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The Pentagon says it has ceased using Anthropic's products after a phaseout, having labelled the company a "supply chain risk" earlier this year. The BBC reports that, according to its sources, Claude remained in Palantir's Maven Smart System as recently as last week.
Reporting on Anthropic's IPO prospectus says the company warned that government views of it and its technology could spill over into its commercial relationships, not just direct government work. It cited a February order halting federal use of its models, a Defence Department supply-chain-risk designation and June export curbs on two models. Government contracts reportedly account for under 1% of annual revenue.
Bain & Co's annual global technology report says the AI industry must generate $6 trillion in yearly revenue by 2031 to justify the capital pouring into data centers, with existing AI services covering only about $1.8 trillion of that. The consultancy projects $5-6.5 trillion in data-center capital spending by 2030, adding at least 150 gigawatts of capacity that will strain energy grids, and says the shortfall will need to come from nascent fields like robotics, drug discovery and autonomous machines.
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