原文：

原文：
$IREN CEO on Anthropic call for frontier slowdown:

“Even if models never improved from here…

just rolling out what they can already do would take more compute than the world can build for years”

I agree, and current narrative is reminiscent of the $NVDA DeepSeek selloff or the $GOOGL TurboQuant scare.

Guess what happened?

These scares once or twice a year all turn out to be immaterial to the overall AI buildout.

Especially when we have contracted demand all the way into the 2030’s now from advanced packaging to memory procurement.

翻译：
$IREN CEO 对 Anthropic 呼吁前沿放缓的回应：

“即使模型从此不再提升…
仅仅部署它们已经能做的事，也需要的算力超过全球多年能建造的算力”

我同意，当前的叙事让人想起 $NVDA DeepSeek 抛售或 $GOOGL TurboQuant 恐慌。

猜猜会怎样？

这些恐慌一年一两次，最终对整体 AI 建设影响微乎其微。

尤其是我们已经签订了从先进封装到存储采购一直延伸到 2030 年的需求合同。