AI stocks slide after top industry CEOs call for slowdown of technology’s development

AI-linked stocks tumbled Monday after the CEOs of some of the companies developing the most advanced AI models called for a slowdown in the technology’s development to allow for more guardrails to be put in place.

Nasdaq futures fell 1.8%, dragged down by premarket declines in chipmakers Nvidia and Intel. Shares in SoftBank, which is invested in ChatGPT-creator OpenAI, closed nearly 11% lower in Japan. South Korea’s Kospi sank 3.3%, hurt by a 6.4% fall in chipmaker SK Hynix. In Europe, Dutch semiconductor manufacturer ASML was down 6%.

The downward moves come after Dario Amodei, the CEO of Anthropic, which is behind AI chatbot Claude, called for a slowdown in the pace at which the technology advances in a lengthy essay shared on X.

“AI brings risks, and because it is such a powerful technology, these risks are serious,” he said. “They include the risk of losing control of AI systems, misuse of AI for cyberattacks and bioterrorism, and serious economic disruption.”

AI developers should pace the rate at which the technology advances “so that “risk prevention has time to keep up,” he added. “We must slow the pace at which we improve the capabilities of AI models. Progress will still seem fast, and we must make wise use of the time we gain.”

Both Sam Altman, OpenAI CEO, and Elon Musk, who runs xAI, said in posts on X that they agree with Amodei.

Risks of a slowdown in AI frontier development threaten the technology’s investment case, according to Neil Wilson, UK strategist at investment bank Saxo. Analysts would be “scrabbling around to assess likely impact on earnings and valuations” if AI-linked companies “coordinate a material slowing in development and erect guardrails,” he wrote in a note Monday.

Fears over the risks posed by AI resurfaced last week after Anthropic researcher Jacob Coxon resigned , stating “the people building AI earnestly believe that it could kill us all by the end of the decade.”

In another sign of growing worries from within the industry, Altman said in remarks published Saturday that OpenAI would not go public in 2026, as previously expected. “I actually think that, given everything happening with safety, right now would be an ill-advised moment to go public, and we don’t feel pressure on that,” he told Fortune magazine in an interview.

Alexander Kazakov/Sputnik/Reuters

Trump won’t put the brakes on AI because he wants to beat China. How big a threat is Beijing?

US President Donald Trump, meanwhile, downplayed the risks of AI, emphasizing instead America’s lead over China in the AI race. “We’re the most sophisticated country in the world, and frankly I want to keep it that way because whoever wins AI wins,” Trump told reporters at his Ireland golf ​course, when asked if the AI industry should be more heavily regulated.

“We can put guardrails, we can do this and that, but I think you have a lot of negative forces that are bringing it up that shouldn’t be bringing it up, and they’re bringing up things that won’t happen.”

Altman, on the other hand, argued that pacing the technology’s development would be “well worth the cost.” “No amount of American competitive pressure should justify recklessness, or let capabilities get ahead of alignment and monitoring,” he wrote on X Saturday.

周一，一些开发最先进人工智能模型的公司的首席执行官呼吁放缓该技术的发展速度，以便建立更多的安全保障措施，受此消息影响，与人工智能相关的股票大幅下跌。

纳斯达克期货下跌1.8%，主要受芯片制造商英伟达和英特尔盘前股价下跌拖累。投资了ChatGPT开发商OpenAI的软银股价在日本收盘下跌近11%。韩国综合股价指数下跌3.3%，芯片制造商SK海力士股价下跌6.4%。欧洲方面，荷兰半导体制造商阿斯麦股价下跌6%。

在人工智能聊天机器人 Claude 的开发公司 Anthropic 的首席执行官 Dario Amodei 在 X 上分享的一篇长文中呼吁放慢技术进步的速度之后，人工智能的价格出现了下跌。

“人工智能带来风险，而且由于它是一项如此强大的技术，这些风险非常严重，”他说。“这些风险包括失去对人工智能系统的控制权、人工智能被滥用于网络攻击和生物恐怖主义，以及严重的经济混乱。”

他补充说，人工智能开发者应该控制技术进步的速度，“以便风险防范有时间跟上”。“我们必须放慢提升人工智能模型能力的步伐。进步依然会很快，我们必须明智地利用赢得的时间。”

OpenAI 首席执行官 Sam Altman 和 xAI 的负责人 Elon Musk 都在 X 上发帖表示，他们同意 Amodei 的观点。

英国投资银行盛宝银行策略师尼尔·威尔逊表示，人工智能前沿技术发展放缓的风险威胁到该技术的投资价值。他在周一的一份报告中写道，如果人工智能相关公司“协调大幅放缓研发并设置限制措施”，分析师们将“忙于评估这可能对盈利和估值产生的影响”。

上周，人类学研究员雅各布·考克森辞职，称“开发人工智能的人真心相信，人工智能可能会在本十年末杀死我们所有人”，这再次引发了人们对人工智能带来的风险的担忧。

行业内部日益增长的担忧又添一例。奥特曼周六发表声明称，OpenAI不会像之前预期的那样在2026年上市。他在接受《财富》杂志采访时表示：“考虑到目前安全形势，我认为现在上市并非明智之举，我们也没有感受到这方面的压力。”

亚历山大·卡扎科夫/人造卫星/路透社

特朗普不会因为想打败中国而限制人工智能的发展。北京究竟有多大的威胁？

与此同时，美国总统唐纳德·特朗普淡化了人工智能的风险，反而强调美国在人工智能竞赛中领先于中国。“我们是世界上最先进的国家，坦白说，我希望保持这种状态，因为谁赢了人工智能，谁就赢了，”特朗普在爱尔兰的高尔夫球场对记者说。当时，记者问他是否应该对人工智能行业进行更严格的监管。

“我们可以设置护栏，我们可以做这做那，但我认为有很多负面势力在挑起事端，他们不应该挑起事端，他们挑起的事根本不会发生。”

另一方面，奥特曼则认为，控制技术发展的步伐“绝对值得”。他在周六的X杂志上写道：“美国的任何竞争压力都不能成为鲁莽行事的理由，也不能让技术能力超越协调和监控。”