Sep. 14 at 4:30 AM
$APLD
AI is NOT slowing down.
Yes, Anthropic is calling for a slower pace of frontier AI development. But look at the bigger picture: Microsoft, Amazon, Meta, Nvidia and Oracle are continuing to invest heavily in AI infrastructure and computing capacity. Even Anthropic itself has committed to multiple gigawatts of new compute capacity with Google and Broadcom.
This is not an AI demand collapse. It’s a debate about safety and the pace of frontier-model development.
The AI infrastructure buildout is still massive — and that means continued demand for chips, power and data centers.
That’s why I remain very bullish on
$APLD. 🚀
