Nvidia's new PC chips represent CEO Huang's bid to win at every layer of AI stack

Jensen Huang, chief executive officer of Nvidia Corp., presents the RTX Spark Superchip at the Nvidia GTC conference on the sidelines of Computex 2026 in Taipei, Taiwan, on Monday, June 1, 2026. Lam Yik Fei | Bloomberg | Getty Images As important as Nvidia has become to the tech industry, its entire run-up in recent years has been tied to the data center. Now the chipmaker is going after the PC market, and Wall Street is recognizing the threat it poses. During a keynote address at Taiwan's Computex conference on Monday, Nvidia CEO Jensen Huang said his company, along with Microsoft , is going to "reinvent the PC." Nvidia's plan to build system-on-chips, or SoCs, for PCs sent shares of Advanced Micro Devices , Intel and Qualcomm downward. It's the latest sign of Nvidia moving beyond the data center for artificial intelligence and to the so-called edge, where smaller devices like phones or computers run advanced AI models on their installed chips without tapping the cloud. "Nvidia getting into the space is Jensen recognizing that he wants to own every bit of the AI stack in some shape," said IDC analyst Tom Mainelli. While makers of PC central processing units, or CPUs, and mobile phone chips sank on Monday, Nvidia's stock popped more than 6%. With a market cap of about $5.4 trillion, Nvidia is worth more than any company on the planet, and is almost $1 trillion above its closest U.S. peer. …