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Comment by ipaddr

1 day ago

Microsoft, Azure, AWS, Nvidia and IBM all have deals with other providers for AI. That itself doesn't turn the needle.

I think the point is that would be catastrophic for Anthropic.

  • Who cares about Anthropic? That's the guys who are pushing for regulations to prevent people from using local models. The earlier they are gone the better

    • Are they? I couldn't find any info about this and my past perception has been that Anthropic has a stronger moral codex than other AI companies, so I would be genuinely interested in where you got this information from.

Going by what Hegseth said, it bans them from relationships or partnering with Anthropic at all. No renting or selling GPUs to them; no allowing software engineers to use Claude Code; no serving Anthropic models from their clouds. Probably have to give up investments; Amazon alone has invested like $10B in Anthropic.

Nvidia can also say no, they won't have choice but yield or not have AI at all