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OpenAI, Anthropic Slowdown Call Won't Derail AI Infrastructure Demand, Why One Fund Manager Sees No Spending Pause in Sight

Sep 16, 2026 · 04:41 AM ET· updated 38m ago
OpenAI, Anthropic Slowdown Call Won't Derail AI Infrastructure Demand, Why One Fund Manager Sees No Spending Pause in Sight

Gabelli Funds PM Hendi Susanto says AI infrastructure demand remains strong despite slowdown calls, with supply tight through 2027.

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Why It Matters

Some people worry AI companies might slow down soon. But experts think companies building AI gear will stay very busy for years.

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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.

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