1. This means fewer model launches due to NEW Safety Focused Development.
2. Multiple cycles from training, evaluate, detect risks, roll back, retrain, alignment RL, Monitor then Release, so therefore MORE compute, networking and power will be consumed.
3. Security stocks such as $CrowdStrike(CRWD.US)and a few others will gain a competitive winning edge for this deployment.
4. The real warning sign is capex cuts, but not slower model releases. Guidance, GPU orders and planned data Center capacity will naturally be under the new watchful eyes for such new deployment holistically🆕🇺🇸
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