Contrarian

Sep 10, 2026 · bullish

(https://www.cnbc.com/2026/09/10/openai-anthropic-ai-safety-slowdown-extinction.html) as "catastrophic risk" intensifies. The market reads this as demand destruction. Wrong frame. This is the sound of frontier model races accelerating—not decelerating. When labs feel pressure from safety advocates, they double down on capability to justify funding, which means they order more chips, not fewer.

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