Pentagon Considers Ending Partnership with Anthropic Amid AI Concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 7 hours ago
0mins
Should l Buy NVDA?
Source: Benzinga
- Partnership Review: The Pentagon is reassessing its relationship with AI firm Anthropic, as it may soon be labeled a 'supply chain risk,' which would significantly impact companies working with the Pentagon, forcing them to certify they do not use Anthropic's Claude AI.
- Separation Challenges: A Pentagon official noted that disentangling from Anthropic would be 'an enormous pain,' emphasizing that they would ensure the company 'pays a price' for this situation, indicating a tense and complex relationship between the two parties.
- Contract Value: Anthropic's contract with the Pentagon is valued at up to $200 million out of its $14 billion annual revenue, highlighting the importance of this contract to Anthropic while also reflecting the Pentagon's reliance on AI technology.
- Terms Relaxation: Despite the Pentagon's concerns over the strictness of Anthropic's usage terms, the company is prepared to relax these terms to prevent its tools from being used for mass surveillance of Americans or for developing autonomous weapons, showcasing its struggle between ethical considerations and business interests.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 182.810
Low
200.00
Averages
264.97
High
352.00
Current: 182.810
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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