The Claude logo displayed on a smartphone and the Anthropic logo on a computer screen in Tunis, Tunisia, on May 24, 2026, in an illustration. (Imen Ben Youssef/Hans Lucas via AFP via Getty Images)
Investors are concerned about the demands of the chiefs of Anthropic and OpenAI for a slowdown in AI development. Analysts see the situation more differentiated.
Wall Street punishes companies most exposed to the cycle of investment in artificial intelligence against the risk that a slowdown in its development will moderate spending on chips, servers and data centers.