Nvidia's Big Week: RTX Spark, Vera, and Robots

June 2, 2026

Nvidia had a busy week. Jensen Huang announced:

• RTX Spark — Arm-based consumer chips, made on TSMC 3n, in partnership with MediaTek. Called "the most efficient PC chip ever built."
• Vera CPUs — 1.8x faster at AI workloads than x86. Anthropic, OpenAI, and SpaceX are early adopters.
• Vera Rubin — Ramping into full production, systems shipping this fall.
• DGX Station for Windows — Desktop PC with GB300 Grace Blackwell chip, up to 748GB memory, runs 1T-parameter models.
• Open Humanoid Robot — Open reference design using Isaac GR00T + Jetson Thor, paired with Unitree H2 Plus robot + Sharpy five-fingered hands.

Nvidia's signal strength today: 18.8 (z-score 18.0) — the strongest signal in the pool.

The consumer chip play (RTX Spark) is notable — Nvidia has typically focused on data center, but the ARMPC market is heating up. Apple Silicon proved the formula works. MediaTek brings volume manufacturing.