#AISafetyVsCompute

#NvidiaChipDoubleOutlook Nvidia plans to sell more chips, yet AI compute is getting more expensive 👀 Jensen Huang expects chip sales to double over the next year, while Nebius is raising H100 to B300 instance prices by roughly 17%-21%. What caught my attention is the contradiction: supply is scaling, but pricing power isn't fading. If Nvidia doubles shipments and compute prices still stay high, the real story isn't scarcity. It's demand outrunning one of the fastest supply expansions in tech.

Anthropic plans to have 5GW of compute online by year end. I’m starting to understand why Dario wants to “slow down AI development” with that much compute capacity about to come online#FedOctHikeOddsHit55% #CryptoTaxAndBTCReserve #SECCFTCOnchainRules

Nvidia's outlook and Nebius's price increase are not contradictory signals. Shipments can double while compute remains scarce if AI demand expands even faster. The 17%-21% rise across H100, H200, B200 and B300 instances makes cloud pricing the cleaner stress test: sustained increases would suggest supply growth is being absorbed before it can relieve customer costs. #NvidiaChipDoubleOutlook

🔥 Why does storage come after AI computing power? $SKHYNIX → HBM leadership, driven by AI server bandwidth demand. $MU → HBM + DRAM recovery, with strong cycle upside. $SNDK → NAND + enterprise SSDs, benefiting from growing data-center storage needs. Different plays, same AI infrastructure theme. Watch pricing, shipments, demand and margins. #AI #Semiconductors

NEW: Anthropic says Claude now leads 26% of its own AI research and development, up from nearly zero at the start of the year. $ANTHROPIC

#NvidiaChipDoubleOutlook Nvidia remains at the center of the AI infrastructure trade. Its recent results again showed exceptional demand for high-end AI accelerators, while analysts are focusing on the company’s unusually strong longer-term outlook. Nvidia has also expanded its strategic footprint through investments and acquisitions, including its announced purchase of Hugging Face for approximately $12.9 billion. The bullish case is straightforward: hyperscalers continue spending aggressively on computing capacity, and Nvidia’s software ecosystem makes its hardware difficult to replace. The risk is that expectations have become extremely high. Any slowdown in cloud-capital spending, supply-chain bottlenecks or export restrictions could create a sharp valuation reset. My view is that Nvidia’s operating momentum remains impressive, but investors should separate genuine end-user demand from infrastructure companies buying capacity ahead of uncertain future workloads.

#AISafetyDebateEscalates The AI safety debate just moved from Twitter arguments to the White House 👀 House Speaker Johnson proposed a meeting with 7-8 AI platform heads and lawmakers — no date set, but the fact it's being proposed at this level signals the conversation is shifting from voluntary to potentially mandatory 📋 Johnson opposes emergency AI pauses, citing China competition concerns. But OpenAI is already in weeks of talks with Anthropic and Google DeepMind on third-party evaluation frameworks. The industry is trying to self-regulate before government forces the issue 🤔 Chip stocks fell September 14 on GPU demand fears — safety slowdown anxiety is already hitting hardware 📉 The core tension: move fast and risk falling behind on safety, or slow down and risk falling behind China. Both sides have a real argument and neither is obviously wrong 🫠 Self-regulation via third-party evaluation, or mandatory government oversight — which framework actually produces better AI safety outcomes? 👇

While AI stocks bleeding — CoreWeave -6%, MARA -5% after Anthropic CEO called for slower AI development Crypto is outperforming. $BTC +1% to $77.8K, $ETH +2% to $2.5K Narrative flipped. Money leaving overvalued AI chips, hunting oversold BTC that was dead at $60K last month. BTC was oversold for months. Now short-term traders betting $80K+ by Dec. Rotation is real — not hype. Are you still in AI stocks or rotated to crypto? #BTC #AI #Rotation

The Feed 9/15/26 - AI: Frontier labs call to pace development. Elon on All-In: peer-review models, include China. Obama/Harris/Mamdani want Washington to slow it with regulation. Sacks: if you want to slow down, just slow down. Jensen: the extinction forecasts aren’t science; Nvidia isn’t braking. Trump: hoax, high-IQ president is the guardrail. China: U.S. is "fearmongering," we’re not stopping.#FOMCRateCallThisWeek #CLARITYVoteFails50-49