Nvidia’s PC Chips Put Apple’s AI Strategy at Risk

Nvidia unveiled its RTX Spark PC chip as the most efficient PC processor and lined up PC makers like Dell, Lenovo, Microsoft, HP, Asus, and MSI to use it. Apple wasn’t included, worsening its AI prospects after betting on Google’s Gemini to power Siri and iOS. Nvidia’s PC push could threaten Apple’s M-series and hardware revenue, even as Apple reported $111.2 billion in quarterly revenue (iPhone ~ $57B; Mac $8.4B; iPad $6.9B). The shift toward AI agents and edge computing underscores the high stakes in the AI hardware race.