Concerns over data-center construction spread after the Democrats' victory, sending AI-related stocks sharply lower. The Nikkei Average fell below 60,000 before rebounding sharply on the 9th. Speculation emerged that Anthropic would postpone its IPO, while Sakana AI was reported to be preparing for a listing.
Views spread that data-center construction would slow following the Democrats' victory, sending AI-related and semiconductor stocks sharply lower. Political developments in the US and China became a focus for the market, and investors remained wary of the performance of technology stocks.
The Nikkei Average, which had fallen below the 60,000 level for the first time in six months, rebounded sharply on the 9th. Experts believe the future direction of AI-related stocks should be examined.
Amid speculation that US-based Anthropic may postpone its initial public offering (IPO), developments indicating that Sakana AI is preparing for a listing have also been reported.