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#AIAnxietyHitsChipStocks AI has reached a strange point: leaders want to slow the models while companies keep scaling the machines 👀 Safety concerns helped pressure Nvidia, AMD and Intel, yet AI data center investment remains huge and Nvidia keeps expanding its compute stack. What caught my attention is the mismatch. If frontier development slows but infrastructure spending doesn't, the bottleneck may shift from compute availability to how quickly companies can actually use all that capacity.