🤖 AI STOCKS ARE RALLYING — BUT AI LEADERS ARE WARNING OF A SLOWDOWN

D1ane
09-18 18:05

This week gave investors a strange contradiction.

AI stocks initially sold off after Anthropic’s Dario Amodei and OpenAI’s Sam Altman backed calls for a more cautious pace of AI development. 

Then the trade reversed.

📈 $NVDA

📈 $AMD

📈 $MRVL

📈 $MU

📈 $INTC

Jensen Huang added fuel by saying Nvidia expects to sell twice as many chips next year as this year. 

So which signal matters?

The slowdown argument: AI development could become more regulated and cautious, potentially reducing the pace of infrastructure spending.

The bull argument: Even if frontier-model development slows, inference, AI agents and existing data-centre deployments could continue driving enormous compute demand. Analysts have also questioned whether a “slowdown” actually means lower AI infrastructure spending. 

That’s the part I find most interesting.

Maybe the AI trade isn’t simply “boom or bust.”

Maybe the next phase is about where the spending moves.

💬 Are you watching AI infrastructure demand — or AI model progress — more closely?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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