T. Rowe Price’s Fifteenth Podcast Features Intel CEO on AI Infrastructure
TROW•T. Rowe Price’s new podcast episode features Intel CEO Lip-Bu Tan discussing semiconductor supply chains, CPUs, GPUs, advanced packaging and foundry services as AI drives demand for compute infrastructure. T. Rowe Price manages $1.89 trillion in assets as of May 31, 2026, about two-thirds in retirement portfolios.
1. Episode Overview
T. Rowe Price released the fifteenth installment of its podcast series, The Angle, featuring a conversation between Eric Veiel, President and Co-Head of Global Investments, and Intel CEO Lip-Bu Tan. The episode examines Intel’s competitive positioning in the evolving compute landscape and the firm’s approach to a complex turnaround.
2. Key Discussion Points
Tan outlined the growing importance of CPUs, GPUs, advanced packaging and foundry capabilities as AI reshapes computing workloads. He emphasized strengthening execution, building accountable teams, and moving with greater speed to meet infrastructure demands and restore customer trust.
3. Firm’s Asset Management Context
As of May 31, 2026, T. Rowe Price oversees $1.89 trillion in client assets, two-thirds of which are retirement-related. The podcast series aims to inform investors about market-shaping themes through direct dialogue with leading industry figures.
