Their target competition is the AMD Strix Halo which is eating the Sparks lunch right now.

Its nvidia attempt to gain additional market share and expected as well. If the whole ecosystem is around nvidia and its the easiest way of running stuff, Nvidia offering more enterprise infrastrcuture allows companies to just buy directly nvidia.

Nvidia is also very very rich and pushes the boundaries of stuff. They stoped waiting for industry standards. You can see this in there network stuff. All nvidia.

Next logical step (at least now, not something i thought about) was there CPU for their GPU racks/clusters/systems.

Now they have everything anyway, RTX Spark is just logical.

I don't think its specificly targeted at Apple at all.

Apple has like 10-15% market share and just because some IT nerds buy themselves a mac mini doesn't mean much.

Plenty of them actually just run openclaw without local models. Something which surprised me quite a lot.

But i have two 4090 at home. They consume a lot of power and i had to research the proper Mainboardmodel and had to mod one 4090 to use water cooling because they run too hot.

There Spark setup was at 3k, way to expensive for normal people. If they can get this down and sell more, great for their ecosystem (strengthening it) and getting more money from people.

It does surprise me though that they have enough capacity for this chip and not just putting everyting in Rubin but perhaps the build out has slowed down a little or they start to diverse already for economic savety

Also sounds like they are ditching the discrete GPU altogether.

All the news articles in my feed mentioned Nvidia reinventing personal computing which is laughable given the specs are worse than the m series. I’m guessing they saw how well Apple devices were selling and rushed to get something similar out so they can ride the hype train and have something to fall back on if ai DC spend slows down.