How Anthropic vs. Pentagon puts billions at ‘risk’ for Nvidia

 Nvidia’s neutrality in the AI boom is threatened by a defense order barring military contractors from dealing with Anthropic, a major chip customer. This move, likened to targeting Huawei, could force Nvidia to cut off crucial GPU sales, impacting its business model and the broader AI infrastructure landscape. Nvidia’s neutrality in the AI boom is threatened by a defense order barring military contractors from dealing with Anthropic, a major chip customer. This move, likened to targeting Huawei, could force Nvidia to cut off crucial GPU sales, impacting its business model and the broader AI infrastructure landscape.