https://www.live-feeds.com/feed/ai-chip-sell-off-overblown-zero-gpu-slowdown-after-anthropic-essay-analyst-saysContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/ai-chip-sell-off-overblown-zero-gpu-slowdown-after-anthropic-essay-analyst-sayshttps://www.live-feeds.com/feed/ai-chip-sell-off-overblown-zero-gpu-slowdown-after-anthropic-essay-analyst-says#u72300Thu, 17 Sep 2026 06:30:47 +0000An analyst reports that GPU demand has not slowed despite a recent essay from Anthropic, suggesting the market sell-off for AI chips is an exaggerated reaction. While the essay prompted investor concern regarding the pace of AI development, the analyst claims there is zero slowdown in GPU procurement. This contradicts the market's downward price movement, indicating a disconnect between investor sentiment and actual hardware demand from AI developers.Why it mattersAnthropic's leadership recently published a piece titled We Must Pace the Frontier. This sparked a broader debate among A