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Thursday, October 8

▲ Positive DELLNVDAMSFTINTCAMD 7:50 AM ET Listen · Pro

Dell launches NVIDIA RTX Spark-powered XPS 16 Creator Edition and Dell Pro Precision workstations with Nvidia and Microsoft, +1.3% to $581.47

What happened

Dell expanded its Windows computing portfolio with new NVIDIA-powered systems developed with NVIDIA and Microsoft. The XPS 16 Creator Edition is Dell's first XPS laptop built around NVIDIA RTX Spark hardware, pairing a Blackwell GPU with a Grace CPU and up to 128GB of unified memory, with a 3.2K tandem OLED display; U.S. Best Buy pre-orders opened October 7. Dell also introduced the Creator Edition Desktop (up to one petaflop of FP4 compute, able to run up to 200-billion-parameter models, availability to follow soon) and renamed its Dell Pro Max workstation range to Dell Pro Precision, including GB300-based systems for Windows delivering up to 20 petaflops of FP4 and 748GB of coherent memory, capable of running up-to-1-trillion-parameter models locally. Shares rose 1.3% to $581.47 on the announcement.

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Who’s affected & sources

Who’s affected

  • Dell (DELL): positive — new high-margin creator/enterprise PC and workstation line built with Nvidia, extends Dell's AI story beyond servers. Nvidia (NVDA): positive — RTX Spark penetration into Windows PCs widens its chip footprint at Intel/AMD's expense. Microsoft (MSFT): positive — Windows AI platform partner on the devices. Intel (INTC) / AMD (AMD): competitively exposed — both were already down ~2% in Thursday's premarket selloff.

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