Bloomberg Surveillance · Monday, September 14, 2026
Anthropic and OpenAI are implementing measures to curb the pursuit of advanced AI models, aiming to better understand the risks associated with the technology. Analyst Dan Ives noted this as a step in the right direction for self-regulation, but cautioned that if China does not slow its AI development, US tech companies will not either, leading investors to question the real impact of these pronouncements.
“Anthropic and open AI are promising measures to rein in the pursuit of cutting-edge AI models to better understand the risk posed by the technology.”
“One, This is a step in the right direction relative to safety because it's our view. Self-regulation is going to be the ultimate path. But, you know, call it regulatory capture. When you see calls in the beltway looking for more and more regulatory, ultimately open AI and topic, they took it by themselves and said, OK, we're going to. ultimately start to now say that there should be a slowdown. But the reality is China is not slowing down. And if China doesn't slow down, this is all words because US tech's not going to slow down.”
“Two, this is not stopping one penny of money that's going into the data center and the AI CapEx. And I think that, right, you'll have a knee-jerk reaction in terms of stocks, but as investors digest it, the reality is China's not slowing down. U.S. Tech's not going to slow down.”