Movement Alert｜NVIDIA Falls 3.23% in Regular Trading, Major AI Leaders Call for Slowing Model Development Dragging Down Chip Sector

Market Focus09-14 21:34

On September 14, NVIDIA fell 3.23% in regular trading, trading at approximately $209.91/share, with turnover of $42.92 billion. The decline came amid broad selling pressure across the semiconductor sector after prominent AI industry leaders publicly called for slowing the pace of AI model development.

Anthropic CEO Dario Amodei published a post over the weekend urging a deceleration in AI development, a stance subsequently endorsed by Elon Musk and OpenAI CEO Sam Altman. The coordinated calls triggered a sharp selloff across AI-linked equities globally, with the semiconductor sector hit particularly hard. Within the sector, Intel fell 7.55%, SK hynix dropped 6.83%, Micron Technology declined 6.47%, AMD slid 5.66%, and Broadcom lost 3.97%.

Separately, NVIDIA is reportedly in discussions to invest up to $10 billion as an anchor investor in Anthropic's upcoming IPO, which targets a valuation of roughly $2 trillion and aims to raise up to $100 billion. The deal has raised concerns about circular investment dynamics within the AI ecosystem. Meanwhile, NVIDIA, Palantir, and Booz Allen Hamilton have begun restricting Anthropic's Fable model from processing sensitive data due to data retention policy concerns. Market analysts noted that with computing infrastructure spending remaining robust, the long-term impact of AI development pace adjustments on chip demand may be limited.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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