Analyst Gil Luria Calls 2 AI CEOs Machiavellian as Safety Warnings Hammer Nvidia

1 articles · Updated · Yahoo Finance · Sep 14

Gil Luria said Anthropic’s Dario Amodei and OpenAI’s Sam Altman are using AI-risk warnings strategically because neither has said their companies will unilaterally slow development.
A 3,800-word essay from Amodei on Saturday urged slower capability gains so safety can catch up, and Altman echoed that view before warning Monday about loss of control and concentrated power.
Nvidia, Micron and Sandisk sold off as investors weighed whether any real slowdown in AI progress could disrupt the billions of dollars flowing into U.S. AI infrastructure.
Luria argued the CEOs’ stance amounts to slowing only if everyone else does, leaving the sector’s growth engine intact while raising the risk of a broader rerating in AI stocks.

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Will the conditional slowdown in AI development actually trigger a catastrophic collapse in chip stocks, or is it just a Machiavellian bluff?

Are AI leaders using safety warnings to build a regulatory moat while secretly maintaining their massive infrastructure spending?

If AI systems begin upgrading themselves, could a multi-trillion-dollar infrastructure bubble burst before regulators realize they have lost control?

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