BiyaPay Analyst: Jensen Huang Invests in AI PC, ARM Surges by 18%, NVIDIA Market Cap Soars by $319 Billion

June 2, NVIDIA CEO Jensen Huang officially unveiled the RTX Spark — an AI PC chip integrating an Arm CPU, Blackwell GPU, and unified memory — during his GTC Taipei keynote, with the core goal of enabling PCs to run AI agents locally. According to BiyaPay market data, U.S. AI sector stocks rallied broadly following the event: NVIDIA climbed more than 6%, adding roughly $319 billion to its market capitalization in a single day. ARM surged over 18% intraday, hitting a new all-time high for its stock price. Microsoft rose approximately 2.3%. Separately, Huang referenced Nebius during his Computex keynote, pushing NBIS up more than 18%; his remark that “AI is more likely to promote rather than destroy software demand” also lifted ServiceNow and Snowflake by around 10% each. BiyaPay analysts pointed out that as AI shifts from the cloud to the edge, focus on U.S. computing power, architecture, and software sectors will grow. However, individual stock volatility is expected to intensify in the short term, so investors are advised to exercise caution. BiyaPay has officially launched zero-commission U.S. stock trading, allowing investors to participate in U.S. stock markets directly via USDT.