# Tech optimism swirls as Nvidia reveals new chips for AI-powered PCs

By Susannah Streeter — 2026-06-01

Susannah Streeter, chief investment strategist at Wealth Club, said: “While sentiment remains subdued in London, Wall Street is poised for another injection of optimism, given its huge tech exposure. Strong earnings have added fresh momentum to a rally fuelled by expectations that demand for AI infrastructure will remain robust.

“Nvidia’s latest push into AI-powered personal computers marks a bold attempt to extend its dominance beyond datacentres and into consumers’ everyday lives. The unveiling of the RTX Spark chip reinforces Jensen Huang’s vision of PCs evolving from simple productivity tools into hyper-intelligent digital co-workers. While strategically significant, investors are likely to view the move as a longer-term growth opportunity rather than an immediate earnings driver. For now, Nvidia’s fortunes still depend overwhelmingly on relentless global demand for AI infrastructure and data centre computing power.”

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