# AI infrastructure stocks — X 热门讨论 (2026-09-13 11:07 UTC)

## @BullTheoryio (Bull Theory) · 09-13 09:33 · ♥722 ↻96 💬68 🚨 TOMORROW COULD BE A BRUTAL DAY FOR AI STOCKS.

Every major AI stock crash so far has been caused by China. This time, the threat is coming from inside the industry itself.

In the past, whenever China released a cheaper AI model, AI stocks crashed hard.

That was investors questioning whether US companies were overspending on chips they didn't need.

This is different, and worse.

The heads of OpenAI, Anthropic, and xAI are all now saying AI development itself needs to slow down. The people building the technology are the ones calling for the slowdown.

Anthropic's CEO Dario Amodei says AI is now improving itself faster than anyone can safely control, and companies need to deliberately slow down. Sam Altman agreed and committed OpenAI to the same plan.

OpenAI's own chief scientist admitted that no lab has solved AI safety well enough to keep scaling at full speed.

How all this could cause a crash tomorrow:

The five biggest tech companies are pouring roughly $700 billion into AI infrastructure this year alone, all on the bet that AI capabilities keep accelerating fast enough to justify that spending.

If the people running these labs are now deliberately slowing that pace down, the payoff gets pushed years further out, while the spending doesn't stop.

Regulators are moving in at the same time.

Lawmakers are pushing mandatory safety audits and reporting requirements for the biggest AI labs. Multiple researchers who quit OpenAI and Anthropic in recent weeks are publicly warning that AI is genuinely dangerous without far more caution than these companies are currently applying.

This is three separate threats hitting the same trade in the same week: the builders calling for a slowdown, regulators closing in, and spending that keeps climbing regardless.

A trade that has only gone up for three to four years straight is now facing a threat that is coming from these companies itself. https://x.com/BullTheoryio/status/2099069008058237180

## @DeItaone (*Walter Bloomberg) · 09-13 08:17 · ♥424 ↻53 💬68 AI STOCKS FACE PRESSURE AS TECH LEADERS CALL FOR SLOWDOWN

AI-linked stocks could face near-term selling pressure after Anthropic CEO Dario Amodei called for slowing development of the most advanced AI models, with OpenAI’s Sam Altman and xAI’s Elon Musk backing the proposal.

Investors say the longer-term AI trade remains intact, as demand for chips, power and computing infrastructure continues to outstrip supply, while slower model development could give companies more time to monetize existing investments. https://x.com/DeItaone/status/2099049821822763367