Breakingviews - COMMENTARY: AI frontier slowdown could give second tier leg up

HONG KONG, Sept 14 (Reuters Breakingviews) - Anthropic CEO Dario Amodei wants guardrails to fend off threats to mankind. Such oversight would divert more investment -- $1 trln this year -- from developing to deploying AI models, propping up data-centre demand. Challengers to ⁠Nvidia, SK Hynix and others would benefit.

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Context News* Anthropic CEO Dario Amodei on September 12 outlined a three-step framework intended to pace development and create more time to manage its risks. The proposal immediately received endorsements from several other executives at ⁠major AI companies, including Elon Musk, CEO of Grok-owner SpaceX, and OpenAI boss Sam Altman.

• The plan calls for embedded independent evaluators with employee-like access to ⁠verify safety practices, coordination among frontier AI firms to set safety standards and limit unchecked AI development, and ⁠international cooperation to manage AI risks.

• Separately, Altman said in an interview with Forbes published the ⁠same day that OpenAI will not go public in 2026, citing safety concerns over artificial intelligence.

Editing by Antony Currie; Production by Ujjaini Dutta

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Robyn Mak

Thomson Reuters

Robyn Mak joined Reuters Breakingviews in 2013. Previously, she was a Research Associate for the Global Policy Programs at the Asia Society in New York. She has also worked at the Carnegie Endowment for International Peace in Washington DC and interned at several consulting firms, including the Albright Stonebridge Group. She holds a masters degree in international economics and international relations from the Johns Hopkins School of Advanced International Studies and is a magna cum laude graduate of New York University.