CNBC Daily Open: From need for speed to seatbelts — AI majors focus on risk aversion

Jensen Huang, CEO of Nvidia, speaking on CNBC's Squawk Box on Sept. 28th, 2026.CNBCHello, this is Hui Jie writing to you from Singapore. Welcome to another edition of CNBC's Daily Open.For the longest time, artificial intelligence companies competed to make each new model faster and smarter. Ostensibly, there's now a push to exercise restraint.Nvidia is introducing software designed to keep AI agents contained, OpenAI has scrapped the release of GPT-6.1 Astra over safety concerns, and Anthropic is emphasizing that Sonnet 5.5 improves existing tasks without pushing the frontier of its models’ capabilities.This does not mean the AI race has stopped. But key players are spending more time looking out for the guardrails. What you need to know todayBuilding a plane in mid-flight is what the artificial intelligence industry appears to be doing. The AI jet is flying as the creators finally start to devise seatbelts after initially focusing on just making the engines better and the plane faster.Chip heavyweight Nvidia is rolling out a new software platform that allows AI developers to set safeguards for agents to prevent them from misbehaving.Nvidia CEO Jensen Huang told CNBC's "Squawk Box...