Publier
huzaifa chohan
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
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