Oracle Corporation

SoftBank Corp.

Anthropic intends to challenge the US authorities' decision to deem the company a "supply chain risk," which effectively excludes its Claude models from defense contracts. Oracle is preparing to lay off thousands of employees to offset the cost of building data centers for AI workloads. On these and other topics - in our roundup of key events for the morning of March 6.

Main by morning: Anthropic wants to sue Pentagon, cuts to Oracle

Palantir Technologies Inc.

The US used Claude in an operation against Iran despite a dispute over the military use of AI between Anthropic and the Pentagon

Anthropic's AI played a key role in U.S. strikes on Iran - The Washington Post

NVIDIA Corporation

Broadcom Inc.

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.

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

The opportunity to invest $100 billion in OpenAI is likely "off the table" for Nvidia, and the chipmaker's latest investment in the AI startup "could be its last," the chipmaker's CEO Jensen Huang said at a Morgan Stanley conference, CNBC <a href="https://www.cnbc.com/2026/03/04/nvidia-huang-openai-investment.html">reports </a>. We're talking about a <a href="https://oninvest.com/article/amazon-nvidia-i-softbank-investirovali-v-openai-ee-stoimost-vyrosla-na-46">recent round</a> in which, in addition to Nvidia, Amazon and SoftBank also participated. Together they contributed $110 billion, Nvidia's contribution amounted to $30 billion. At the end of the deal, the value of OpenAI was estimated at $730 billion.

$100 billion off the table: Nvidia no longer plans to invest in OpenAI before IPO

Samsung Electronics Co., Ltd.

SK hynix Inc.

Amazon.com, Inc.

Alphabet Inc.

Major technology companies - Nvidia, Amazon and Alphabet - have stepped up security measures for employees in the Middle East region. Sam Altman, head of OpenAI, said at a meeting with employees that the company does not make decisions about how its technologies are used by the Pentagon. About these and other topics - in our review of key events by the morning of March 4.

Morning Highlights: Asian markets fall, Anthropic's Claude tops the leaderboard

The US conflict with Iran clearly demonstrates the value of solutions from Palantir, which develops AI also for the military, according to Rosenblatt analysts. According to their forecast, this could lead to the growth of the company's shares by almost 40%.

Rosenblatt expects Palantir shares to rise nearly 40% due to the Iran war

Hanwha Aerospace Co., Ltd.

Korea Aerospace Industries, Ltd.

LIG Nex1 Co., Ltd.

Hensoldt AG

BAE Systems plc

Lockheed Martin Corporation

OpenAI admitted that it rushed into a contract with the Pentagon and promised to enshrine a ban on the use of AI for internal surveillance, while Anthropic, after breaking off negotiations with the US Defense Ministry, received a sharp influx of users and opened the "memory" function for the free version. On these and other topics - in our review of key events by the morning of March 3.

Main by morning: gold and defense rise due to escalation in the Middle East

Startup Anthropic has experienced glitches with its artificial intelligence app Claude. This happened shortly after the app topped the Apple App Store charts. The company reported record volumes of user registrations. It was Anthropic's AI tools that caused investors to worry about the future of the business model of companies in a number of industries, causing a "software apocalypse" - a stock sell-off.

Anthropic has announced a glitch in its AI. This startup has launched a "software apocalypse"

Netflix, Inc.

Warner Bros. Discovery, Inc.

PayPal Holdings, Inc.

International Business Machines Corporation

Paramount Skydance Corporation

Nvidia reported a 73% jump in quarterly revenue thanks to demand for data center chips and gave a forecast above market expectations. Revolut is preparing a new round of funding and expects a valuation in excess of $100 billion before a possible IPO. Stripe is considering buying PayPal, while Netflix gave up the fight for Warner Bros. Discovery - it ended up being bought by Paramount Skydance for $110 billion . About the main events from February 23 to 27 - in our review.

Highlights of the week: record Nvidia revenue, a new round of Revolut, and IBM's worst day ever

US President Donald Trump has ordered all US federal agencies to "immediately stop" using the technology and software of AI startup Anthropic, he <a href="https://truthsocial.com/@realDonaldTrump/posts/116144552969293195">wrote</a> in the social network Truth Social on Friday, February 27. The statement came amid pressure on AI developer Claude from the Department of Defense: the agency <a href="https://www.cnbc.com/2026/02/27/anthropic-pentagon-ai-policy-war-spying.html">demanded</a> that the company it has a contract with give it full access to AI functions.

Trump has banned the use of AI from Anthropic in the US public sector

Netflix has given up the fight for Warner Bros. Discovery, clearing the way for Paramount's $111 billion deal for Skydance. AI startup Anthropic is not giving in to the standoff with the Pentagon. And in Japan, Nintendo is preparing a 300 billion yen cross-package sale with MUFG and Bank of Kyoto and a parallel buyback amid regulatory pressure. These and other topics - in our review of key events for the morning of February 27.

Highlights for this morning: Anthropic turned down by the Pentagon, Netflix pulled out of the fight for Warner Bros.

Advanced Micro Devices, Inc.

Intel Corporation

U.S. Defense Secretary Pete Hegseth has given Anthropic CEO Dario Amodei until Friday evening to give the military unfettered access to his model, Axios sources <a href="https://www.axios.com/2026/02/24/anthropic-pentagon-claude-hegseth-dario">said</a>. "The only reason we are still negotiating with these people is because we need them, and we need them right now. The problem for these guys is that they are that good," one of the sources told the publication. Investor Yevgeny Marchenko <a href="https://t.me/BizLike/7057">speculates</a> in his Kubyshka Telegram channel that this is a new phase in the relationship between the government and the AI industry.