Tech stocks today: President Trump orders US government to stop using Anthropic tech amid Pentagon feud
View original at finance.yahoo.comTech stocks today: President Trump orders US government to stop using Anthropic tech amid Pentagon feud The feud between Anthropic and the Department of Defense ratcheted up on Friday after President Trump ordered all government agencies to immediately cease using the artificial intelligence startup's technology…
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OpenAI is working on a deal to help resolve the feud between Anthropic and the Department of Defense
80% confidenceHe is confident in hyperscalers' cash flow growing due to agentic AI and enterprise compute demand
80% confidenceCapital expenditures will increase from $15.4 billion in 2025 to at least $30 billion in 2026
80% confidenceWhat we are witnessing is not a temporary squeeze, but a tsunami-like shock originating in the memory supply chain
80% confidenceDOD's contract language made virtually no progress on preventing Claude's use for mass surveillance or autonomous weapons
80% confidenceThe global smartphone market, particularly Android manufacturers, faces a significant threat
80% confidenceIf Anthropic doesn't cooperate during phase-out, he will use full power of presidency to force compliance with civil and criminal consequences
80% confidenceThere will be a six-month phase-down period for agencies like DOD that use Anthropic's products
80% confidenceThe federal government will immediately cease all use of Anthropic's technology
80% confidenceAnthropic cannot in good conscience agree to Pentagon's request for unrestricted AI model usage
80% confidenceHyperscaler revenue remained the largest customer category at slightly over 50% of Data Center revenue in Q4
80% confidenceData Center revenue for Q4 was a record $62.3 billion, up 75% year-over-year and 22% sequentially, driven by accelerated computing and AI
80% confidenceThis is a simple request that will prevent Anthropic from jeopardizing critical military operations and putting warfighters at risk
80% confidenceNvidia is ready to push into making CPUs that Intel and AMD are known for
80% confidenceDOD has no interest in using AI to conduct mass surveillance of Americans or develop autonomous weapons without human involvement
80% confidenceThe assumption that Pentagon will use Anthropic's tools for mass surveillance or autonomous weapons is a fake narrative peddled by leftists in the media
80% confidence