Wall Street has treated AI infrastructure stocks as one interchangeable trade for most of this buildout cycle, rising and falling together on the same demand headlines. The Monday, Sept. 14, sell-off broke that pattern. Bernstein did not just flag sector-wide risk from a potential AI slowdown. It named the single stock that stood to lose the most. The warning traces back to the weekend. Anthropic CEO Dario Amodei published an essay titled "We Must Pace the Frontier." In it, he argued that AI companies need to slow down how they improve model capabilities. He warned that unchecked progress, particularly as AI systems begin to self-improve, is outstripping the industry's ability to safely test and control the technology.
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