T. Rowe Price’s Wang links AI slowdown to macro factors
AI summary
Tony Wang told Bloomberg that the AI slowdown is more macroeconomic than attributable to any one company. He said investors expect AI spending to improve corporate and cloud revenue and margins, while describing AI-chip demand as unprecedented but warning that rapid shipments could strain supply chains, create bottlenecks and raise execution expectations.
In-depth insight
The assessment highlights two market pressures around AI investment: investors are demanding measurable revenue and margin improvements, while exceptionally strong chip demand raises supply-chain execution risks.
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