Image created with gemini-3.1-flash-image-preview with claude-sonnet-4-5. Image prompt: A single NVIDIA GPU graphics card with bright green circuit board freefalling through crisp blue sky at high altitude, glowing circuits and heat shimmer trails, shot from wide angle aerial perspective with earth far below, bold title text ‘NVIDIA’ integrated into sky, bright daylight, dynamic action photography, simple clean composition, humorous optimistic mood despite freefall
A statement on the comments from Secretary of War Pete Hegseth.”” https://x.com/AnthropicAI/status/2027555481699446918
AI Defense Contractors: The Economics Behind the Pentagon Pivot – philippdubach.com https://philippdubach.com/posts/when-ai-labs-become-defense-contractors/
Anthropic and Alignment Anthropic is in a standoff with the Department of War; while the company’s concerns are legitimate, it position is intolerable and misaligned with reality.”” https://x.com/stratechery/status/2028425096054931921
Anthropic Labeled Supply-Chain Risk, Pentagon Says – Bloomberg https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk
Anthropic Made Pitch in Drone Swarm Contest During Pentagon Feud – Bloomberg https://www.bloomberg.com/news/articles/2026-03-02/anthropic-made-pitch-in-drone-swarm-contest-during-pentagon-feud
Anthropic-Palantir Partnership at Risk After Pentagon Decision — The Information https://www.theinformation.com/articles/anthropic-palantir-partnership-risk-pentagon-ruling
NEW: After the Pentagon threatened to designate Anthropic a “supply chain risk,” Anthropic’s relationship with government contractor Palantir may be at risk. Palantir could stop using Anthropic for federal work, which makes up ~42% of Palantir’s $4.5B in revenue last year.”” https://x.com/srimuppidi/status/2028943303581024412
NVIDIA CFO on the earnings call: “”Physical AI is here, having already contributed north of $6B in NVIDIA Corporation revenue in fiscal year 2026.”” Jensen: “”Now, the thing that is the wave that we are seeing now is the agentic AI inflection, and the next inflection beyond”” https://x.com/TheHumanoidHub/status/2026815968807366703
Nvidia, Amazon, Google will have to divest from Anthropic if Hegseth gets his way. This is simply attempted corporate murder. I could not possibly recommend investing in American AI to any investor; I could not possibly recommend starting an AI company in the United States.”” https://x.com/deanwball/status/2027515599358730315
One legal point: The DoW “”supply chain risk”” designation applies to DoW *contracts,* not generally. DoW can tell suppliers “”don’t use Anthropic when performing DoW contracts.”” But DoW can’t, legally, tell its contractors “”don’t use Anthropic even in your private contracts.”””” https://x.com/petereharrell/status/2027517998555160645
Scoop: Anthropic’s business partnership with Palantir could be the first casualty of its Pentagon spat”” https://x.com/aaronpholmes/status/2028942999548297464
Sorry if this is woke or whatever but it is FUCKING INSANE that the DoD is explicitly, publicly trying to create an AI powered mass surveillance program of American citizens, attempting to destroy a company for refusing to comply with that directive, and *bragging about doing so*”” https://x.com/quantian1/status/2027537341410160917
Thank you for your attention to this matter. cc: @AnthropicAI @DarioAmodei”” https://x.com/petehegseth/status/2027487514395832410?s=12
The amendment for the DoW-OAI deal may help, but I think it still fails to address key problems. The core surveillance prohibition is limited to “”intentional””/””deliberate”” surveillance. If the DoW says the use is incidental, it’s seemingly permitted, regardless of scale. 🧵”” https://x.com/justanotherlaw/status/2028673906870223286
Think about the power Hegseth is asserting here. He is claiming that the DoD can force all contractors to stop doing business of any kind with arbitrary other companies. In other words, every operating system vendor, every manufacturer of hardware, every hyperscaler, every type”” https://x.com/deanwball/status/2027521251263000765
threats do not change our position: we cannot in good conscience accede to their request.”” @AnthropicAI drawing a moral line against enabling mass domestic surveillance & fully autonomous weapons, and holding it under pressure. Almost unheard of in BigTech. I stand in support.”” https://x.com/mmitchell_ai/status/2027478619430523273
Until a full account of the Anthropic-DoW negotiations eventually comes out in testimony under oath, it’s hard to know for sure how to interpret it. But the supply chain risk decision will be pretty consequential for the AI industry and likely not in a productive way.”” https://x.com/jachiam0/status/2027531473319055581
US government just announced they are looking for a new supplier for their *checks notes* mass domestic surveillance”” https://x.com/janleike/status/2027521943491252501
What the frick: “”I am directing the Department of War to designate Anthropic a Supply-Chain Risk to National Security. Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with”” https://x.com/kimmonismus/status/2027517309120635120
As Nvidia pours $30 billion into OpenAI so OpenAI can spend 20+ billion on Nvidia chips, remember this story from last week. Reuters reported two weeks ago that OpenAI had become dissatisfied with the performance of Nvidia’s hardware for certain types of inference tasks,”” https://x.com/michaeljburry/status/2027499260279652459?s=12
Nvidia CEO Huang says $30 billion OpenAI investment ‘might be the last’ https://www.cnbc.com/2026/03/04/nvidia-huang-openai-investment.html
Helping AI reach more people requires deep collaboration across the ecosystem. Today we’re announcing new investment, with support from @SoftBank, @NVIDIA, and @Amazon, to scale the infrastructure needed to bring AI to everyone.”” https://x.com/OpenAI/status/2027376050263793814
Scaling AI for everyone | OpenAI
https://openai.com/index/scaling-ai-for-everyone/
We have raised a $110 billion round of funding from Amazon, NVIDIA, and SoftBank. We are grateful for the support from our partners, and have a lot of work to do to bring you the tools you deserve.”” https://x.com/sama/status/2027386252555919386
This is not an extension of the November deal. It is a fundamentally different relationship. The November 2025 agreement was straightforward. OpenAI committed $38 billion over seven years to rent NVIDIA GPU capacity on AWS. EC2 UltraServers, GB200s and GB300s, pure”” https://x.com/patrickmoorhead/status/2027382529712349413
3 trillion tokens. 512 NVIDIA Blackwell GPUs. 7 days. The Olmo team at @allen_ai and Lambda trained Olmo Hybrid 7B fully in the open, with every training log, recovery metric, and model weight published. 97% active training time, median recovery under 4 minutes. Read the full”” https://x.com/LambdaAPI/status/2029591148529139771
An existential risk for near term open-weight models. In the coming years, the only places with business reasons for building them 1) non profits — good for research/the world 2) nvidia’s — keep their hardware up with ai 3) meta’s — commodotize their complements”” https://x.com/natolambert/status/2029049751472357631
If you’re trying out FA4, you’re likely to run into not being able to load cutlass.cute – the issue is that nvidia-cutlass-dsl wheel installs its python files into – wait what – site-packages/nvidia_cutlass_dsl/python_packages/cutlass so of course python can’t find these”” https://x.com/StasBekman/status/2029625103500317066
Since our initial code release 8 months ago, it’s been fun collaborating with the cuDNN and CUTLASS teams at NVIDIA. Newer versions of cuDNN have now implemented many of the optimizations here, and latest cuDNN offers similar perf to FA4. 10/”” https://x.com/tedzadouri/status/2029569315520086156
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