President Donald Trump publicly criticized Anthropic CEO Dario Amodei on Truth Social, calling him a "perfect little angel" and arguing that AI only needs one guardrail: a strong president. Trump emphasized the administration's strong regulatory power over AI companies and framed opposition to rapid AI and data center expansion as a conspiracy benefiting China. This signals a White House stance favoring aggressive AI infrastructure growth and resistance to safety-driven slowdowns. Investors should watch companies supplying AI infrastructure like NVIDIA, Broadcom, and Vertiv, which stand to benefit from this pro-buildout policy. The dispute centers on Amodei's warnings about AI's impact on jobs and calls for slower deployment, which contrasts with the administration's push for rapid expansion.
As of Sep 14, 2026 21:52 WIB, shares of key AI infrastructure suppliers are down on Pluang, with Nvidia (NVDA) trading at USD 210.70, down 3.42% for the day. Broadcom (AVGO) also fell 4.94% to USD 344.12, while Vertiv (VRT) dropped 8.37% to USD 235.48. These declines come despite the White House's push for rapid AI infrastructure growth, highlighting market volatility in this sector.
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