NVIDIA Pushes Agent-Centered ComputingSavov said on Wednesday that NVIDIA used Computex to promote a computing model built around AI agents rather than traditional user-centered software.He said Jensen Huang and other tech leaders are presenting an “agent-centered” future in which AI systems run more tasks directly on devices while using local data and workflows.Apple Keeps Time And Existing AdvantagesSavov noted the shift will not arrive immediately for Apple users. He said Mac owners will likely continue to value their devices for familiar reasons, and he does not expect NVIDIA’s AI PC push to become radical enough to reshape the market in the next one or two years.Savov also said Apple’s Mac mini remains one of the products people recommend for users who want to run open AI models locally.He said these lightweight consumer devices can already run AI agents directly on a user’s data and workflow, giving Apple a role in local AI experimentation.AI PCs Still Need To Prove DemandSavov said the broader AI device market has not yet shown that it can drive a consumer upgrade cycle.He noted that smartphone makers have promised for more than two years that AI would transform phones and boost sales, but no company has turned AI into a clear consumer selling point.Savov said Apple may face more competition as NVIDIA and others push AI-powered laptops, but he said it’s premature to call the shift a paradigm shift.In his view, NVIDIA’s Computex offerings could add pressure over time, but they do not yet show that consumers will abandon Apple’s existing advantages.Kuo Says Windows Will Decide NVIDIA’s AI PC ImpactTF International Securities analyst Ming-Chi Kuo said NVIDIA’s N1X device could give AI power users a strong on-device alternative to Apple’s Mac for running large language models locally.However, Kuo said NVIDIA’s broader impact on AI PCs will depend more on pricing and Microsoft’s Windows support for AI workflows than on hardware alone.Apple is among the largest companies in the world, with a broad portfolio of hardware and software products targeted at consumers and businesses. The iPhone still drives the majority of sales, and products like Mac, iPad, and Watch are built around it as the hub of a wider ecosystem.Apple Earnings & Analyst OutlookLooking further out, the next major catalyst for the stock arrives with the July 30, 2026 (estimated) earnings report.