According to @DowdEdward, Sam Altman (OpenAI) and Jensen Huang (NVIDIA: NVDA) effectively asked for a government backstop for AI, signaling that financing and end-demand behind the scenes have materially tightened and slowed, which he characterizes as fundamental degradation; source: @DowdEdward on X. Based on this assertion, traders may position for downside risk in NVDA and AI hardware beneficiaries if data center capex cools, while AI-linked crypto tokens could face sentiment headwinds as AI growth expectations reset; source: @DowdEdward on X. Near term, watch NVDA price action, cloud capex commentary, and volatility in AI tokens such as RNDR and FET for confirmation of tightening conditions implied by his remarks; source: @DowdEdward on X.