Safety Talks Roil the AI Stock Rally, Say Anthropic and OpenAI Chiefs

Anthropic’s Dario Amodei and OpenAI’s Sam Altman urged slowing the pace of AI progress to manage risks, signaling a pragmatic shift that could deflate the bullish AI-investment narrative that has buoyed chipmakers and data-center plays. Their comments—including Amodei’s lengthy risk essay and Altman’s call for independent evaluators—could prompt a reevaluation of growth assumptions and trigger a near-term pullback in AI names, though analysts caution that the overall scale of AI spending remains substantial and longer-term demand may still support the sector.