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Nvidia made a major move at Computex two thousand twenty six, unveiling the RTX Spark Superchip — a new platform combining a twenty-core Arm CPU, a Blackwell GPU, and up to one hundred twenty eight gigabytes of unified memory. Jensen Huang called it the reinvention of the computer, positioning local AI as the next frontier for everyday machines.
That announcement is already finding its first real-world home. Microsoft's Surface Laptop Ultra launches as the debut device built around RTX Spark, drawing immediate comparisons to the MacBook Pro in both design and ambition. It signals that the Windows ecosystem is making a serious run at premium, AI-native hardware.
Meanwhile, the crypto market is telling a very different story. Bitcoin's spot ETFs shed nearly three billion dollars over ten consecutive days of outflows — a record streak — even as global equity markets climbed on the back of that same Nvidia and AI enthusiasm. The divergence raises a pointed question about where investors think the real AI value actually lives.
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