SoftBank shares plunge more than 13% after OpenAI and Anthropic signal slower advanced AI development

Price ActionIndustry Impact 4
โดย Money & Banking·JPUS·Read original
Summary · why it matters

SoftBank Group shares fell more than 13% in Monday morning trading in Tokyo, the steepest drop in nearly three months, after senior executives at OpenAI and Anthropic urged developers to slow the development of advanced AI to prioritise safety, fuelling concern over SoftBank's big bet on AI technology. SoftBank is one of OpenAI's largest backers and plans to raise its cumulative investment in the ChatGPT developer to nearly 65 billion dollars by October. The company also plans to issue retail investor bonds worth 1 trillion yen, or about 6.5 billion dollars, and is preparing to borrow another 10 billion dollars linked to OpenAI shares to support various deals, including the acquisitions of ABB Robotics and DigitalBridge, as well as plans to build data centres in several countries around the world. Yugo Tsuboi, chief strategist at Daiwa Securities, said the market is worried that OpenAI's valuation may not be as high as previously expected, and investors are watching the situation closely because it is still unclear how much AI development will slow. SoftBank shares are down about 30% from their June peak after reports that OpenAI's planned initial public offering may be delayed. Dario Amodei, chief executive of Anthropic, said that slowing the development of frontier AI capabilities does not mean that industry spending or growth will slow along with it.

Impact on stocks 3

Financials▼ · 2 stocks
SoftBank Group Corp.
9984
▼ NegativeCapitalrelevance

SoftBank shares plunged 13% on concern its large OpenAI bet and related borrowing/deals may be undermined by slower advanced AI development.

Cloud & Digital Infrastructure▲ · 1 stocks

Off-coverage companies 2

OpenAIPrivate▼ Negative
Technologyrelevance

OpenAI executives urged slowing advanced AI development, raising doubts about its valuation and delaying its planned IPO.

AnthropicPrivate± Mixed
Technologyrelevance

Anthropic's CEO urged slowing frontier AI development for safety, though he said industry spending and growth need not slow.

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