I've heard there's still a large backlog of both software problems, and hardware problems with the platform. The software problems could be fixed with time, but they'll still give a shitty first impression. I'd have thought Nvidia would just bury this and try again with a successor run of silicon with a new design.
This thing seems practically destined to just be a repeat of the Snapdragon laptop debacle.
that's what nvidia is hoping for
With MLX, Apple is building an answer to CUDA, and if people start switching from ChatGPT & Claude to some app that runs on their M5, suddenly Apple starts to look like Nvidia's biggest competitor.
If Nvidia doesn't have a pathway towards getting hardware into the hands of consumers, it could be a really difficult road ahead for them.
https://www.techpowerup.com/gpu-specs/gb10.c4342 https://www.nvidia.com/en-us/products/rtx-spark/
I think its gonna be another failure as we are used to see with the PC market these days.
Basically the same tradeoff as macmini with unified memory.
Why do I have the feeling it's been intentionally made to be bad in order to get you on to their most pensive datacenter gear.
At this point, your cost-efficient options include used 3090s, "frankenrigs" using recycled data center cards, and a handful of "workstation" class cards, where the originally high margins and the long enterprise purchasing cycles have kept prices from going up too fast.
In contrast, a lot of these "personal" AI systems are basically a GPU-like core wired to larger amounts of slow RAM. Which is still semi-affordable. Generally speaking, they make for OK chatbots but extremely slow coding agents. Whereas you can run a modestly useful coding agent at reasonable speed on a 3090.
So yeah, a lot of these systems are bit scammy. But not because it's a secret conspiracy to protect data center cards. Rather, there simply isn't enough fast RAM in the entire world. So they'll flog you disappointly slow RAM instead.
TL;dr: Might be useful for some use cases, but benchmark very carefully.
Maybe the Nth time's the charm and Microsoft+Nvidia will manage to make Windows on ARM a viable platform.
Guess I need to postpone my gamer PC renewal to end 2030.
It's just worse Strix Halo, as you are landing square in middle of Windows ARM problems
I 'd say that is an improvement if you want to run local llm inference. Still well below with what you can achieve with Apple chips though.
Eventually a lot of inference will get right-sized into something you affordably run yourself.
> "Our goal is to deliver unmetered intelligence to every home and every desk with Windows," said Satya Nadella, chairman and head of Microsoft.
Then:
> However, Ian Fogg, Research Director at industry analyst firm FDM CCS Insight said the change was "likely to come with a significant price tag" and Nvidia would be targeting "those looking for workstation-class performance".
So... not every desk with Windows.
It just feels too much like what they said about Apple II and early Windows. A play at nostalgia instead putting real thought into it.
My question is, what happens to the people who use RTX cards for gaming? This new solution isn't meant for that. Do they need an "AI accelerator" and a gaming-centric GPU?
Even in the analytics side most of the stuff is some shonky ass numpy or excel gank.
I don’t know what the market is. I just can’t see it.
60 years ago the US government had forbidden the export of fast computers to France, with the hope that this sanction will prevent the French from developing thermonuclear bombs.
The result was that the French state (which at that time was lead by de Gaulle, not much less autocratically than China) subsidized some of their computer manufacturers, which previously could not compete with the American companies like IBM and CDC, and also their semiconductor manufacturing industry, which had to provide the components for the locally-made computers.
Eventually, the French produced TTL circuits and mainframe computers made with them, and finally they also made thermonuclear bombs.
So the American "sanctions" against France have been a complete failure and have been great for the French industry of semiconductors and computers.
Many years later, when USA no longer had export restrictions towards France and the French state no longer protected their industry, the French industries of integrated circuits and computers have been greatly reduced, their companies either becoming bankrupt or being bought or merged into multinational companies.
https://www.gartner.com/en/newsroom/press-releases/2026-4-10...
1. in order to run LLMs, especially the best ones, you need complicated devices which are expensive
2. if you buy one for your personal use, you are probably not going to utilize it all the time and it will be idle a lot
It seems to me that it will always be more economical that the LLM-running devices are in a datacenter where it is easier to make sure they are always utilized
AI vendors are really going to struggle to shift tokens far beyond the frontier of human capabilities. It's reasonable (not guaranteed) to assume that, if the trend of frontier models (doubling capabilities on benchmarks every n months) holds, then the same trend will hold for local models, and those local models will meet and exceed the perception frontier. This would mean a human cannot tell the difference between Mistral-Open-2030 and Claude Opus 2030.
