Serenity: The likelihood of a slowdown in frontier AI research and development is extremely low; regulation may be used to limit competitors.

TechFlow reports that on September 14, Serenity stated that the likelihood of Anthropic or OpenAI voluntarily slowing frontier AI development approaches zero, and that related regulatory initiatives are more likely to be used to restrict competitors. It noted that, amid China's continued advancement in AI, it is unlikely for the United States to materially slow down frontier model R&D; meanwhile, China also lacks any incentive to decelerate.

It further pointed out that all major labs and state actors remain motivated to compete for scarce resources such as compute, storage, and chips. Citing examples like Samsung's memory procurement extending to 2031 and sustained supply chain demand from NVIDIA and Broadcom, it argued that short-term volatility in AI-related stocks should not be overinterpreted.