On February 27, Washington put an American AI company in the category it had kept for Huawei, ZTE and Kaspersky. Anthropic had refused to lift two limits on Claude: no mass surveillance of American citizens, no autonomous weapons without human oversight. That same evening, OpenAI signed its own deal with the Pentagon.
In this note for our subscribers: the facts and the timeline, the role of Palantir, what really differs between the Anthropic and OpenAI terms, and what this changes for the whole American AI supply chain.
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