On June 1, Jensen Huang, the CEO of NVIDIA, made a significant announcement: the company is venturing into the PC processor market. He also introduced the new system-on-chip (SoC) processor, RTX Spark, specifically tailored for Windows PCs. This strategic move is aimed at expanding the reach of AI from data centers to personal devices.

In the wake of this announcement, the AI PC sector in China's A-shares market experienced a sustained upward trend. By the close of trading on June 3, notable gains were observed in the shares of Chunqiu Electronics, Thunderobot Technology, and Yingli. He Hui, the Director of Analysts at Omdia, commented that NVIDIA's collaboration with MediaTek and Arm to introduce a CPU+GPU solution could pose a potential challenge to the long-standing Wintel (Windows+Intel) alliance.

More significantly, this development underscores a heightened focus on computing power and ecosystem development for edge AI solutions. NVIDIA's foray into the PC market is widely regarded as both the starting point and a leading indicator for the impending boom in edge AI, signaling the full-fledged arrival of the AI inference era.