The artificial intelligence (AI) investment space is facing a fresh reality check. Anthropic CEO Dario Amodei recently called for a slower pace of frontier AI development to allow safety measures to catch up, while OpenAI CEO Sam Altman and other technology leaders have also raised concerns about the risks of advancing AI too quickly. The comments triggered a selloff in AI-related stocks, with NVIDIA shares falling 3.4% on Sept. 14. The developments have intensified questions about the pace and economics of the massive AI infrastructure buildout. According to A.I. Capital Advisory report (July 2026 update), Amazon AMZN, Alphabet, Meta META, Microsoft, and Oracle will spend $775-800 billion on AI infrastructure collectively in 2026.
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