ISSUE 23.25 • 2026-06-22 COMMENTARY By Will Fastie The past few years have witnessed a surge of Arm processors. Of course, the Arm architecture has been around in phones for a long time. But even though phones have cohesive ecosystems built around Arm, we tend to think of phones as nothing more than appliances, not […]

SILICON By Matthew S. Smith After more than a year of rumors and, if those rumors are believed, some delays, NVIDIA’s new system on a chip for Windows PCs was revealed at Computex 2026. It’s called RTX Spark, and it’s coming to Windows PCs this fall. RTX Spark will launch with a single chip in […]

On Monday, NVIDIA shook up the processor market with its introduction of the NVIDIA RTX Spark chip at the opening of the COMPUTEX trade show in Taiwan. The stock market reacted quickly; NVIDIA up seven percent, Intel down two percent. This coming Monday, the newsletter will feature an article by our own Matthew S. Smith […]