At a time when the wave of artificial intelligence is surging forward, the capital market has experienced an unexpected earthquake. Sam Altman, CEO of OpenAI, clearly stated in a media interview that the company will not go public this year. This statement directly shattered the high expectations of the market and immediately caused a significant reaction in the investment community.
Impacted by this news, SoftBank Group, as a key supporter, was hit first, with its stock falling as much as 13% during the session, marking the largest single-day drop since July 17th. Notably, SoftBank had previously planned to inject nearly $65 billion into OpenAI before October, and the delay in the listing plan has undoubtedly added uncertainty to the short-term return prospects of this major investment.
Aside from the postponement of the listing plan, another risk warning circulating within the industry has also intensified market anxiety. Several top technology executives from global leading AI platforms have publicly stated that given the rising potential risks of artificial intelligence technology, the industry should proactively slow down the development of the most advanced models with the highest profit potential. This "braking" voice from top players has raised external scrutiny of the AI commercialization bubble and safety boundaries to a new level.
Under the combined impact of these two negative factors, the Japanese technology sector began to follow Asian counterparts lower, with the Nikkei Semiconductor Index falling as much as 5.5% during the session. The capital market is beginning to reassess the regulatory risks, technological ethics, and long-term capital return cycles behind the current frenzy.
