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.

Tony Wong, a portfolio manager at T. Rowe Price and a key NVIDIA shareholder, delves into the impact of China's AI startup DeepSeek on the tech market. He discusses how DeepSeek's innovations could revolutionize AI costs and challenge major players like NVIDIA. The conversation highlights the geopolitical tensions affecting tech investments and the significance of responsible AI usage. Wong also analyzes the need for the U.S. to boost chip manufacturing and navigate the shifting dynamics in the semiconductor and fintech sectors.

Tony Wong, a Portfolio Manager at T. Rowe Price specializing in science and tech investments, discusses Amazon's historic revenue growth surpassing Walmart, indicating a shift in e-commerce. He shares insights on Amazon's cloud performance and strategic positioning against competitors like Google and Microsoft. Wong also delves into Palantir's impressive stock surge, addressing market skepticism and potential overhype. The conversation encompasses the broader implications for the tech landscape and capital expenditures, particularly concerning AI advancements.