Story perspectives

SoftBank Shares Plunge 10.7% After Anthropic AI Slowdown Call

By Drooid · Sep 15, 2026, 6:17 AM UTC · How we work

Summary

SoftBank Shares Plunge

SoftBank Group shares plunged 10.7% after Anthropic CEO Dario Amodei urged a slowdown.
South Korea's Kospi fell over 3% after AI-memory firms sold off, with Samsung down 5%.
iShares Semiconductor ETF slid 5.6% as AI-hardware stocks such as Nvidia and AMD fell sharply.
30-year Treasury yield rose to 5.38%, its highest level since 2007.
Federal Reserve (Fed) rate-hike odds sit at about 85% after core inflation rose above expectations.

Summary

Guo Jiakun Rejects Slowdown

Guo Jiakun, China’s Foreign Ministry spokesperson, rejected U.S. AI executives’ slowdown plea as fearmongering.
Dario Amodei, Anthropic CEO, urged companies to slow AI model improvements in a 3,800-word essay.
Dario Amodei also called for restricting advanced chip sales to China and limiting model distillation.
Chen Yixin, China’s Minister of State Security, urged accelerating AI security risk prevention and control systems.

History

Historical Context

In May 2018, the U.S. Commerce Department barred the export of advanced AI chips to China, prompting Nvidia and AMD to halt sales. The restriction covered roughly $2 billion in annual chip revenue and forced Samsung’s memory division to reassess 15 percent of its supply contracts. Today, SoftBank’s Anthropic CEO Dario Amodei’s slowdown plea mirrors the 2018 curtailment, as Korea’s Kospi and iShares Semiconductor ETF tumble under U.S. AI hardware pressure. The recurrence suggests regulators may again tighten chip export rules, reshaping global AI investment and prompting China’s Ministry of State Security to accelerate security frameworks.

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SoftBank Shares Plunge

SoftBank Group shares plunged 10.7% after Anthropic CEO Dario Amodei urged a slowdown.
South Korea's Kospi fell over 3% after AI-memory firms sold off, with Samsung down 5%.
iShares Semiconductor ETF slid 5.6% as AI-hardware stocks such as Nvidia and AMD fell sharply.
30-year Treasury yield rose to 5.38%, its highest level since 2007.
Federal Reserve (Fed) rate-hike odds sit at about 85% after core inflation rose above expectations.

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