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Anthropic CFO Warns Pentagon Blacklisting Could Erase Billions in 2026 Revenue

Anthropic's CFO has told a federal court the Pentagon's supply-chain designation could wipe out multiple billions in 2026 revenue — the clearest financial accounting yet of what it costs an AI lab to be locked out of the federal government.

3d ago

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Government & Policy · 4 min read

Pentagon Formalizes Multi-Vendor AI Strategy With OpenAI, Google, and Microsoft

The Defense Department has finalized AI supply contracts with OpenAI, Google, and Microsoft, codifying a multi-vendor procurement doctrine that explicitly excludes Anthropic and signals a structural shift in how the federal government buys AI.

3d ago

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Government & Policy · 4 min read

Pentagon AI Cybersecurity Framework Is Due to Congress Today — Here's What Defense Contractors Need to Know

The FY2026 NDAA requires the Pentagon to report on a new AI cybersecurity governance framework to Congress by June 16 — and the compliance ripple effects for defense AI contractors are already beginning.

4d ago

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Government & Policy · 3 min read

Pentagon Tests OpenAI and Google Models to Replace Claude in Classified Systems

The Pentagon is actively testing OpenAI and Google AI models as potential replacements for Anthropic's Claude in classified defense systems, confirming that the most secure AI contract market is now openly competitive.

Jun 9

A government building interior where a person is deploying related to Pentagon Turns to AI to Solve Contested Logistics Challenges from an unusual angle or perspective

Government & Policy · 5 min read

Pentagon Turns to AI to Solve Contested Logistics Challenges in Future Conflict Scenarios

The Department of Defense is deploying AI specifically for contested logistics — moving supplies and personnel when adversaries are actively disrupting communications and supply chains.

Jun 8

A government building interior featuring contract, drone, related to a major tech company Signed a Classified Pentagon AI Deal. 6 from an unusual angle or perspective

Government & Policy · 2 min read

Google Signed a Classified Pentagon AI Deal. 600 Employees Are in Revolt — and Losing.

Google signed a classified DoD contract giving Gemini access to three million Pentagon personnel. More than 600 employees oppose it — but the market dynamics have shifted since 2018.

May 5

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Government & Policy · 4 min read

Pentagon Strikes AI Deals With Seven Big Tech Firms, Locks Out Anthropic Over Safety Guardrails Demand

The Pentagon signed AI access agreements with seven tech firms — and excluded Anthropic after the company demanded safety guardrails on military use. The split lays bare the tension between AI safety commitments and defense contracts.

May 2

Government & Policy · 3 min read

Google Negotiates Classified AI Deal With Pentagon as Anthropic Remains Blacklisted

Google is negotiating to deploy Gemini AI inside classified Pentagon networks after the DoD blacklisted Anthropic for refusing to loosen its safety guardrails.

Apr 17