# chip earnings — X 热门讨论 (2026-09-13 07:50 UTC)
## @Joseph_Invests (Joseph Invests) · 09-13 00:19 · ♥30 ↻3 💬9 If this is true we have a market bubble burst and a 50%+ crash. Open AI has 400 billion+ of obligations in 2027 and 2028. They likely will not make over 100 billion of revenue in either year, and if they slow down the industry they will make a lot less than 100 billion. They have to tap the credit markets to actually fund this expenses. If they can not fund these expenses to hyper scalers those companies have massive d and a coming, with no revenue coming in. This would lead to cutting capex, earnings would be revised extremely low, and they would crash. This goes further they have trillions of off balance sheet leverage and loans to chip companies like $NVDA, $AVGO, Neo clouds like $IREN, $NBIS, or all of these other data center companies who are building out. This would lead to a bubble and a 50%+ crash in the market coupled with rising CDS spreads right now.
That is why I think this is a play to get government regulation so competitors do not come and have better models than Anthropic or Open AI. This simply can not be true in times where open ai has to raise more money and Anthropic is about to IPO. Use your brain and put the facts together. If I am wrong then the ai bubble is here right now staring at you. > 引用 @DarioAmodei: We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: https://t.co/OGyPb7yaYt https://x.com/Joseph_Invests/status/2098929497458536848