AI pause calls sink Nvidia, AMD, Intel; OpenAI hints at IPO delay

Price ActionIndustryRegulation Impact 4
โดย Los Angeles Times·USGLOBAL·Read original
Summary · why it matters

Artificial intelligence stocks tumbled Monday after leaders of the AI revolution called for a coordinated slowdown in building more powerful AI systems. Over the weekend, Anthropic chief executive Dario Amodei published an essay titled "We Must Pace the Frontier," calling for an industry-wide effort to slow AI development, and executives at OpenAI, SpaceX and Microsoft echoed the concern. Semiconductor stocks bore the brunt: Nvidia fell 3% to $210.96, AMD lost 4% and Intel plunged 6%, while SoftBank Group, an OpenAI shareholder, plunged 11%. OpenAI Chief Executive Sam Altman told Fortune it was an "ill-advised moment" for an initial public offering and said the company won't list this year, and Microsoft published a "humanist" code of conduct pledging its models "will never resist human interruption, correction, or shutdown." Anthropic reportedly disclosed its second consecutive profitable quarter on Sunday as it prepares to go public, with second-quarter revenue surging past $11.5 billion, while Nvidia CEO Jensen Huang dismissed AI doomsday scenarios as totally unfounded and President Trump defended his administration's light-touch regulatory approach.

Impact on stocks 6

Artificial Intelligence▼ · 3 stocks
NVIDIA Corporation
NVDA
▼ NegativeDemandrelevance

Anthropic's essay urging an industry-wide AI slowdown drove Nvidia shares down 3% on weaker AI chip demand outlook.

Advanced Micro Devices Inc
AMD
▼ NegativeDemandrelevance

AI slowdown calls from Anthropic/OpenAI/Microsoft executives hit AI chip demand outlook, sending AMD down 4%.

Microsoft Corporation
MSFT
▼ NegativeDemandrelevance

Microsoft echoed the call to slow AI development and published a humanist code of conduct, weighing on AI-related sentiment.

Semiconductors▼ · 1 stocks
Intel Corporation
INTC
▼ NegativeDemandrelevance

Coordinated AI development slowdown calls pressured semiconductor demand sentiment, with Intel plunging 6%.

Financials▼ · 1 stocks
SoftBank Group Corp.
9984
▼ NegativeDemandrelevance

SoftBank, an OpenAI shareholder, plunged 11% amid AI slowdown calls and OpenAI's hinted IPO delay.

Space Economy▲ · 1 stocks

Off-coverage companies 2

AnthropicPrivate▲ Positive
Capitalrelevance

Anthropic disclosed its second consecutive profitable quarter with Q2 revenue surging past $11.5 billion as it prepares to go public.

OpenAIPrivate▼ Negative
Capitalrelevance

Altman said it was an 'ill-advised moment' for an IPO and the company won't list this year, delaying its planned offering.

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