Nvidia just dropped its smallest supercomputer yet, the DGX Spark, and it's set to shake up how smaller players access serious AI power.
The pint-sized machine packs the GB10 Grace Blackwell superchip and can run massive models with up to 128GB of memory, all without the need for a pricey data center setup.
It's a full-circle moment for Jensen Huang, who hand-delivered the first DGX-1 to Elon Musk back in 2016, the same box that helped spawn ChatGPT. Now, Huang's doing it again, literally handing Musk the first Spark, saying the goal is to "put an AI computer in the hands of every developer".
For investors, this is Nvidia doubling down on its AI dominance, moving from the cloud to the desktop, while still powering giants like OpenAI, Microsoft, Meta, and xAI. The message is simple here, whether it's mega data centers or a single workstation, Nvidia remains the central player in the AI boom.