NVDA Stock Set For Strong Open Today: CEO Unveils First PC Chips At Computex 2026

• Nvidia and Microsoft have co-developed the N1X processor, which will ship in Windows laptops from most of the major brands this fall.
• MSFT stock also jumped overnight. Intel and AMD stocks declined marginally.
• Retail sentiment for NVDA and MSFT rose a level to ‘bullish.’

Nvidia Corp. on Monday unveiled its first PC processors, developed in partnership with Microsoft and featuring on-device AI capabilities, marking its entry into a market long dominated by Intel and Advanced Micro Devices as the world’s largest chipmaker broadens its reach across the AI hardware ecosystem.

Nvidia also said its next-generation Vera Rubin AI chips used in data centers had entered “full production,” simultaneous to Dell CEO Michael Dell posting on X that his company had delivered its flagship AI servers built into Nvidia’s Vera Rubin NVL72 racks to CoreWeave.

Nvidia and Microsoft shares rose 2.3% in overnight trading ahead of Monday’s session, with both stocks attracting increased attention on Stocktwits in the early hours. Shares of Intel and AMD declined just under 1%.

Nvidia CEO Jensen Haung At Computex

During a keynote address at Taiwan’s Computex conference, Nvidia CEO Jensen Huang unveiled a new N1X processor developed in partnership with Microsoft. It will be incorporated into a new RTX Spark chip, debuting in the fall on a fresh line of Windows PCs from Microsoft, Dell, HP, ASUS, Lenovo and MSI.

“This reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone,” Huang said, pointing to the fact that agentic AI will run across all the new computers.

“Microsoft and Nvidia are going to reinvent the PC,” he said. “This is the first completely re-engineered, reinvented line of PCs that has happened in 40 years.”

The first-generation PC processor combines two of Nvidia’s top-tier chip architectures into a single package and includes 128GB of unified memory. It integrates an Nvidia Blackwell GPU with the new N1X CPU, an Arm-based processor developed in collaboration with Taiwan’s MediaTek.

Simultaneously, Microsoft unveiled Surface Laptop Ultra, a new version of its popular laptop with an Nvidia RTX Spark SoC and a 15" mini-LED touchscreen, which is also scheduled to release this fall.

In another section of his presentation, Huang said the production of Nvidia’s Vera Rubin chips was ramping into “full production”, with first systems expected to ship in the fall. Early customers of the Blackwell successor include Anthropic, OpenAI, SpaceX’s xAI, Dell, Oracle and CoreWeave.

Retail View On NVDA

On Stocktwits, the retail sentiment for NVDA and MSFT shifted to ‘bullish’ from ‘neutral’ the previous day. Traders were particularly encouraged by the move, given Nvidia’s recent underperformance relative to the broader semiconductor sector and the tendency for even positive developments to be met with selling pressure.

“$NVDA when everyone is bullish, im short. sell on news when market open. Im a $NVDA holder, but playing smart,” a trader remarked. Another wrote: “$NVDA why do I have a feeling we’re gonna be red tomorrow. No one actually believes this green right?

Nvidia shares are up 13% year to date, compared to the 89% rise in the iShares Semiconductor ETF (SOXX). Microsoft shares are down 6.5%.

The Computex 2026, hosted in Taipei, will run through June 5, with major announcements expected from several global tech companies.

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