$NVDA's first RTX Spark PCs — Grace-plus-Blackwell superchips on TSMC 3 nm, co-designed with MediaTek — sold out before they even shipped.
First-wave systems from Asus, MSI, Dell, HP, Lenovo, and Microsoft start around $3,400. Asus and MSI both say channel preorders cleared initial allocations and they're chasing extra supply.
This is happening against a weak consumer PC backdrop. Memory and component costs are still elevated. A $3,000+ Arm AI laptop selling through is the exception, not the trend.
Software compatibility — the old Windows on Arm pain point — has improved. Microsoft and game studios added support; $NVDA used Gamescom to lock in more titles.
This isn't a volume cycle. It's a scarce, high-end SKU with a full $NVDA stack in notebook form. Fall launch. Watch how fast the next batch moves.
First-wave systems from Asus, MSI, Dell, HP, Lenovo, and Microsoft start around $3,400. Asus and MSI both say channel preorders cleared initial allocations and they're chasing extra supply.
This is happening against a weak consumer PC backdrop. Memory and component costs are still elevated. A $3,000+ Arm AI laptop selling through is the exception, not the trend.
Software compatibility — the old Windows on Arm pain point — has improved. Microsoft and game studios added support; $NVDA used Gamescom to lock in more titles.
This isn't a volume cycle. It's a scarce, high-end SKU with a full $NVDA stack in notebook form. Fall launch. Watch how fast the next batch moves.
