Nvidia Launches RTX Spark AI Laptops in Korea, Starting at 5.8 Million Won < Semiconductor < 기사본문

NVIDIA launched the RTX Spark N1X SoC, its first Arm-based chip for Windows systems, with Microsoft's Surface Laptop Ultra as the flagship device. The chip, developed with MediaTek, features 10 Cortex-X925 and 10 Cortex-A725 cores, a 16-channel LPDDR5X memory bus, and a Blackwell GPU architecture. Several laptops and a mini-PC based on the RTX Spark were released, targeting developers, content creators, and consumers.

SpaceX may rebrand its AI division to SpaceXSI, according to Elon Musk's posts. The focus is on its massive GPU data center, Colossus, expected to house 1.44M Nvidia GPUs by late 2026, backed by tens of billions in financing. The project involves advanced Nvidia GPUs and significant power infrastructure.

Taiwan plans to criminalize shipping AI servers and advanced chips to China, adding them to its controlled goods list. NVIDIA (NVDA), Taiwan Semiconductor (TSM), and Super Micro (SMCI) may be affected. NVDA closed at $214.13, TSM at $412.61, and SMCI at $31.63. The move aligns with US trade policies and could impact gray-market demand.

Bank of America strategist Sebastian Raedler warns AI investors may lose money despite tech success, citing historical capital cycles. Hyperscaler capex expectations rose from $330B to $1T. NVIDIA (NVDA) fell 1.43%, Microsoft (MSFT) dropped 1.93%, and other tech stocks declined. Token prices fell 50%, pressuring revenues. Microsoft's capex reached $115.95B, while free cash flow dropped to $66.99B.

Nvidia launched RTX Spark laptops on October 16, 2026, starting at $2,599. Six OEMs, including ASUS, Dell, and HP, offer models with Nvidia's Grace CPU and Blackwell RTX GPU. The laptops feature up to 128GB of unified memory and run Windows 11. Nvidia aims to expand beyond chip sales to full platform offerings, with Microsoft's Surface Laptop Ultra as a flagship model.

Nvidia's RTX Spark laptops, priced from $2,599, began sales on Oct. 16. Six manufacturers offer models with Arm-based processors and Blackwell graphics, targeting AI, creative, and gaming uses. Configurations vary, with top-tier models reaching $6,999. Nvidia and Microsoft highlight the laptops' AI capabilities and software support.