Nvidia Is Moving Into Intel and Qualcomm's Turf. These Are the Losers Investors Should Watch Closely.
2026-06-05 16:45:00 ET
On May 31, Nvidia (NASDAQ: NVDA) introduced RTX Spark, which merges its Blackwell RTX GPU with its Grace CPU into a single "superchip" for Windows PCs. It worked with MediaTek and Microsoft (NASDAQ: MSFT) to develop those new chips, which might pose a major threat to Intel (NASDAQ: INTC) , Qualcomm (NASDAQ: QCOM) , and other chipmakers in the near future.
Nvidia generates most of its revenue from discrete GPUs, but it also develops CPUs with Arm 's (NASDAQ: ARM) power-efficient chip architecture. Its most visible ARM-based CPU is Tegra, which powers Nintendo 's Switch consoles and Microsoft's Surface devices.
Image source: Getty Images.
NASDAQ: AMD
AMD Trading
-9.82% G/L:
$472.21 Last:
20,489,170 Volume:
$499.525 Open:
