Tech stocks today: OpenAI makes changes to military contract, Amazon data centers struck in Middle East warfare
View original at finance.yahoo.comTech stocks today: OpenAI makes changes to military contract, Amazon data centers struck in Middle East warfare OpenAI (OPAI.PVT) CEO Sam Altman said on Monday that the ChatGPT maker was amending its agreement with the Department of Defense to explicitly state its principle of not surveilling Americans…
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OpenAI retains full discretion over safety stack, deploys via cloud, has cleared personnel in the loop, and has strong contractual protections
80% confidenceCoreWeave capital expenditures will increase from $15.4B in 2025 to at least $30B in 2026
80% confidenceOpenAI agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's
80% confidenceComputing has fundamentally changed; in the age of AI, software runs on intelligence with tokens generated in real time
80% confidenceFederal government must immediately cease all use of Anthropic's technology
80% confidenceWhat we are witnessing is a tsunami-like shock in memory supply chain with ripple effects across consumer electronics industry
80% confidenceDepartment of War has no interest in using AI to conduct mass surveillance of Americans or develop autonomous weapons without human involvement
80% confidenceIf Anthropic doesn't help during phase-out, will use full power of presidency to make them comply with major civil and criminal consequences
80% confidenceThe global smartphone market, particularly Android manufacturers, faces a significant threat from memory shortage
80% confidenceMicrosoft-OpenAI partnership remains strong and central with no changes to IP, commercial, revenue-sharing, or AGI processes
80% confidenceOpenAI is working with DoD to amend agreement to make principles very clear about not surveilling Americans
80% confidenceOpenAI was trying to deescalate standoff between Pentagon and Anthropic but timing made it appear opportunistic and sloppy
80% confidenceAzure remains the exclusive cloud provider for stateless OpenAI APIs
80% confidencePentagon's latest contract language made virtually no progress on preventing Claude's use for mass surveillance or autonomous weapons
80% confidenceAnthropic cannot in good conscience agree to Pentagon's request for unrestricted AI model access
80% confidenceLatest iPad Airs are up to 30% faster than M3 iPad Air and 2.3x faster than M1 iPad Air
80% confidenceAnthropic has until 5:01 PM ET on Friday to decide on Pentagon's terms
80% confidence