AI Development Slowdown Fears Hit Energy and Infrastructure Stocks

The AI development slowdown fears hit shares of energy and infrastructure firms like GE Vernova, Caterpillar, and Oracle. The companies have invested heavily in data centers and AI compute resources.

Shares of these firms fell sharply after Anthropic CEO proposed slowing down AI model development. This could hurt their growth as a potential delay in AI progress is predicted.

Rising debt costs for hyperscalers like Amazon and Alphabet amid a potential slowdown are also being watched by the market.

The shares of key AI infrastructure players show mixed moves on Pluang as of September 15, 2026. Oracle trades at USD 143.64, down 0.75% for the day, while GE Vernova and Caterpillar are slightly up at USD 879.06 (+0.49%) and USD 784.59 (+0.08%) respectively.