AI巨头呼吁放缓开发致芯片股下跌，特朗普批评安全护栏

THIS IS BLOOMBERG BUSINESSWEEK DAILY, REPORTING FROM THE MAGAZINE THAT HELPS GLOBAL LEADERS TO STAY AHEAD WITH INSIGHT ON THE PEOPLE, COMPANIES, AND TRENDS SHAPING TODAY'S COMPLEX ECONOMY PLUS GLOBAL BUSINESS, FINANCE, AND TECH NEWS AS IT HAPPENS. BLOOMBERG BUSINESSWEEK DAILY WITH CAROL MASSAR AND TIM STENOVEC ON BLOOMBERG RADIO, TELEVISION, AND BLOOMBERG ORIGINALS. CAROL: GOOD AFTERNOON, EVERYONE. ON BLOOMBERG TV, RADIO, STREAMING ON YOUTUBE, AND BLOOMBERG ORIGINALS.

I AM A ALEXIS CHRISTOFOROUS IN FOR CAROL MASSAR.

I AM JESS MENTON.

THEY ARE THERE FOR THE REPROOF FESTIVAL. THIS IS AN OUTDOOR A WEALTH MANAGEMENT FESTIVAL. NO INDOOR STUFFY CONVENTIONS. JESS: IT'S GOING TO BE EXCITING TO SEE WHEN THEY COME BACK. ALEXIS: THEY WILL BE HERE TOMORROW AND WEDNESDAY. IN THE MEANTIME, IT IS JESS AND MYSELF AND WE HAVE A LOT TO TALK ABOUT ON THIS MONDAY, SEPTEMBER 14, 20 26. THE LEAST OF WHICH IS AI, RIGHT? JESS: THE S&P 500 ONLY DOWN .2% AFTER FALLING AS MUCH AS .8% EARLIER.

BRIEFLY CROSSING THE 5% THRESHOLD. BASICALLY ON THE POINT OF THE STRONG EARNINGS RESULTS WE JUST GOT. ALEXIS: EARLIER TODAY, WE DID SEE THE AI STOCKS LEADING TECH LOWER AND WE ARE GOING TO DIVE INTO THAT REALLY THROUGHOUT THESE NEXT THREE HOURS. AI BOSSES. ANTHROPIC'S BOSS, ELON MUSK NOW COMING IN AND SAYING WE NEED TO SLOW THINGS DOWN SO WE ARE GOING TO TALK ABOUT THE RISKS THAT AI COULD POSSIBLY BE HAVING WHEN IT COMES TO, YOU KNOW, JUST HUMANITY.

DIDN'T WE HAVE THAT ANTHROPIC RESEARCHER RESIGNED? JESS: WE WILL BE SPEAKING WITH STUART SIMPSON, THE CEO OF VERTICAL AEROSPACE LATER IN THE HOUR ON THE FUTURE OF AIR TRAVEL, TRYING TO SEE HOW QUICKLY CAN I GO FROM JFK BACK TO THAT? ALEXIS: THE LATEST SPIKE IN OIL FOLLOWING THAT REPORT ON HOW THE SAUDI PIPELINE WILL TAKE WEEKS TO REOPEN. WE ARE GOING TO HAVE BLOOMBERG NEWS SITTING DOWN WITH CANADA'S PRIME MINISTER, MARK CARNEY, ON THE PEOPLE OF THAT COUNTRY'S FIRST INVESTMENT SUMMIT.

IT WAS A LONG RANGING CONVERSATION AND WE ARE GOING TO BRING YOU A BIT OF THAT A LITTLE LATER ON BUT FIRST, HOW ABOUT A CHECK ON THE DAY'S TRADE? A WILD TODAY IT HAS BEEN. LET'S CHECK IN WITH CHARLIE PELLETT. CHARLIE: THANK YOU VERY MUCH. DEVELOPING STORY HEADLINE ON THE BLOOMBERG. PROFESSIONAL SERVICE KEEPING AN EYE ON BANK OF AMERICA SHARES THAT ARE DOWN NOW BY 5.4 PERCENT. BRIAN MOYNIHAN SAYS TRADING REVENUE WILL BE RELATIVELY FLAT COMPARED WITH LAST YEAR'S THIRD QUARTER.

MAKING THE COMMENT TODAY AT A BARCLAYS CONFERENCE. AGAIN, BANK OF AMERICA SHARES NOW RETREATING BY 5.4% AND COMING UP THIS HOUR, JUST ABOUT 2:40 5 WALL ST TIME, WE WILL BE TALKING WITH MOYNIHAN RIGHT HERE ON BLOOMBERG BUSINESSWEEK DAILY. STOCKS ARE FALLING AS THE AI SLOWDOWN HITS CHIPMAKERS. AI WORRIES, I SHOULD SAY, WITH THE DOW, S&P, THE NASDAQ ALL IN THE RED. AT ONE POINT BRIEFLY, WE SAW IT TURN POSITIVE, DOWN 125 POINTS COME A DROP OF .2%.

