AI reshapes global trade and PC market as Nvidia and Microsoft unveil AI chip PCs

A new analysis shows that AI‑related products have driven global trade to nearly quadruple in the past decade, expanding from about $1 trillion to $3.8 trillion and now accounting for roughly 15 % of worldwide goods flow. The study highlights Asia’s dominance in the AI value chain—Taiwan, South Korea, China and the United States control most semiconductor and data‑center assets—while Europe lags, with its cloud capacity only about a quarter of that in the United States and growing reliance on U.S. service providers.

At the same time, Nvidia and Microsoft announced a new generation of Windows PCs powered by the RTX Spark AI chip, which combines Nvidia’s Blackwell GPU with a custom Grace CPU designed by MediaTek. Produced on a 3‑nm process at TSMC, the chip can access up to 128 GB of shared memory and will debut in laptops from Dell, HP, ASUS, Lenovo and MSI later this year. Executives say the move could be the most significant shift in the PC industry in four decades, reshaping competition that has long been dominated by Intel and AMD.