Comments from Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman calling for a more measured approach to frontier AI development contributed to a sharp selloff across neoclouds and data center stocks, with Bernstein identifying CoreWeave Inc. (NASDAQ:CRWV) as the most exposed name because of its rural footprint and focus on AI training. Analyst Madison Rezaei said slower training activity would likely reduce demand for rural data center sites designed for latency-insensitive workloads, noting rural and Tier 3 markets account for 70% of the industry's 488GW pipeline and estimating that 25% of CoreWeave's existing active U.S. power, with an additional ~74% of its contracted power, is situated in Tier 3 and Tier 4 markets. Bernstein's note also said the backlog is primarily comprised of take-or-pay contracts, so it does not anticipate a threat there but could see a pullback in demand for the contracted-not-yet-sold rural power if training development slows. Neither Amodei nor Altman called for AI development to stop, and Altman said development should be paced but not stopped while hyperscaler capital commitments remain largely unchanged.