Bloomberg Technology
Intel Looks Outside the Box, Microsoft Faces FTC Troubles
Dec 4, 2024
Tony Wong, Managing Director of T. Rowe Price's Science and Technology Fund, shares keen insights into the evolving chip market and AI investments. He discusses Intel's unique approach in seeking an outsider for its CEO role for the first time. The conversation pivots to Microsoft's challenges, including an FTC investigation over its cloud dominance and AI partnerships. Wong also highlights the competitive dynamics involving AWS and NVIDIA, focusing on how advancements in technology are reshaping investment strategies in the AI landscape.
31:47
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Quick takeaways
- Intel's search for a new CEO signifies a pivotal change in leadership strategy amidst fierce competition in the semiconductor industry.
- Microsoft's ongoing FTC probe highlights the regulatory challenges tech giants face regarding operating systems, cybersecurity, and AI market dominance.
Deep dives
Political Turmoil in France and Its Economic Implications
A no-confidence motion against the French government is currently being debated, which could result in significant political upheaval. The National Rally, a far-right party, has expressed its support for the motion, further complicating the situation. Businesses, particularly in the tech sector, are concerned about the potential ramifications of prolonged uncertainty regarding the 2025 budget. If a new budget isn't established soon, it could hinder funding for initiatives aimed at reducing employment costs, making it more challenging for companies to hire lower-income workers.
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