Investors weigh the potential cost of AI 'slowdown'

Investors weigh the potential cost of AI 'slowdown'

The AI boom that has powered markets and unleashed a flood of investment is showing signs of strain. Calls to slow the development of powerful models fuel doubts over whether the sector's promised profits can justify its staggering costs.

Investors see their own threats in push to slow AI development

One fund manager said tighter restrictions would be a commercial advantage to Anthropic and OpenAI, and hurt newer start-ups and microchip manufacturers.

Slow the AI race? Investors weigh the potential cost

AI Slowdown Threatens the $700 Billion Capex Trade

Every previous scare in the AI trade came from outside the industry. A cheaper Chinese model would raise the question of whether US companies were overspending on chips; a jump in bond yields would pressure the valuations. This time the threat came from the people building the technology. Over one weekend, the chief executives of Anthropic, OpenAI and xAI publicly agreed that AI development should be deliberately slowed, and on Monday the stocks…