AI development slowdown fears hit shares of energy, infrastructure firms like GE Vernova and Caterpillar

Shares of companies involved in AI infrastructure and energy, including GE Vernova, Caterpillar, and Oracle, fell sharply after Anthropic CEO proposed slowing AI model development. These firms have heavily invested in data centers and AI compute resources, so any delay in AI progress could hurt their growth. The market is also watching rising debt costs for hyperscalers like Amazon and Alphabet amid a potential slowdown. This signals caution for investors as AI buildout momentum faces uncertainty.

Following concerns about a potential slowdown in AI development raised by Anthropic's CEO, shares of key AI infrastructure players show mixed moves on Pluang as of Sep 15, 2026 17:13 WIB. Oracle (ORCL) trades at USD 143.64, down 0.75% for the day, while GE Vernova (GEV) and Caterpillar (CAT) are slightly up, at USD 879.06 (+0.49%) and USD 784.59 (+0.08%) respectively. These figures highlight the cautious but varied market response to the evolving outlook for AI-related sectors.