Head out of the cloud: Nvidia's personal-computer shift

英伟达杀入 PC

The Intelligence from The Economist

2026-06-02

21 分钟
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The AI world's go-to chipmaker is blazing a trail toward your personal computer. We ask what moving out of the cloud indicates about the future of computing. The three candidates for mayor of Los Angeles could not be more different, and they are running neck and neck. And updating generic filler text for the business-jargon era. Guests and host: Shailesh Chitnis, global business writerAryn Braun, West Coast correspondentAndrew Palmer, executive editor and “Bartleby” columnistJason Palmer (no relation), co-host of “The Intelligence” Topics covered:  Nvidia, AI, technologyLos Angeles, American politicscorporate jargon
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  • The Economist.

  • Hello and welcome to The Intelligence from The Economist.

  • I'm Jason Palmer.

  • Today on the show, the wildly different contenders for Los Angeles mayor

  • and Lorem Ipsum text for the corporate world.

  • First up, though.

  • The world's most valuable listed company is having a hell of a year, again.

  • In March, Nvidia announced new chips and AI models

  • and ambitions for space-based data centers, even self-driving cars.

  • But yesterday, Jensen Huang, the firm's leather-jacketed boss, shared what he said was far bigger news.

  • There is no question 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.

  • I'm in Taipei this week attending the Computex conference,

  • which is a big conference for AI and semiconductors in Taiwan.

  • During a keynote speech, Jensen Huang brought out two laptops in his hand

  • and basically that signified that in partnership with Microsoft,

  • they have developed chips specifically for the personal computer.

  • So it's a big break for Nvidia from what they're known for,

  • which is making chips for AI in the data center.

  • This is now getting into the personal computer.