AI Sleepers: The winners hiding in plain sight

What this episode covers

Artificial intelligence is moving from promise to practical impact, reshaping companies, industries, and the global economy. In this new season, we look beyond the hype to examine where AI may create lasting value, where expectations may be too high, and what investors should be watching as the technology moves into the real economy. Across the series, T. Rowe Price investors and experts explore the next phase of AI adoption, from the infrastructure and capital investment required to support it, to the rise of agentic AI, physical AI, sleeper beneficiaries, and the wider implications for productivity, labor, inflation, and growth. In this final episode, Shaun Currie and Jon Friar tell us why AI’s next winners may not all sit in technology as they explore potentially overlooked beneficiaries as adoption spreads into health care, industrials, financials, and consumer businesses.

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