That's a bunch of "ifs", but there's nothing exceptional about those "ifs". They're basically the scenario if nothing changes between now and ~2030 with regards to capabilities trend attainment.
There is no ceiling to the power of consumer hardware. If it's cheap enough, it will be bought.
Even two or three years people were pointing out "The ChatGPT subscriptions you can buy with $2000 give you much more compute than whatever home setup you come up with" on r/LocalLLM. I did my own elementary school maths and came to the same conclusion.
Yet till this day people still boast how their beefy M4 Pro/Max machine with 32+GB RAM (which is not at all a "normal person's setup" and costs $2000+) runs LLMs smoothly, and "that's the future".
Someone needs to re-learn basic maths and take a walk around Best Buy to understand what "consumer laptop" looks like.
I think consumers are primed for that type of behaviour though. I have an iPhone on my desk. It has something like 2-3tflops CPU+GPU, which is double that of the largest super computer on earth when Jurassic Park came out, and is probably more computing power than existed on earth when I was born in the 80s.
I use this device for around 1hr per day to write text messages.
Think of it like having a graphics card at home versus using a cloud gaming stream? Technically subscribing to GeForce is much cheaper up front than getting a card, but people still do that. So will the audience of people running agents at home be as large as PC gaming? I think that's kind of plausible.
Local models today are fine for a lot of mundane tasks and will continue to be so. The use cases where paying for frontier models is worth it, will continue to shrink for folks not doing frontier work.
2. Eventually we'll get to where local models that don't have sycophancy and slot-machine mechanics trained into them will perform better.
The price of a mini-PC with Intel Panther Lake is at least double in comparison with the price of a mini-PC with Arrow Lake H having similar specifications, and I am talking about barebones, before adding DRAM and SSDs, whose prices have risen even more.
The rise in prices is somewhat obfuscated by the confusing names of CPUs, i.e. some old and new CPUs may seem to be at similar prices and they have similar names, but the new CPU actually corresponds to a lower segment of the market, by having e.g. a smaller GPU and a lower clock frequency, while the CPU model that really corresponds to the old is named such that it seems to belong to the class corresponding to its present price.
As a concrete example of this obfuscation, which may confuse the buyers of laptops or mini-PCs, I have an ASUS 15 Pro with "Core Ultra 5 225H". If I would buy an ASUS 16 Pro now, the corresponding CPU model, the cheapest which is not worse than what I have, would be "Core Ultra X7 358H".
- bulk discounts - cheaper electricity - high utilisation to spread the costs among many users
I don't see how PCs could ever compete against it. Most users AI demands would probably result in >90% idle time on the GPU.
The whole replacing people angle is just the short term use case the more ghoulish executives are thinking about. In practice, lots of lots of new use cases have been made possible by LLMs. A lot of which can be done locally. But whatever capacity you have locally, they can have more of and for cheaper, and they manage the model instead of you doing it yourself. I think you put it nicely though, their moat will be thinned, and I doubt they'll be as profitable as their funding suggests, but at the same time the demand for them won't go away either. I don't know if OpenAI and Anthropic will be viable, but I'm nearly certain Deepseek is.
The tipping point will be power usage, if a local llm can run the same workload for less power that would be a game changer. Nvidia might get decimated, but even Google and others have moved on from GPUs already, they have faster and more power efficient TPUs. Add to that network bandwidth and availability issues, their moat remains. Also consider that even for graphics capabilities, user devices just don't have a consistent spec to make things like widespread 3d graphics and webgl usage viable. Someone's cheap android phone will never run a local llm reliably,same as it won't a 3d game. even if they have a high-end iphone, network providers aren't always performant as they are in western countries, and then there are people that won't want to install your app or local software, and then browser based exposure of the capability to sites which will have similar hardware spec issues, OS instabilities, competing tabs,etc...
That is not how LLMs are typically used though in my experience
> Think of it like having a graphics card at home versus using a cloud gaming stream?
Latency seems to be much more important in that use case
Or stall. Acceleration has been slowing significantly and gains seem to be tied to huge memory footprints.
DGX Spark runs Linux, and nobody is going to install Windows on that machine. This laptop got it backwards.
If someone decides to run Ollama for local inference with this laptop, they fit perfectly into the "has too much money to waste" bracket, which is addressed by a few other comments in the discussion.