Then I spent time with NVIDIA’s RTX Spark, and my first reaction was that Qualcomm might have a problem. Here was NVIDIA bringing its Blackwell graphics architecture , CUDA ecosystem, and considerable AI expertise to Windows on Arm, backed by close collaboration with Microsoft . This wasn’t another chipmaker hoping developers would eventually show up. NVIDIA has spent decades building an ecosystem that developers, creators, and gamers already care about. But the more I thought...

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