A deadline of Friday evening was set for an agreement between the Pentagon and Anthropic. It’s not clear if Trump’s announcement of a phase-out will equate to more time for negotiation or if the government is truly moving forward with firing Anthropic by declaring it a supply chain risk. The government may also seek to compel Anthropic to agree to its terms through the Defense Production Act, according to the Times. The government may also choose another AI partner, like Elon Musk's Grok, but CIA officials believe that product is inferior to Anthropic's, the Times reports.
根据麦肯锡和贝恩咨询等机构的估计：到2030年AI相关资本支出约5.2万亿美元，再加上传统负载相关资本支出约1.5万亿美元，合计接近7万亿美元，堪比美国联邦年度预算规模；而当前AI市场产生的年度收入约为20亿美元级别。这意味着：投资与收益之间的裂缝接近100倍级别。
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加上本月早些时候与英伟达续签的未来芯片购买协议，它硬生生用无底洞般的资本，把自己变成了全球首个同时将英伟达、AMD和谷歌三大顶级算力供应商深度绑定的超级巨头。，更多细节参见爱思助手下载最新版本
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