Tech stocks rally with Nvidia's new PC chip. In Milan St in focus
The news, according to analysts, is considered positive for the entire supply chain due to increased volumes and expansion into new platforms
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(Il Sole 24 Ore Radiocor)- A day of buying on tech stocks after the announcement by Nvidia Corp of a superchip for PCs made in collaboration with Microsoft Corp . The news is considered positive for the entire supply chain, thanks to increased volumes and expansion into new platforms, Banca Akros analysts note. It is benefiting Stmicroelectronics at Piazza Affari and Paris, as are Infineon Tech and Sap in Frankfurt, and Be Semiconductor in Amsterdam. The Euro Stoxx 600 technology sub-index moved up behind only oil & gas.
The new chip, called 'RTX Spark', poses a direct challenge to the big Cpu (Central Processing Unit) manufacturers such as Intel, Amd and Apple, marking Nvidia's entry into the hitherto largely untapped personal computer market. Starting this autumn, it will debut in laptops and desktops of the major brands. The product is a combination of microprocessor and graphics chip, made with the support of Taiwan's MediaTek, and will run Microsoft's Windows for Arm operating system.
"Microsoft and Nvidia are going to reinvent the PC, this is going to be the new PC," said Nvidia CEO Jensen Huang at Computex in Taipei, announcing the autumn launch of the RTX Spark. The two American tech giants "have meticulously optimised every aspect so that this computer can literally run anything the world has ever created, and more importantly, it can now run Ai agents," Huang added. 'If you want to do digital biology, seismic processing or astrophysics, no problem,' he said.
