$Dell Technologies Inc.(DELL)$ Investors will likely start buying again once they realize everyone will be piling back into AI and data center related names, because the market overreacted to the AI slowdown talk over the weekend.
The slowdown chatter was really about ASI, artificial super intelligence. Regular AI should keep moving fast. The code base between regular AI and ASI projects is different, so there isn't much reason to slow down regular AI work.
The ASI concern centers on recursive self-improvement, where the AI writes its own code instead of humans rewriting it, and the idea of ASI surpassing all human capabilities.
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