Sam Altman said no IPO for OpenAI in 2026 as it is not the right moment and they need to focus on safety and alignment. Looks like a negative new for markets. If all frontier models are now coming out in a chorus to slow down AI advancement and there are actually reports of an agreement which has been reached, it would be a net negative for all chip stocks and even all the neo cloud data center stocks would be impacted. Thoughts? $NVDA$AMD$AVGO$MRVL$NBIS$CRWV$IREN
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Matt @tissuet · 1h
Nothing burger🍔
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