NVIDIA CorporationNVDA
▼ ネガティブ需要関連度
Anthropic's essay urging an industry-wide AI slowdown drove Nvidia shares down 3% on weaker AI chip demand outlook.
銘柄への影響 6
Artificial Intelligence
NVIDIA Corporation
Advanced Micro Devices IncAMD
▼ ネガティブ需要関連度
AI slowdown calls from Anthropic/OpenAI/Microsoft executives hit AI chip demand outlook, sending AMD down 4%.
Microsoft CorporationMSFT
▼ ネガティブ需要関連度
Microsoft echoed the call to slow AI development and published a humanist code of conduct, weighing on AI-related sentiment.
Semiconductors
Intel CorporationINTC
▼ ネガティブ需要関連度
Coordinated AI development slowdown calls pressured semiconductor demand sentiment, with Intel plunging 6%.
Financials
SoftBank Group Corp.9984
▼ ネガティブ需要関連度
SoftBank, an OpenAI shareholder, plunged 11% amid AI slowdown calls and OpenAI's hinted IPO delay.
Space Economy
テーマインパクト
カバレッジ外企業 2
Anthropic非上場▲ ポジティブ
資本関連度
Anthropic disclosed its second consecutive profitable quarter with Q2 revenue surging past $11.5 billion as it prepares to go public.
OpenAI非上場▼ ネガティブ
資本関連度
Altman said it was an 'ill-advised moment' for an IPO and the company won't list this year, delaying its planned offering.