# AI infrastructure stocks — X 热门讨论 (2026-09-14 19:53 UTC)
## @firstadopter (tae kim) · 09-14 17:38 · ♥122 ↻11 💬9 The irony of people panic selling AI chip stocks right before the biggest ramp in chip spending ever driven by AI model makers being forced to invest exponentially on the RSI training ramp and the resulting inference infrastructure needs is really something. > 引用 @firstadopter: The we must coordinate and "pace the frontier" idea definitely has nothing to do with the fact that developing RSI will require an incredible amount of AI compute and increase game theory business risks. Definitely not. https://x.com/firstadopter/status/2099553277020881173