88TECHNOLOGY
⚡ Markets: Regulatory risk for leading AI firms and semiconductor companies rises. A forced slowdown would hit valuations of AI leaders (OpenAI, Anthropic, Google) and chipmakers (Nvidia), while a continued race benefits them but increases tail risk.NVDAMSFTGOOGLsemiconductors
Anthropic's CEO, supported by OpenAI's Sam Altman and Elon Musk, urged a slowdown in AI development, warning of catastrophic risks. President Trump dismissed these concerns as exaggerated, stating the US must maintain its technological lead over China, framing the issue as a geopolitical race rather than a safety problem.
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