Serenity
@aleabitoreddit
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AI/Semi Supply Chains Research
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加入 July 2025
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$IREN CEO on Anthropic call for frontier slowdown:
“Even if models never improved from here…
just rolling out what they can already do would take more compute than the world can build for years”
I agree, and current narrative is reminiscent of the $NVDA DeepSeek selloff or the $GOOGL TurboQuant scare.
Guess what happened?
These scares once or twice a year all turn out to be immaterial to the overall AI buildout.
Especially when we have contracted demand all the way into the 2030’s now from advanced packaging to memory procurement.
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