Live Roundups Editor's Desk Insights Executive Ops Weather About 🔍
Home › Technology › AI Slowdown Is More Macro Than Tied to One Company:...
Technology

AI Slowdown Is More Macro Than Tied to One Company: T.Rowe Price’s Wang

Bloomberg Technology Thursday 29 October 2026, 21:59 UTC 1 min read
Key Points

Oct 29th, 2026 AI Slowdown Is More Macro Than Tied to One Company: T.Rowe Price’s Wang Tony Wang, Portfolio Manager at T.Rowe Price, says investors are looking for AI-related spending to translate into better-than-expected revenue across companies’ core businesses and cloud operations, while also improving margins. He describes demand for AI chips as unprecedented, but warns that rapid shipments can strain supply chains and create bottlenecks, raising execution expectations.

Oct 29th, 2026 AI Slowdown Is More Macro Than Tied to One Company: T.Rowe Price’s Wang Tony Wang, Portfolio Manager at T.Rowe Price, says investors are looking for AI-related spending to translate into better-than-expected revenue across companies’ core businesses and cloud operations, while also improving margins. He describes demand for AI chips as unprecedented, but warns that rapid shipments can strain supply chains and create bottlenecks, raising execution expectations. He speaks with Romaine Bostick on "The Close."
Wang Tony Wang (PERSON) AI (ORG) Romaine Bostick (PERSON)
Originally published by Bloomberg Technology Read original →

Related Stories

Apple’s iPhone Maker Confident of Meeting Surge in Duo Demand

EXCLUSIVE Asia Apple’s iPhone Maker Confident of Meeting Surge in Duo Demand Apple Inc.’s main assembly partner Hon Hai Precision Industry Co. expects its expansive global manufacturing presence will help it fulfill growing demand for the US company’s marquee foldable device. The US company launched the $2,000 iPhone Duo earlier this month. The limited in-store stock was sold out quickly, while some online orders were offered delivery at the end of January, marking some of the lengthiest...

Bloomberg Technology 13m ago

Sony is working on a film adaptation of viral indie horror game Mouthwashing

Sony is working on a film adaptation of viral indie horror game Mouthwashing Karyn Kusama is attached to direct. Indie horror game Mouthwashing is making the jump to film. Sony Pictures Entertainment has acquired the rights to the game from developer Wrong Organ, according to The Hollywood Reporter, and Karyn Kusama, director of Jennifer's Body and The Invitation, is attached to direct.

Engadget 21m ago

Fears of Binance hack prompt Tether, Circle to freeze over $1.5 billion in funds

Cryptocurrency exchange Binance said Thursday it was investigating a “potential security issue” but insisted that all customer money was safe after a series of very large transfers on the platform caught the attention of traders and the site’s founder speculated that it may have been due to a hack. “Our teams are aware of reports of a potential security issue and are actively investigating. Rest assured that user funds are completely safe,” a spokesperson for Binance said in a statement.

NBC News 27m ago

Open-weight AI models can exploit the patch gap

Overview GLM 5.3, a widely available open-weight model released by Z.ai in August, can identify and exploit vulnerabilities in recent versions of the Mozilla Firefox browser using security fixes that have been published but not yet shipped to users. The window between a fix being published and reaching users is known as the patch gap. In our experiments, GLM 5.3 used this gap to build a webpage that, when visited by a Firefox user, read a file from the visitor’s computer and sent it to the...

Hacker News 41m ago