THE S&P LOWER BY 19 POINTS. THE S&P DOWN .2% AND NASDAQ LOWER. LITTLE CHANGED, DOWN UNDER .1%. NASDAQ 100 DOWN .3%. THE PHILADELPHIA SEMICONDUCTOR INDEX, THE STOCK EXCHANGE INDEX DOWN BY 5%. CHIP STOCKS AMONG THE MOST ACTIVELY TRADED IN RIGHT NOW, THE TWO-YEAR, 4.61%. 4.95% ON YOUR 10-YEAR. FIVE POINT 23%. 5.32% ON THE 30 YEAR. GOING DOWN $36 THE OUNCE. THAT IS A DROP OF .8%. WEST TEXAS INTERMEDIATE CRUDE UP 1.5%. BARREL OF BRENT. $106 FOR BRENT CRUDE, UP NOW BY 1.3 PERCENT.

AGAIN KEEPING AN EYE ON BANK OF AMERICA SHARES DOWN BY 5.1%. BANK OF AMERICA'S CEO, BRIAN MOYNIHAN, SAYS TRADING REVENUE WILL BE RELATIVELY FLAT COMPARED WITH LAST YEAR'S THIRD QUARTER. I AM CHARLIE PELLETT. THAT IS A BLOOMBERG BUSINESS FLASH.

AS CHARLIE WAS JUST SAYING, THE CHIPMAKERS TODAY TRACKING DOWN STOCKS AS LEADERS OF AI GIANTS PROPOSED SLOWING THE TECHNOLOGY'S DEVELOPMENT AND THERE HAS BEEN SO MUCH ACTIVITY. I WANT TO RUN DOWN WHAT SOME OF THESE CEO'S ARE SAYING. ANTHROPIC'S CEO PROPOSING SLOWING DEVELOPMENT OF THE MOST ADVANCED SYSTEMS TO PREVENT AI SLIPPING BEYOND HUMAN CONTROL, HE SAYS. JESS: EVEN SEEING OVERALL THE MARKET UNDER PRESSURE AND THEN THE OPPOSITE SIDE OF THAT AI PLAY YOU ARE SEEING, CYBERSECURITY SHARES HIGHER TODAY AS WELL AS SOFTWARE BASICALLY BENEFITING FROM THE OPPOSITE SIDE OF THAT SPECTRUM THERE.

IT'S A VERY LARGE DYNAMIC WHEN YOU ARE THINKING ABOUT WHO IS WINNING AND WHO IS LOSING IN THIS DYNAMIC WHEN YOU GET A HEADLINE LIKE THIS. ALEXIS: LET'S DIG INTO IT WITH MIKE SHEPARD, SENIOR EDITOR OF TECHNOLOGY AND STRATEGIC INDUSTRIES, JOINING US FROM OUR WASHINGTON BUREAU. GREAT TO SEE YOU. I KNOW THAT THESE AI LOSSES ARE NOW CLASHING WITH OUR VERY OWN PRESIDENT WHO CAME OUT ON SOCIAL MEDIA TODAY CRITICIZING THEM FOR WANTING TO PUT GUARDRAILS UP ON AI DEVELOPMENT.

HOW MUCH OF THIS IS REALLY ABOUT AI AND THE RACE WITH CHINA FOR THE U.S.? MIKE: FROM THE PRESIDENT'S STANDPOINT, IT IS EVERYTHING. HE IS SAYING THAT WHOEVER WINS IN AI WINS. THAT WAS A STATEMENT HE MADE FOR THE IRISH OPEN AND HE TOLD REPORTERS, WHEN ASKED ABOUT AI GUARDRAILS AND WHETHER THEY ARE NEEDED TO BE MORE RESTRICTIONS -- THERE NEEDED TO BE MORE RESTRICTIONS ON THE TECHNOLOGY, BRUSH OFF THE IDEA AND SAID THIS WHOLE QUESTION ABOUT SAFETY REALLY TAKES A BACKSEAT TO THE NEED TO STAY AHEAD OF CHINA IN THE COMPETITION TO DEVELOP THE MOST ADVANCED AI.

