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Palantir rallies 15% for the week as Iran war boosts prospects, muting Anthropic concern
Palantir Technologies CEO Alex Karp attends the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 20, 2026. Denis Balibouse | Reuters Palantir was an outlier in a tough week for the stock market, as the provider of software and services to the U.S. government saw its stock rally 15% following the U.S. […]
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Amazon says Anthropic’s Claude still OK for AWS customers to use outside defense work
Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon Web Services, at The Venetian Las Vegas on December 3, 2024 in Las Vegas, Nevada. Noah Berger | Getty Images Amazon said Friday it will continue offering Anthropic’s artificial intelligence technology to its cloud customers, excluding work […]
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Google joins Microsoft in telling users Anthropic is still available outside defense projects
Google CEO Sundar Pichai gestures to the crowd during Google’s annual I/O developers conference in Mountain View, California, on May 20, 2025. David Paul Morris | Bloomberg | Getty Images Google said it will continue offering Anthropic’s artificial intelligence technology for clients, excluding for defense work, a day after Microsoft issued a similar statement to […]
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The Tech Download: Data centers become military targets as Iran war rages on
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Banking, payments, enterprise and consumer services in the UAE experienced outages earlier this week as AWS (Amazon Web Services) data centers in the country were hit by Iranian drone strikes on Sunday. Many of the apps have since […]
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Anthropic CEO says ‘no choice’ but to challenge Trump admin’s supply chain risk designation in court
Dario Amodei, co-founder and CEO of Anthropic, during a Bloomberg Television interview in San Francisco, Dec. 9, 2025. David Paul Morris | Bloomberg | Getty Images Anthropic CEO Dario Amodei confirmed that the U.S. government declared his company a supply chain risk on Thursday and said it has “no choice” but to challenge the designation […]
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Microsoft says its customers can still access Anthropic products after supply chain risk designation
Microsoft CEO Satya Nadella speaks at the Microsoft AI Tour event in Munich, Germany, on Feb. 25, 2026 Sven Hoppe | Picture Alliance | Getty Images Microsoft said Thursday that it will keep startup Anthropic’s artificial intelligence technology embedded in its products for clients, excluding the U.S. Department of War. Earlier on Thursday, the federal […]
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Morgan Stanley’s top tech banker: It’s ‘wartime, not peacetime’ for software
This year’s Morgan Stanley Tech, Media and Telecom conference lineup was stacked: Dario Amodei and Sam Altman (both in the middle of the Pentagon drama) Jensen Huang, Satya Nadella, and dozens of enterprise software CEOs trying to convince investors they’ll survive the AI reckoning. I spent a day on the ground covering it, and then […]
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OpenAI’s Altman takes jabs at Anthropic, says government should be more powerful than companies
OpenAI CEO Sam Altman took subtle swipes at rival Anthropic on Thursday and said he thinks it’s “bad for society” if companies start abandoning their commitment to the democratic process because “some people don’t like the person or people currently in charge.” “The government is supposed to be more powerful than private companies,” Altman said […]
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Epstein files: DOJ plans to release new batch of documents ‘fairly soon,’ MS NOW reports
Jakub Porzycki | Nurphoto | Getty Images The Department of Justice, which has been criticized for withholding files about Jeffrey Epstein from the public, plans to release a new batch of documents related to the notorious sex offender “fairly soon,” MS Now reported Thursday, citing a person familiar with the matter. The development comes a […]
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Broadcom earnings, AI’s PR problem, Musk takes the stand and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. If you’re concerned about automation impacting your job, I’m sorry to say this story Xiaomi’s humanoid robot “interns” probably won’t ease those worries. Stock futures are lower this morning. The three major indexes are coming off a winning day. Here […]
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