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Nvidia muscles into PC market with 'superchip' RTX Spark but Tan of DBS maintains 'buy' on AEM for now

The Edge Singapore
The Edge Singapore • 2 min read
Nvidia muscles into PC market with 'superchip' RTX Spark but Tan of DBS maintains 'buy' on AEM for now
AEM’s broader AI exposure, including data-centre GPU and advanced compute opportunities, should be less directly affected by a PC-focused competitive shift, says Amanda Tan of DBS / Photo: AEM
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Amanda Tan of DBS Group Research has kept her "buy" call target price on AEM Holdings following news that Nvidia is targeting the PC segment - a market that has been synonymous for years with AEM's key customer Intel Corp.

At the annual PC event in Taiwan, Nvidia, whose chips are mainly notable for use in data centres powering AI capabilities, announced the launch of RTX Spark, which is described as a new "superchip that reinvents Windows PCs for the era of AI agents", and also for use by high-end creative workloads and gaming.

RTX Spark combines a Blackwell GPU, a Grace CPU co-designed with MediaTek, and NVLink-C2C interconnect technology and is built by TSMC on its currently cutting-edge 3nm-class process.

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