CoreWeave appears most exposed if AI model development slows: Bernstein

[Hutto AI Data Center in Texas seen through the heat haze above crops in rural farmland] BackyardProduction/iStock via Getty Images A slowdown in the training of artificial intelligence models could negatively affect data center developers and neoclouds, with CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) being one of the most exposed, according to Bernstein Société Générale Group. The concern for a slowdown was prompted in part by Anthropic (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]) CEO Dario Amodei's warning [https://seekingalpha.com/news/4642266-anthropic-ceo-amodei-calls-slow-pace-ai-model-improvements] over the weekend of a need to slow down model development to avoid potential catastrophe.