Gefahren durch KI: KI-Werte leiden unter Debatte über Entwicklungstempo

Artificial intelligence (AI) concerns are weighing down global values, sparking debate over the pace of development in this trend topic. Demand for a slower advancement of the technology has already impacted markets in Asia, particularly affecting Seoul's stock exchange with losses in SK Hynix and Samsung stocks. This movement has now spread to Europe and the United States.

On Monday morning, AI profit leaders Siemens Energy, Infineon, and Hochtief saw their stocks drop by up to five percent on the Dax. Similarly, semiconductor equipment manufacturers Aixtron, Suss Microtec, and Jenoptik experienced declines of up to six percent on broader markets, including Micron's pre-market fall of four percent.

The shock of independent AI hacking attacks has left Dario Amodei, CEO of AI company Anthropic, worried that within six to twelve months, a swarm of AI could potentially take over the entire internet, causing potentially hundreds of billions of dollars in damage. Prominent figures such as Tesla CEO Elon Musk and OpenAI CEO Sam Altman have echoed his concerns, calling for the industry to slow down the development of their most powerful models.

Experts at LBBW commented on the morning that the question now arises whether a more cautious development pace in AI could slow down investments across the value chain and potentially jeopardize the high earnings expectations of the industry. While demand for computing power and infrastructure remains high, the valuation of technology assets makes them susceptible to doubt regarding the massive investment amounts.

One market participant suggested that the debate is more nuanced than the stock losses suggest. The core proposal includes independent model evaluations by third parties, but not a push to abruptly stop expenditures. However, the technology faces a new political risk, as the debate could be the catalyst for establishing a framework for AI safety and liability.