$SNDK Continuing from the previous post, here’s how things may develop for #OpenAI and $ANTHROPIC .
After the Democrats took office, the AI sector was suddenly hit with a sweeping sell-off! SanDisk and SK hynix plunged sharply, with no clear bottom in sight. Even institutional investors are selling—what are retail investors still hoping to buy the dip on?
Back to the main topic: what’s next for OpenAI and Anthropic?
AI definitely has a future, but honestly, the current rate of spending is a little worrying. The U.S. has started discussing restrictions on building AI data centers, but that doesn’t mean AI is doomed.
So why is the U.S. starting to restrict AI development? Because AI is advancing too quickly, consuming huge amounts of money, electricity, land, and water—and it’s starting to affect ordinary people’s lives. Data centers are being built in ever greater numbers. Can the power grid handle the load? Will electricity bills go up? These are real concerns.
Meanwhile, OpenAI and Anthropic are both pouring money into securing computing power, and their investments keep growing. But whether they’ll eventually earn that money back is still an open question.
The U.S. doesn’t want to stop developing AI; it just doesn’t want it to expand without limits. For the market, even a slowdown in construction could affect the entire AI supply chain.
In short, AI may have a future, but that doesn’t mean related stocks can keep rising indefinitely. Companies like Nvidia, SanDisk, and SK hynix now face a market that is taking a fresh look at the returns on AI investment.
After the Democrats took office, the AI sector was suddenly hit with a sweeping sell-off! SanDisk and SK hynix plunged sharply, with no clear bottom in sight. Even institutional investors are selling—what are retail investors still hoping to buy the dip on?
Back to the main topic: what’s next for OpenAI and Anthropic?
AI definitely has a future, but honestly, the current rate of spending is a little worrying. The U.S. has started discussing restrictions on building AI data centers, but that doesn’t mean AI is doomed.
So why is the U.S. starting to restrict AI development? Because AI is advancing too quickly, consuming huge amounts of money, electricity, land, and water—and it’s starting to affect ordinary people’s lives. Data centers are being built in ever greater numbers. Can the power grid handle the load? Will electricity bills go up? These are real concerns.
Meanwhile, OpenAI and Anthropic are both pouring money into securing computing power, and their investments keep growing. But whether they’ll eventually earn that money back is still an open question.
The U.S. doesn’t want to stop developing AI; it just doesn’t want it to expand without limits. For the market, even a slowdown in construction could affect the entire AI supply chain.
In short, AI may have a future, but that doesn’t mean related stocks can keep rising indefinitely. Companies like Nvidia, SanDisk, and SK hynix now face a market that is taking a fresh look at the returns on AI investment.