Three of the biggest names in AI are asking the industry to slow down, and while that spooked markets briefly, fund managers say the money behind AI is not going anywhere.

• Anthropic's Dario Amodei called for slower frontier model development and tighter safety checks, with Elon Musk and Sam Altman backing him up.
• US Congress and local governments are also pushing harder on AI security and the power and water that data centers guzzle.
• Slowing the release cycle may cost less than people fear, since companies still have not squeezed the value out of the models they already have.
• Cloud giants keep borrowing at 7-8% to build AI infrastructure, a sign they expect the payoff to be big.
• Taiwan's market shows the demand is real: listed company profits more than doubled from a year earlier last quarter, a record.

Outlook: Taiwan stocks look set to trade sideways into the fourth quarter, with attention shifting from how much companies spend on AI to how much cash it actually brings in.