Abstract:
Global AI-related stocks fell on Monday after Anthropic CEO Dario Amodei called for slowing down the pace of research and development of AI capabilities, and executives from other technology giants also expressed support for the proposal. Investors are worried that if the entire industry slows down the progress of AI research and development, it will have a chain impact on various companies in the industry chain and inhibit the scale of technology implementation and application.
2026 On February 16, Anthropic held a developer summit in Bangalore, India. Dario Amodei, co-founder and CEO of the company, attended the event.
In the Asian market, leading Korean companies SK Hynix and Samsung Electronics closed down more than 6% and 4% respectively. SoftBank, an important investor in OpenAI, fell 10% in the Japanese market.
Semiconductor and other AI-related stocks also fell sharply in early European trading. Chip equipment giant ASML fell more than 4%, Nokia fell about 5%, and Infineon fell more than 6%. The share prices of other companies in the data center construction industry chain also fell.
Major AI targets in the U.S. stock market also weakened before the market opened: memory chip manufacturer Micron fell by about 5%, Intel fell by nearly 6%, and Nvidia fell by more than 2%.
The trigger for this round of selling stems from the fierce market debate on the risks of high-speed iteration of AI models, and this wave of public opinion reached a climax last week. Jacob Coxon, an Anthropic researcher who once worked for OpenAI, publicly stated that Anthropic and OpenAI are "gamble with the fate of mankind" 36 Krypton.
After these remarks, Anthropic security researcher Evan Hubinger spoke out. He believes that within the next ten years, AI has a probability of more than 10% "leading to the demise of all mankind."
Relevant posts caused an uproar on social media and prompted top executives in the AI industry to collectively express their stance. Dario Amodei published a blog post entitled "We must control the pace of development of cutting-edge AI", calling for a slowdown in the iteration speed of AI capabilities.
Amodei said:
“We have to slow down the iteration of AI model capabilities.”
Tech industry executives collectively support the slowdown
Amodei’s article led to a rare consensus among executives from competing AI companies. OpenAI CEO Sam Altman expressed his stance on Saturday, agreeing with Amodei's view, saying that AI companies need to "control the pace of advancing cutting-edge technology" rather than completely halting research and development.
SpaceX CEO Elon Musk has been warning about the potential risks of AI for many years. He posted on the social platform X: "Dario is right."
The market is worried that once the pace of AI research and development slows down, it will impact many fields such as chip procurement and computing power procurement, and hundreds of billions of dollars in capital expenditures are being implemented in related fields.
Zoe Gillespie, senior director of RBC Bruin Dolphins, a subsidiary of Royal Bank of Canada, said on the program "European Squawk Box" on Monday: "This round of stock market rises is largely based on expectations of AI growth and productivity improvements... If this growth logic is shaken, subsequent stock market performance may be under pressure."
“Today’s stock earnings expectations have largely factored in the future earnings growth of these companies. Once earnings growth is threatened, the market may fall into turmoil.”
It is worth noting that Amodei advocates
slowing down the iteration of cutting-edge AI capabilities, rather than completely halting research and development
, he clearly mentioned that “technological progress will still maintain a relatively rapid pace.”Ultraman posted on the social platform
Ben Ballinger, Quilt Cheviot's global head of technology research, told reporters: "The pace of research and development may have slowed down, but the scale of industry change is still huge." "Even if the pace of model training and launch is slowed down, there is still huge
inference computing power in the industry
Gap, demand is much greater than supply. Therefore, even if the pace of R&D cools down slightly, corporate revenue may not be affected. ”
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