Statements by Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman advocating for slower development of advanced AI have triggered a sell-off in AI-linked stocks. The NASDAQ 100 and chipmakers experienced significant declines as markets reassessed the pace of AI infrastructure investment. Prediction markets reflect this growing pessimism, with only 1.8% odds that Anthropic’s valuation will reach $600 billion by December 31, 2026. This development suggests a reassessment of growth assumptions that previously drove AI sector investments.
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