NVIDIA Corporation

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

Palantir Technologies Inc.

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 Defense&Aerospace 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.


A new era of "military" AI: How the Pentagon and Anthropic conflict will change the stock market

For a long time, Anthropic, whose CEO left OpenAI amid concerns that the AI startup was betting on commercialization and speed at the expense of security, was known as one of the most security-focused AI players out there

Anthropic shifts priorities: why is the startup lowering AI security standards?

Market fears for future of IBM technology after announcement of new AI tool from Anthropic

IBM stock had its worst day in 26 years. Why does Wall Street believe in 45% growth?

Paramount Group, Inc.

Donald Trump praised the duties in an address to the nation and said he would not allow Iran to acquire nuclear weapons. US Secretary of Defense Pete Hegseth demanded that Anthropic give the military full access to AI models under threat of recognizing the company as a "supply chain risk" or using emergency powers. On these and other topics - in our review of key events by the morning of February 25.