- An Intel exec has said that Nvidia’s new CPU is ‘a good thing’
- Team Blue apparently welcomes the competition and it ‘shows the importance of how critical the PC is’
- There are surely some worried faces at Intel behind the scenes, though, as to how the RTX Spark could drive the wider success of Arm-based laptops
Nvidia‘s RTX Spark chip, freshly revealed at Computex 2026, has been causing quite some waves, but Intel isn’t worried about this new challenger in the CPU market apparently — at least not on the face of it.
The Economic Times reports that Intel‘s Alex Katouzian, general manager of the client computing and physical AI group, said of the new Arm-based Nvidia CPU: “If you take a look at what they brought to market (Monday), I think it’s a good thing.”
Katouzian then added: “It shows the importance of how critical the PC is.”
These comments were made at a news conference over at Computex, where the Intel exec elaborated: “We welcome the competition, but I think we’re going to do really well,” noting that Intel has “every segment covered” with a strong roadmap at its back.
Katouzian also noted: “They [Nvidia] want us to grow with them, there’s new opportunities on the AI side.”
In a nutshell, the Intel executive is arguing that this new Nvidia processor is a positive development because it further establishes the position of PCs as important within the overall tech landscape, and that Team Blue is sufficiently diversified that it’ll benefit in other ways (like the AI sphere).
How true is that, really, though — and how much of this is bluster?
Putting on a brave face?
I’ve got a feeling that while Intel can certainly see opportunities in some respects — and RTX Spark silicon is doubtless an injection of fuel for keeping PCs relevant more broadly, going forward — there’s a lot more worrying being done about Nvidia’s RTX Spark than Katouzian, or Intel’s other top brass, would ever let slip.
The problem is that while this CPU might be driving the relevance of PCs in a good way, it’s advancing the Arm side of the equation therein. Intel’s x86 chips are dominant in the laptop world — as the traditional desktop silicon, if you will, with Windows PCs — and Arm-based chips represent a threat to that. In the recent past, that has meant Qualcomm Snapdragon X processors, but more recently we have had second-gen Snapdragon X2 silicon on the scene, and now reinforcements in the form of RTX Spark.
Arm-based CPUs offer some notable advantages, including battery life by the bucketful. Indeed, Nvidia has already promised that we should “expect all-day battery life” from laptops with its new processor, which is quite something considering the powerful performance packed by the 20-core N1x CPU and integrated Blackwell GPU.
Remember, regarding the latter, we’re looking at the equivalent of an RTX 5070 laptop GPU here, in a thin and sleek notebook form factor, not a chunky workstation. (Of course, to be fair to Intel, I should point out that it has also made very impressive strides with power efficiency and battery life in recent times, with its past couple of generations of mobile silicon).
Microsoft just revealed the Surface Laptop Ultra as an Nvidia-powered laptop and it’s catching a great deal of interest at Computex, underlining the threat posed to Intel to some extent — but there’s also a potential fly in Arm’s ointment that this device highlights. Namely that RTX Spark notebooks are going to be premium pieces of hardware, and potentially very pricey.
As The Economic Times points out in its report, Bloomberg Intelligence analysts have observed that: “This move [Nvidia’s RTX Spark launch] may create incremental pressure for Intel and Qualcomm; however, given the complexity and likely premium pricing, we don’t expect significant competition with mainstream AI PCs.”
Here’s the key point, though: the danger to Intel isn’t from RTX Spark laptops as such, but the wider effect of this hardware on the balance of power in the Windows processor world.
Optimization and compatibility
The Surface Laptop Ultra is not a consumer-targeted device — it’s for professionals, and indeed for local AI usage — and it will surely be eye-wateringly priced. (Especially with those beefier memory configurations and the current cost of RAM, even basic Surface devices are a lot pricier now). But what’s important — or worrying for Intel — is what’s happening alongside the launch of RTX Spark laptops.
Namely that this is driving further Arm-related optimization in Windows 11, as Microsoft made clear in a recent blog post (as well as moves to optimize performance with unified memory in the desktop OS, which is also part of the equation with Nvidia’s new CPU here).
Moreover, RTX Spark is ushering in a drive to make even more apps compatible with Arm architecture. This means more popular pieces of software will be coded natively for Arm PCs running Windows 11, as opposed to having to run traditional x86 apps and rely on emulation. And speaking of the latter, Microsoft’s translation layer (Prism) to run x86 apps on Arm systems has been refined considerably over the past year, and it’s now been “tuned for the microarchitecture of RTX Spark” Microsoft informs us.
Even gaming, which has always been a stumbling block for Arm laptops due to compatibility issues — particularly those affecting online games due to the use of anti-cheat tools — is taking some big strides forward. The RTX Spark-related announcements Microsoft has made also included the revelation that the likes of League of Legends and Valorant are coming to Arm PCs, as is PUBG: Battlegrounds, with native Arm support for anti-cheat utilities BattlEye and EAC. (The latter is Easy Anti-Cheat, although that compatibility move actually happened last year, with Fortnite coming natively to Arm).
That’s huge for gamers, and remember, this renewed drive for software and gaming compatibility doesn’t just benefit laptops with RTX Spark inside, but also Qualcomm’s Snapdragon silicon. Which means that much cheaper Arm laptops benefit here, particularly as Qualcomm has new Snapdragon C chips in the works, aiming to usher in much more affordable notebooks — we’re talking the sub-$500 budget category (and equivalent in other currencies).
Spark of excitement
This is the true excitement around Nvidia’s RTX Spark for me — that it might be a literal spark whereby we really see the ignition and take-off of Windows-on-Arm laptops, in the budget space, and all the way up to top-end offerings like the Surface Laptop Ultra. The latter will pack quite some gaming performance, even though I realize that isn’t the point of these devices – but it’s a nice bonus.
With the launch of RTX Spark, Qualcomm just welcomed Nvidia to the Arm ‘family’ and that feels like a much more genuine sentiment compared to Intel’s equivalent ‘welcome the competition’ statement here — which feels considerably more political in nature.
Ultimately, Intel wants to keep the balance of power in the laptop world just as it is — with its Core processors as the dominant force — and Nvidia just made Arm a much more threatening presence as a rival in this space.
I very much doubt that Intel welcomes anything about that prospect, even though it does have cards to play in the budget laptop segment itself (namely Wildcat Lake, which is freshly on the scene).
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