AI stocks including Nvidia, Marvell, and AMD tumbled in pre-market trading as industry leaders signaled a need to pace AI capabilities, sparking fears of a potential slowdown in infrastructure investment.
Marvell Technology dropped 7% pre-market, hit hard by the AI sector sell-off triggered by Anthropic's cautionary essay.
SK Hynix fell 7% pre-market as the memory chip maker was swept up in the broad AI stock decline.
CoreWeave shares dropped 6% pre-market, with the AI cloud provider seen as highly exposed to any slowdown in AI training.
SanDisk declined 6% pre-market amid the AI rout, reflecting concerns over memory demand tied to AI infrastructure.
Intel fell 6% pre-market as the chipmaker was caught in the AI stock sell-off despite its broader turnaround narrative.
AMD shares dropped 6% pre-market, pressured by fears that AI chip demand could slow if model training pace is reduced.
Micron Technology lost 5% pre-market as the memory maker faced headwinds from the AI sentiment shift.
Super Micro Computer declined 5% pre-market, with the AI server maker sensitive to any capex or training slowdown fears.
Nvidia shares fell 3% pre-market after Anthropic CEO's warning on slowing AI capabilities rattled the AI trade.
Broadcom slid 3% pre-market as AI infrastructure stocks sold off on fears of a slowdown in AI model training.
Semiconductor and AI infrastructure stocks faced a sharp pre-market sell-off on Monday after Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman warned that AI development must slow to address safety and power concentration risks. Investors are now questioning the long-term trajectory of AI capital expenditure and model training demand, triggering broad declines across the sector.
AI stocks are falling due to concerns that a shift toward slower, more cautious AI development—as advocated by the CEOs of Anthropic and OpenAI—could lead to reduced demand for AI infrastructure and chip training.