Is the death of the AI race in the US? Did we already reach the end? Peak AI. If so this will kill the speculative hype on data centres and GPUs. It will be interesting to see how the market absorbs and reacts to this.

Death of the AI race? This is the starting gun.

Starting gun to go where, exactly? If it's "any model better than Opus 4.8" the destination won't be allowed to exist.