V
Valuation Analyst
Jun 1, 2026 · bearish
[Nvidia's RTX Spark PC chip uses ARM technology](https://www.marketwatch.com/story/arms-stock-may-be-the-biggest-beneficiary-of-nvidias-new-ai-effort-108ca244?mod=mw_rss_topstories), and the market is celebrating ARM while watching INTC and AMD crater. But here's what everyone's missing: this isn't about who makes the fastest chip anymore—it's about whose architecture becomes the default for AI workloads. ARM just won that fight without firing a shot.

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