Matt Wittmer

Matt Wittmer is a portfolio manager on the Empiric LT Equity team at Allspring Global Investments, where he leads the LT Large Cap Fundamental Dividend strategy and helps manage the LT Large Cap Fundamental Equity strategy. He has been interviewed on market themes including the AI trade, Nvidia, software, and diversification.

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