Anthropic’s AI Warning May Weigh on Chips, But Trade Seen Intact

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Anthropic’s AI Warning May Weigh on Chips, But Trade Seen Intact
AI executives’ calls to slow development of the technology are likely to weigh on chipmaker and supply-chain stocks in the near term, but will probably have limited long-term impact as spending on computing infrastructure remains strong, market watchers say.
Semiconductor makers and other artificial intelligence-linked stocks may bear the brunt of any initial selloff on Monday, while investors assess whether a more cautious approach to developing advanced models will crimp earnings. Still, with demand for chips, energy and computing power continuing to outstrip supply, any weakness may prove short-lived.

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