works. It may sound paradoxical for an American company and at a time when The United States wants to reindustrialize with chipsbut he needs it. It is a structural issue. The harsh reality of profitability. Nvidia plans spend 150,000 million dollars a year in Taiwan, much more than the 100,000 million they spend now and with an abysmal difference compared to the 10,000 and 15,000 million five years ago. If it sounds silly, it’s because it is, but so is its billing: in the first fiscal quarter of 2026 billed 81.6 billion dollars, 85% more than the previous year in that same period. Also its benefit it’s already going off the charts: 58.3 billion, more than triple compared to the same period last year. That this money goes to Taiwan and not to the United States is due to technical and objective issues: Taiwan produces 90% of the most advanced chips in the world, according to a study by the Stimson Center. Of that Taiwanese production, TSMC controls 70% and is going to invest between 52,000 and 56,000 million this year. Bottom line: If Nvidia wants cutting-edge manufacturing capability, it has to be there. Why is it important. The best way to see it is to put Vera Rubin on the table, who In Huang’s words it is “probably the biggest product launch in Taiwan’s history.” Each system contains about two million parts and is assembled with 150 suppliers, almost all Taiwanese. This mechanism is not assembled by decree or in a legislature: it requires years and putting billions of dollars on the table. There is no factory in Arizona that can do something like this at least until 2030. Constellation will be Nvidia’s new headquarters in Taipei and will come to stay permanently: 4,000 engineering professionals will work in that center that according to Huang It will be operational by 2030. It is no longer that it buys in Taiwan, it is that the most valuable semiconductor company in the world is building the heart of its R&D in that core, an island 10,000 kilometers from the United States. A splash of cold water on Trump’s aspirations. Context. In January 2026, Taiwanese companies they committed to invest $250 billion in semiconductors and AI in the United States, as part of a trade agreement with Washington. Because Taiwan and the US are a symbiosis: each needs the other to maintain its position in the race for AI. The investment of a private company like Nvidia is another expression of this pact. In fact, Nvidia is not the only one: AMD is doing exactly the same: associate with Taiwanese manufacturers such as ASE, SPIL and Wiwynn with their Helios AI platform on the horizon (expected for the second half of 2026). That the two largest AI chip designers in the world strengthen ties with Taiwan is confirmation that the island’s industry is strategically necessary for the entire industry, not a particular bet by one firm. The elephant in the room: China. China’s role in this story is twofold: it is a threat and also a client. According to Reutersin 2026 Chinese companies have placed orders for more than two million units of the H200. Trade restrictions have made the operation difficult, but they have not been able to prevent it. One of the last cases point upon the arrival of a shipment of Nvidia AI chips to China via Japan. Nvidia lives in a contradiction from which it cannot escape: Its supply chain is on an island that China considers its own. China, which is its largest potential market, is blocked. Washington prohibits him from selling to Beijing while asking for independence from Taipei. And judging by his statements, Jensen Huang has bet everything on continuing to walk that wire. Yes, but. The Nvidia CEO forgot one problem in his speech: Taiwan makes the overwhelming majority of the world’s most advanced chips, but TSMC’s diversification into Arizona, Japan and Germany will not be ready before 2028 at best. That is to say, there are almost four years ahead in which Nvidia depends totally on Taiwan, a country that matters 97% of your energy. Furthermore, the atmosphere in the Strait of the same name is increasingly heated. Concentrating the production of its most critical component in a geographically hot spot is dangerous to say the least: if something explodes, there is no plan B. The closure of the Strait of Hormuz has reminded us of this the hard way. In Xataka | Huawei has found a way to counteract US sanctions: overcoming Moore’s Law In Xataka | US companies have always had a hard time making a lot of money in China. One industry is the exception: chips Cover | freepik and Jimmy Liao

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