Coordinated calls by the top AI execs, including Dario Amodei, Sam Altman and even Elon Musk, to slow development of the technology are likely to weigh on chipmaker and supply-chain stocks in the near term, Bloomberg reports, but will probably have limited long-term impact as spending on computing infrastructure remains strong, market watchers say, at least until the bond market cracks and credits refuse to fund the ROIC-free black hole that is the AI capex tsunami.Semiconductor makers and other artificial intelligence-linked stocks may bear the brunt of any initial selloff on Monday, while investors assess whether a more cautious approach to developing advanced models will crimp earnings. Real-time price trackers on Hyperliquid indicate that both OpenAi and Anthropic are already facing notable losses following the Dario memo. SK Hynix contracts also slumped early Sunday on Hyperliquid. By 2 p.m. in Singapore, the contracts were trading down roughly 2.5% for the day.Source: 0xcarlisleStill, with demand for chips, energy and computing power continuing to outstrip supply, weakness will likely prove short-lived.Calls for restraint have grown in the industry, with Anthropic Chief Executive Officer Dario Amodei saying Saturday that the company would introduce additional safeguards, including independent third-party evaluations, and urged the broader industry to slow the pace of development of their most advanced models. OpenAI CEO Sam Altman backed the proposal, while xAI’s Elon Musk said “Dario is right.”