Matt Wittmer

Portfolio manager on Allspring Global Investments’ Empiric LT Equity team, leading the LT Large Cap Fundamental Dividend strategy and co-managing the LT Large Cap Fundamental Equity strategy. He writes and speaks about diversified AI-investment exposure across the AI ecosystem.

Nvidia Targets AI PCs With New Blackwell Chip and MediaTek CPU

Bloomberg Technology’s Caroline Hyde and Ed Ludlow framed Nvidia’s Computex announcements as an attempt to extend AI demand beyond the data center and into PCs, software and physical systems. The central case, led by Jensen Huang and assessed by Bloomberg reporters and analysts, is that Nvidia’s new RTX Spark chip and agentic-AI thesis could redraw parts of the PC and enterprise software markets, even as questions remain about performance, Arm’s history in PCs and the health of the broader hardware cycle.

Bloomberg TechnologyJun 1, 202613 min read