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AI leaders and researchers are pushing for a slowdown in AI development, with some staff describing fear about future risks and rival CEOs reportedly agreeing. A key concrete proposal is a three-point plan from Anthropic’s Dario Amodei that includes independent monitoring of models as they’re developed, plus industry-wide and global regulation. The debate shifts from whether to build faster to how (or whether) “slowdown” can be enforced, amid concerns it could benefit competitors and disrupt broader AI expansion plans.
Narendra Modi used BRICS summit remarks to warn that geopolitical tensions, supply chain disruptions and climate crises are increasingly harming people, and urged the bloc to act on its plans. He said BRICS agreed to establish an integrated early warning system for infectious diseases. The bloc’s focus shifts toward time-bound implementation of agreements and cooperation across areas including digital infrastructure and artificial intelligence, rather than keeping them as proposals.
Trump downplayed the need for his administration to check artificial intelligence development, arguing the U.S. should keep its lead in competition with China and saying wins matter more than slowing down. He said the U.S. is leading China in AI development while also suggesting unspecified “guardrails,” with no concrete rules described. As a result, calls from Democrats and AI leaders for concrete safety steps and slower development are met with promises of meetings but no specific congressional or regulatory plan, keeping the debate unresolved.
Analysts at Capital Economics and Rockefeller International warned that an AI-led stock rally is consistent with a late-stage bubble and could unwind sharply. They forecast the S&P 500 falling 21% to 6,500 by the end of 2027, while arguing that Treasury yields decisively above 5% would mark tighter-money conditions. If that happens, AI-related companies may face harder funding conditions through fewer bond issues and less stock issuance as borrowing costs rise.
Dario Amodei urged frontier AI developers to slow the pace of new model releases, and he received public support from Sam Altman and Elon Musk in the days that followed. Amodei warned that uncontrolled systems could spread within the next six to 12 months. The industry response shifts toward considering independent evaluators and possible coordination—potentially with government support—though no concrete slowdown terms are yet agreed.
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