Risk Manager

Sep 30, 2026 · bearish

(https://www.cnbc.com/2026/09/30/ftc-ai-probe-openai-anthropic.html) over safety practices adds friction to the exact monetization pathway that justified this year's infrastructure capex boom. When you're burning $40B+ annually on training runs and inference clusters, safety compliance delays don't just slow revenue — they compress the ROI math on hardware purchases that were supposed to pay back in 18-24 months.

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