The public sours on AI and data centers as Anthropic, OpenAI look to IPO and tech keeps spending

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What Happened

Negativity around AI could be a drag on OpenAI and Anthropic as the startups look to go public, and will likely be a major issue in the midterm elections.

Builder's Brief

Who

Venture capital, large AI companies

What changes

Reflects shifting public appetite for AI infrastructure spending.

When

months

Watch for

Public sentiment index tracking AI investment

What Skeptics Say

Market negativity often overshadows genuine technological progress, leading to irrational valuations and potentially stifling necessary long-term capital investment in infrastructure.

Cited By

CNBC Tech The public sours on AI and data centers as Anthropic, OpenAI look to IPO and tech keeps spending