Marvell Technology shares fell 6.32% to $221.17 on Monday as broader AI hardware and semiconductor stocks came under pressure. The selloff followed weekend statements from Dario Amodei, Sam Altman and Elon Musk calling for a voluntary slowdown in frontier-model development for safety alignment. That prospect has raised concerns about delays to hyperscaler infrastructure expansion, which supports demand for custom ASICs and optical interconnects. OpenAI’s decision to postpone its IPO to at least 2027 has also prompted investors to reassess near-term spending on AI chips and data-center hardware. Market participants are additionally weighing DeepSeek’s V4.1 Flash model, released Friday, which reduced memory capacity and storage requirements. If similar algorithmic compression techniques become standard across large language models, investors fear hardware intensity and optical-interconnect density per compute cluster could decline, creating near-term sentiment risk for Marvell’s electro-optics and 1.6T pulse-amplitude modulation digital signal processor portfolio. IREN stock was also described as showing notable weakness, but the material provided does not give a separate explanation for that move. The price data came from Benzinga Pro at the time of publication on Monday. A related item said ServiceNow stock rose as fears surrounding a SaaS-sector downturn reversed course; the accompanying image was credited to Shutterstock.