x.com/BullTheoryio/status/2062965545881010557

SemiAnalysis’s March 12, 2026 report says the opposite of the post.

In its section on memory demand, SemiAnalysis wrote that “the move from Blackwell to Blackwell Ultra and Rubin increases HBM capacity by 50%, with Rubin Ultra driving a further ~4× increase.” It also said “AI server system memory will increase materially in NVIDIA’s next-generation platforms, with VR NVL72 racks carrying 3× higher DDR content.”

So the cited research does not say Nvidia’s next-generation AI chips need “significantly less memory” or “roughly half” the memory the market expected. It says next-generation Nvidia systems use more HBM and more DDR memory. The post appears to invert the direction of the SemiAnalysis finding.

This overstates Anthropic’s position.

Anthropic’s June 2026 post “When AI builds itself” did warn about the possibility of recursive self-improvement, but it did not call for an immediate global halt to AI development. Instead, Anthropic wrote that “it would be good for the world to have the option to slow or temporarily pause frontier AI development” so that governance and alignment work can keep up. It further specified that “we expect that we would slow down or temporarily pause, if other developers at or near the frontier also did so in a verifiable manner.”

AP’s contemporaneous coverage described Anthropic as urging industry coordination to allow for a pause if risks grow, not demanding a current worldwide pause. So the post compresses a conditional, coordinated proposal into a more sweeping claim than Anthropic actually made.