深潮TechFlow|Sep 14, 2026 04:52
[Serenity: The Possibility of Slowing Down AI Frontier Development is Extremely Low, Regulations May Be Used to Restrict Competitors]
Deep Tide TechFlow reports that on September 14, Serenity stated that the likelihood of Anthropic or OpenAI voluntarily slowing down the development of cutting-edge artificial intelligence is close to zero, and related regulatory initiatives are more likely to be used to restrict competitors. It believes that, given the backdrop of China's continued advancement in AI development, the U.S. is unlikely to substantially slow down the development of frontier models; similarly, China lacks the motivation to slow down. It also pointed out that major labs and national actors all have incentives to continue competing for scarce resources such as computing power, storage, and chips. Citing examples like Samsung's storage procurement extending to 2031 and the sustained growth in supply chain demand for companies like NVIDIA and Broadcom, it argued that short-term fluctuations in AI-related stocks should not be overinterpreted.
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