YOU ALSO HAVE TO REMEMBER THAT TRUMP AND HIS ADMINISTRATION HAD MADE AI DEVELOPMENT A CENTERPIECE OF THE ECONOMIC AGENDA. THEY SEE IT AS AN ENGINE OF JOB GROWTH AND THEY REALLY DO NOT WANT TO SEE ANY MOVE WHATSOEVER TO UPSET THE APPLE CART. IN ANOTHER SOCIAL MEDIA POST, HE ALSO QUESTIONED WHY ANYONE WOULD WANT TO KILL, AS HE PUT IT, THE GOLDEN GOOSE AND THAT IS LANGUAGE HE USED TO DEFEND THE ROLLOUT OF DATA CENTERS ACROSS THE COUNTRY THAT MANY IN AMERICA HAVE STARTED TO TAKE EXCEPTION TO END IT IS SOMETHING THAT HAS EVEN EMERGED AS A POLITICAL ISSUE IN THE MIDTERM ELECTIONS.

CHINESE OFFICIALS REJECTING THOSE CALLS TO SLOW AI FOR SAFETY REASONS AND ALSO CRITICIZING THOSE CLAIMS BY SOME AMERICAN TECH LEADERS AT THE PROGRESS BY CHINA POSED A GLOBAL SECURITY THREAT TO WHAT ENDS UP HAPPENING TO THE DATA CENTER BOOM AND ALSO THOSE VALUATIONS WHEN YOU MY THINKING ABOUT A LOT OF THOSE CHIPMAKERS AND OTHER COMPANIES THAT ARE HOUSED IN THAT? MIKE: THAT IS ONE OF THE BIG QUESTIONS OUT THERE. WHAT DOES THIS SLOW DOWN MEAN ACTUALLY IN TERMS OF ALL THE HUNDREDS OF BILLIONS OF DOLLARS IN INVESTMENTS THAT ARE EITHER PLANNED OR UNDERWAY?

THE TWO LEADERS OF OPENAI AND ANTHROPIC MADE CLEAR, LOOK, WE DO NOT INTEND TO SLOW DOWN OVERALL OUR PLANS TO GROW OUR BUSINESS OR TO MAKE THESE INVESTMENTS. IT IS JUST SLOWING OUR DEVELOPMENT OF THE MOST ADVANCED MODELS. THAT WAS NOT AS COMFORTING AS THEY THOUGHT IT MIGHT HAVE BEEN TO WALL STREET INVESTORS WHO WEREN'T REALLY TRADING IN THE OPPOSITE DIRECTION. WE SEE THE PHILADELPHIA SEMICONDUCTOR INDEX WHICH IS A BENCHMARK OF INVESTMENT IN AI INFRASTRUCTURE.

WE ARE SEEING LOSSES IN KEY CHIPMAKERS ON THE DAY FROM MACRON TECHNOLOGIES -- MICRON TECHNOLOGIES AND THEN OF COURSE NVIDIA, THE WORLD'S MOST VALUABLE COMPANY WHICH IS BUILT IN INDUSTRY DEFINING BUSINESS IN MAKING THE GP USE THE POWER DATA CENTERS. ALEXIS: TODAY, MICROSOFT CAME OUT WITH THIS MANIFESTO TALKING ABOUT WHAT NEEDS TO BE DONE IN EFFORTS TO SLOW THE DEVELOPMENT OF AI. CAN YOU TELL ME ABOUT WHAT IS IN THAT MANIFESTO?

MIKE: THEY ARE TRYING TO MAKE SURE THEIR POINT OF VIEW AS A STAKEHOLDER IN ALL OF THIS, THEY ARE NOT ONLY BACKER OF OPENAI, BUT THEY DO A LOT OF BUSINESS WITH THEM AND WE NEED TO MAKE SURE HUMANS STAY IN THE LOOP MOSTLY IN THE DEVELOPMENT OF AI . BUT IT'S A LONG MANIFESTO. WHETHER IT ACTUALLY HAS THAT CONCRETE IMPACT REMAINS TO BE SEEING AND THAT IS TRUE ALSO WITH THE ESSAY THEY PUBLISHED ON SATURDAY. IN IT, HE PROMISED TO HAVE OUTSIDE EVALUATORS, THIRD-PARTY EVALUATORS COME INTO THE COMPANY TO GET A FIRSTHAND LOOK WITH BADGES AND ALL AT HOW THESE MODELS ARE BEING DEVELOPED EVEN BEFORE THEIR RELEASE.

THAT'S A BIG PROMISE AND THERE ARE MANY ON WALL STREET WHO LOOK AT THOSE PLEDGES AND SORT OF WONDER ARE THEY REALLY GOING TO FOLLOW

原文超出正文长度上限，此处截断——上游还有内容，完整版见上方「原文 ↗」。