Highlights for this morning: new Anthropic and Pentagon talks, $25 billion in OpenAI revenue

OpenAI has increased annual revenue to more than $25 billion and is expanding aggressively in the enterprise market, competing with Anthropic and Google. Broadcom expects AI chip sales to exceed $100 billion by 2027. On these and other topics - in our review of key events by the morning of March 5.

The head of Anthropic Dario Amodei resumed negotiations with the US Defense Department after the discussion of the contract for the use of the Claude model by the military broke down, the Financial Times writes, citing sources. Earlier, US President Donald Trump instructed federal agencies to stop using the company's technology, and Pentagon chief Pete Hegseth threatened to recognize Anthropic as a national security risk.

The dispute arose over the company's demands to limit the use of AI for military purposes - in particular, to ban its use for mass data analysis and autonomous weapons. Amid the conflict, OpenAI made its own deal with the Pentagon, which drew criticism, after which the head of ChatGPT developer Sam Altman said that the company may have rushed into the agreement and supported a level playing field for Anthropic.

OpenAI's annual revenue exceeded $25 billion at the end of February, up about 17% from $21.4 billion at the end of last year, The Information reported, citing a source. The company has been rapidly growing revenues, going from virtually zero at the end of 2022 to more than $20 billion in 2025.

OpenAI is expanding aggressively in the enterprise market, partnering with major consulting firms and competing with Anthropic and Google. The company also expects to spend about $600 billion on computing power by 2030 and is preparing for an IPO that could value it at nearly $1 trillion.

Nvidia has stopped production of its second most powerful AI chips H200, intended for the Chinese market, the Financial Times reports citing sources. The company has redirected capacity at TSMC plants to the production of next-generation chips - the Vera Rubin platform.

Earlier, the US authorities allowed only small batches of H200s to be shipped to China, but actual sales have not started. Nvidia's decision indicates that the company does not expect significant sales of these chips in China in the near future amid U.S. export restrictions and potential restrictions from China, the newspaper said.

The U.S. Court of International Trade has ordered the U.S. government to begin refunding importers the money they paid in tariffs that the Supreme Court previously ruled illegal, CNBC writes. Judge Richard Eaton ruled that Customs and Border Protection must recalculate the value of more than a million shipments without duties and return the overpayments with interest.

It could be about the return of more than $130 billion collected under Donald Trump's trade policy, the channel notes. The decision will affect more than 300 thousand importers and about 2 thousand lawsuits. Handling more than 70 million shipments will be an unprecedented task, CNBC writes. "The government could challenge the scope [of the court's decision] or, at a minimum, request additional time to allow Customs to accomplish what will undoubtedly be a monumental task," Ryan Majerus, a former U.S. Commerce Department official and now a partner at law firm King & Spalding, also noted.

Broadcom CEO Hock Tan said that the company expects more than $100 billion in revenue from sales of AI chips in 2027, Bloomberg writes. Now the quarterly revenue from this direction is about $10.7 billion, and by the end of 2025 the company received $20 billion, which reflects the rapid growth in demand for custom gas pedals and networking solutions for artificial intelligence.

Broadcom is strengthening its position in a market dominated by Nvidia, supplying chips to major customers including OpenAI, Google and Anthropic, as well as working with Meta, the agency recalls. Amid the upbeat outlook, the company also announced a share buyback program worth up to $10 billion and gave a stronger revenue forecast for the next quarter.

- Japan's broad Topix index was up 2.37 percent on March 5, while the Nikkei 225 was up 2.23 percent.

- Hong Kong's Hang Seng index was almost unchanged. CSI 300 index of mainland China was growing by 0.92%.

- In South Korea, the Kospi index was up 11.54% and the Kosdaq was up 14.51%.

- Australia's S&P/ASX 200 was up 0.44%.

- S&P 500 futures were down 0.35%, Nasdaq Composite futures were down 0.42% and Dow Jones Industrial Average exchange-traded contracts were down 0.45%.

This article was AI-translated and verified by a human editor