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The AI Big Three Call for a Slowdown in Cutting-Edge AI Anthropic, OpenAI, and xAI, the three giants, reached a rare consensus over the weekend, publicly calling for a slowdown in the iteration pace of cutting-edge super-large models. They are not calling for a halt in development but demand increased third-party safety assessments to allow time for model alignment. OpenAI simultaneously announced it would abandon its 2026 IPO to avoid the pressure of profitability post-listing that could force aggressive development. Direct Market Impact US stock computing power and storage sectors collectively came under pressure, with $SNDK, $MU, and $SKHYNIX all sharply falling. The market has downgraded its long-term expectations for computing power and storage demand for large model training. Logic: The market previously priced in a "continuing AI arms race," but now expectations have been revised. Training hardware is the first to be hit by sentiment, while inference and security audit sectors are less affected. Two Layers of Impact on the Crypto Market 1) Macro risk appetite: AI tech stocks' valuation cuts suppress Nasdaq in the short term, dragging down risk asset sentiment for BTC and ETH; however, the event is an industry self-regulation initiative, not regulatory legislation. 2) Sector differentiation: AI narrative altcoins will be under pressure; privacy sector narratives like $ZEC, which involve regulatory game theory, are less disturbed. There are two voices in the market: - Bullish on safety: The risk of AI self-evolution is real, so proactively slowing down avoids black swan events. - Skeptical voices: Some analysts believe the giants use safety as a pretext to raise industry barriers, suppressing small and medium competitors while reducing their own cash burn pressure. $BTC $ETH $ZEC #ThisWeekFOMCReveal