Jensen Huang: "40 years later, Microsoft and NVIDIA are going to reinvent the PC." 🚀

$Microsoft (MSFT.US)$ + $NVIDIA (NVDA.US)$ RTX Spark — the first Arm-based Nvidia CPU for consumer PCs. AI agents running locally, 24/7. This changes the entire PC food chain.

✅ Who may win:

• $Arm Holdings (ARM.US)$ — N1X is Arm-based. Every chip shipped = licensing + royalty revenue. Q1 2026 royalties already +25% YoY.

• $Taiwan Semiconductor (TSM.US)$ — sole foundry for advanced 3nm nodes. No TSMC, no RTX Spark.

• $HP Inc (HPQ.US)$ / $Dell Technologies (DELL.US)$ — named on stage as launch partners. AI agent upgrade cycle = hardware sales boom.

• $Adobe (ADBE.US)$ — recompiling apps for local AI processing on Arm. First mover in software adaptation.

🎯 ETF plays:

• $iShares Semiconductor ETF (SOXX.US)$ — broad semi exposure (NVDA, TSM, Broadcom)

• $VanEck Semiconductor ETF (SMH.US)$ — heavier NVDA + TSM concentration, more aggressive

❌ Who may be threatened:

• $Intel (INTC.US)$ — x86 PC dominance directly under attack

• $Advanced Micro Devices (AMD.US)$ — collateral damage alongside Intel in the Arm shift

• $Qualcomm (QCOM.US)$ — had the Windows-on-Arm market to itself. Now Nvidia is the new rival.

Comment and tell me who may win the most in this legendary collab.

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