Morgan Stanley reportedly announced prices for Nvidia chips…

Rumor has it that analysts from Morgan Stanley have crisscrossed the aisles of Computex 2026 and have come up with a price range for laptops with Nvidia RTX Spark chips. Entry-level devices under Nvidia N1 would never be offered below $1,799 excluding tax. As for the models running Nvidia N1X, they would start their career at…$2,899 excluding tax. And here we would talk about the slowest chips in each category…

Prices which would correspond to entry-level models for each chip, equipped with 16 GB of LPDDR5 and 512 GB of NVMe storage for the Nvidia N1 and 32 GB of LPDDR5 memory and 1 TB of NVMe storage for the Nvidia N1X. More efficient models with up to 128 GB of memory and 4 TB of storage would therefore greatly exceed these prices.

Except that it is impossible to find any trace of this report from Morgan Stanley. The last published document talking about Nvidia on their site dates from May 17. No feedback from a Soc Spark is present in their publications. No document deals with Computex 2026 at the moment, a podcast from June 3 does talk about AI but to cover other areas. It is quite obvious that the bank does not freely publish all its analyzes. You have to be a customer and pay for access to obtain them.

Morgan Stanley simply cited without source

The fact remains that we must therefore trust the only person who claims that these figures come from a “Morgan Stanley report”: Max Weinbach on Twitter. His tweet, which does not source his quote, was relayed by Wccftech before going around the planet and being picked up by everyone. But if we go back up the track, it stops quickly after 2 small clicks. Far from any official trace of this bank, everything is based on this simple quote without context or source. Some sites, going so far as to indicate that Mr. Weinbach is part of Morgan Stanley, do not take many gloves to assert that these figures are official, which is absolutely false.

It is therefore possible that these prices are really indicated and reported by Morgan Stanley. It is also possible that they are perfectly correct, but it seems important to me to remember that this source of information is absolutely not supported at the moment. Advanced rates must therefore be taken with great caution.

Six brands announced machines running RTX Spark at Computex: Microsoft, Asus, Dell, HP, MSI and Lenovo. Nvidia, for its part, announced that more than 30 laptop models and 10 desktop PCs are expected in the fall of 2026. We can hope that the arrival of more models, notably from Acer and Gigabyte which have embarked on this path, will lead to a some competition. It seems difficult, if not impossible, to have all these brands swimming in the same aquarium. How to choose between Lenovo, Dell or HP, between Acer, Asus and MSI, if their machines are absolutely calibrated in the same price ranges?

Looking at the image above, the impression of a clone war is already very present. Without any way to distinguish themselves, it is difficult to see the arguments of these brands working. You don’t buy a PC of this type because a touchpad is 1 cm larger or because the speakers offer 0.5 watts more. It seems to me that the freedom given to brands to position their machines is an important factor for the success of the launch of this new architecture mixing ARM and CUDA. And Nvidia absolutely needs its solution to work. In my opinion, it would therefore be counterproductive to prevent manufacturers from competing on price.

The price range mentioned in any case seems to be in direct competition with Macbook Pros. It will therefore be necessary to judge on the spot the performance of these machines and the success of the ecosystem proposed by Microsoft in the face of MacOS to know if these new chips have a chance of damaging a creative and premium sector where Apple is still well established.

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