Investors including Gary Tan, a portfolio manager at Allspring Global Investments in Singapore, are doubtful the latest developments will have long-lasting effects on the industry AI executives’ calls to slow development of the technology are likely to weigh on chipmaker and supply-chain stocks in the near term, but will probably have limited long-term impact as spending on computing infrastructure remains strong, market watchers say. Key points and original sources are listed below.
- Investors including Gary Tan, a portfolio manager at Allspring Global Investments in Singapore, are doubtful the latest developments will have long-lasting effects on the industryS1
- AI executives’ calls to slow development of the technology are likely to weigh on chipmaker and supply-chain stocks in the near term, but will probably have limited long-term impact as spending on computing infrastructure remains strong, market watchers say.S2