Tech stocks today: OpenAI strikes deal with Pentagon amid Anthropic feud, Nvidia invests $4B in photonics makers

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• Computing has fundamentally changed in the age of AI, with software running on intelligence with tokens generated in real time by AI factories

  80% confidence

• CoreWeave capital expenditures will increase from $15.4 billion in 2025 to at least $30 billion in 2026

  80% confidence

• What we are witnessing is not a temporary squeeze, but a tsunami-like shock originating in the memory supply chain, with ripple effects spreading across the entire consumer electronics industry

  80% confidence

• Cannot in good conscience accede to Pentagon's request for unrestricted AI model usage

  80% confidence

• Confident in hyperscalers' cash flow growing due to inflection of agentic AI and usefulness of agents across enterprises

  80% confidence

• Data Center revenue for Q4 was record $62.3 billion, up 75% year-over-year and 22% sequentially, driven by major platform shifts in accelerated computing and AI

  80% confidence

• If Anthropic doesn't get their act together and be helpful during phase-out, will use full power of presidency to make them comply with major civil and criminal consequences

  80% confidence

• OpenAI shares Anthropic's red lines on mass surveillance and autonomous weapons

  80% confidence

• DOD has no desire to surveil Americans or develop fully autonomous weapons

  80% confidence

• This is a simple, common-sense request that will prevent Anthropic from jeopardizing critical military operations and potentially putting our warfighters at risk

  80% confidence

• Contract language received overnight from DOD made virtually no progress on preventing Claude's use for mass surveillance or fully autonomous weapons, with legalese allowing safeguards to be disregarded

  80% confidence

• We don't need it, we don't want it, and will not do business with them again

  80% confidence

• The partnership with OpenAI remains strong and central, with unchanged IP, commercial, revenue-sharing, and AGI processes

  80% confidence

• Anthropic would rather cut ties with the government than cross two red lines: using models for mass surveillance of US citizens and using them to develop fully autonomous weapons

  80% confidence