On September 14, NVIDIA fell 3.14% in pre-market trading to $211.50 per share, with turnover of approximately $111 million, as the broader semiconductor sector came under significant selling pressure.

The decline was triggered by calls from top executives at major U.S. AI companies — including Anthropic CEO Dario Amodei, OpenAI CEO Sam Altman, and Elon Musk — to slow the pace of frontier AI model development and adopt new safety measures such as third-party evaluation access. Investors moved quickly to reassess whether a more cautious AI development trajectory could dampen near-term chip demand, sending chip stocks into a broad retreat during after-hours and pre-market sessions. SK Hynix fell over 6%, AMD dropped 5.36%, Intel declined nearly 6%, and Micron lost close to 5%.

Market analysts noted that while the slowdown rhetoric may pressure chipmakers and supply chain stocks in the short term, the long-term impact could remain limited given that computing infrastructure spending continues to run well ahead of supply. NVIDIA CEO Jensen Huang recently reiterated confidence in 70% year-over-year revenue growth for the coming fiscal year, underscoring sustained AI compute demand.

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