WELLS FARGO SEES AI SLOWDOWN AS UNLIKELY
The bank's base case is that any slowdown in AI deployment is more likely to result from supply-side bottlenecks, such as permit delays, power availability, and local opposition, than a coordinated effort to curb demand.
Reinforcing the thesis for $IREN $NBIS $WULF $CIFR
Meta CEO Mark Zuckerberg has argued that AI development should accelerate, not slow.