Nvidia's AI wins had quashed the benchmark fight, CPU race is bringing it back

What happened

Bloomberg's 19 June 2026 newsletter analyzes how Nvidia, with its RTX Spark Superchip (Windows-on-Arm, built jointly with MediaTek), is entering the PC market via Dell and Lenovo machines in fall 2026 — reigniting benchmark wars between Intel, AMD, and Nvidia.

Context and impact

Nvidia has dominated the AI accelerator business (GPUs) for years, where benchmarks were largely irrelevant. Entering the PC CPU/SoC segment via Arm now means head-to-head measurement against Intel Core Ultra and AMD Ryzen AI. For OEMs and Microsoft it's a welcome push on performance; for Intel/AMD, another competitive front after Apple Silicon.

Details

• Nvidia RTX Spark Superchip: launches in Dell + Lenovo PCs, fall 2026
• Built in partnership with MediaTek
• Intel and AMD preparing their own benchmark campaigns