The CPU-to-GPU ratio has shifted from ~1:2 to near 1:1 — a completely different standing. Market-size forecasts have doubled in six months: NVIDIA sees a $200B TAM by 2030; AMD pegs the server CPU market at $120B with its own share above 50%.
Computex: NVIDIA Windows PC Arrives — Can Microsoft Turn the Tide?
NVIDIA surged 6.26% after unveiling the first Windows PCs powered by its chips at Computex Taipei, coinciding with Microsoft Build, marking a direct assault on Intel and AMD's desktop stronghold. NVIDIA also launched the DSX platform, enabling full virtual factory simulation before physical construction — Jensen Huang called it zero-cost AI factory validation. This is the second shot in Microsoft's AI PC strategy, targeting the x86 duopoly's moat. If NVIDIA's PC chips ship on schedule, can Intel and AMD hold their desktop dominance?
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