# Nvidia 與 Microsoft 的重磅合作案週一在華爾街掀起波瀾。

*semiconductor · news · 2026-06-01 · NDTV Profit*

## Key points

- Nvidia 全新 RTX Spark 超級晶片將專屬於搭載代理式 AI 的 Microsoft Windows 個人電腦。
- Nvidia 與 Microsoft 的合作直接威脅 Intel 與 AMD 在個人電腦及筆電 CPU 市場的主導地位。
- Dell 與 HP 股價分別因參與 Spark 合作案而大漲 10% 與 8%。
- Intel 與 AMD 股價因 Nvidia 與 Microsoft 的宣布分別暴跌 7% 與 6%。
- Nvidia 負責硬體製造，Microsoft 提供作業系統，裝置設計則由製造商負責。

Nvidia and Microsoft's blockbuster deal has made quite a dent on the Wall Street on Monday. Not only has it kept the tech-heavy Nasdaq Composite in the green, it has triggered major movements in the chip stocks and AI world. While the Jensen Huang bellwether was up, AMD and Intel's share price took a beating after the former announced that it will lend its latest 'superchip' called the Nvidia RTX Spark to Microsoft. Nvidia surged 5% to an intraday high of $222.17, while Microsoft rose as high as over 4% to $466.32. In stark contrast to this, Intel shares plunged nearly 7% to a low of $106.3 and AMD slumped 6% to $486.80 The superchip will run a version of Microsoft Windows designed for agentic AI capabilities and tasks, allowing users greater power and computing ability, and is a direct threat to Intel and AMD's market share. ALSO READ: Nvidia, Microsoft Team Up To Take On Apple In PC, Laptop Market — Here's What It Means For You As of today, most Windows PCs and laptops are run by Intel's i-series or AMD's Ryzen-series CPUs, something which this partnership will potentially re-define. Notably, while the partnership aims to take on Apple Inc.'s Macbooks and iMacs, promising power over utility, the company still has hold over the laptop industry due to its greater security and hardware-software integration. Apple's scrip also slipped 2% to $306.30. On the other hand, shares of Dell Technologies soared 10% to an intraday high of $467.27, powered by the Spark deal, which aims to work in tandem with 'the entire PC industry'. Shares of HP Inc. also rose as high as 8% to $28.97. The partnership between Nvidia and Microsoft dictates that Nvidia will build the chip hardware while Microsoft will power the OS. The end product and the designing of a laptop or a PC will still be made by technology solutions and manufacturing companies such as Dell, HP and Lenovo, among others. ALSO READ: S&P 500, Dow In Red As Oil Jitters Outweigh Nvidia-Driven AI Frenzy

**Companies:** Nvidia, Microsoft, Apple, Dell Technologies, HP Inc., AMD, Intel
**Countries:** USA

[Read the full story on NDTV Profit](https://www.ndtvprofit.com/markets/nvidia-microsoft-spark-deal-sends-intel-amd-stocks-tumbling-while-dell-hp-gain-heres-why-11577087)

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Canonical: https://newsio.io/zh-TW/n/69f81f4c-72d2-475b-8e3e-c3899a5b58dc/nvidia-microsoft-nvidia-5-222-17-microsoft-4-466-32
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