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The key distinction is between slowing model releases and slowing infrastructure spending. AI and chip stocks sold off Sept 14, yet AI data center investment remains elevated. My read: calls for more safety evaluation are a risk to the pace of expansion, but a weaker GPU demand outlook would need evidence that spending plans are changing too. #FOMCRateCallThisWeek #CLARITYVoteFails50-49 #AISafetyDebateEscalates