Opinion: Wall Street may have gotten the ‘slower AI’ story all wrong A world where AI companies slow their development isn’t necessarily bad for chip makers or great for software vendors Chip stocks came under pressure after AI leaders weighed in on the prospect of more disciplined technology development — but that won’t necessarily translate to spending reductions. /iStockphoto Recent calls from artificial-intelligence leaders to slow the technology’s development have rippled through the stock market —and Wall Street’s early reactions may be misguided. The thinking seems to be that if leading laboratories build advanced models less aggressively, they may need fewer accelerators, memory chips, networking components and data centers. Likewise, there’s a prevailing view that “slower AI” could create a longer competitive runway for established software companies that have had to fight off investor fears about disruption.
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Jurica Dujmovic is a columnist for MarketWatch. He is a business publisher, consultant, designer and gamer. Follow him on Twitter @JuricaDujmovic.
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