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AlphaBlog

AI’s Next Bottleneck Isn’t Silicon

Washington is reheating AI regulation just as markets keep pricing frontier-model winners like pure infrastructure stories. That misses a simple point: policy can change economics faster than capex can.

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Market News

Investors See AI Slowdown as a Temporary Step

Investors See AI Slowdown as a Temporary Step

Calls to slow AI development may create near-term uncertainty for markets, but BMO Capital Markets' Jennifer Lee is on Bloomberg This Weekend and says the technology's infrastructure, investment and demand are unlikely to reverse course. She says concerns about jobs, data centers and profitability could temper the pace of growth, even as labor shortages and the push for automation keep AI's longer-term economic expansion intact.

Sep 13, 2026 06:00 AM youtube.com

Stock News