Meta Platforms, Inc.

Alphabet Inc.

It lost in tests to AI from Google, OpenAI and Anthropic

'A new era for humanity' will be delayed: Meta postpones launch of new AI model - NYT

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

Microsoft Corporation

Oracle, the owner of cloud services and data centers for AI, plans to cut thousands of employees in various departments, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-05/oracle-layoffs-to-impact-thousands-in-ai-cash-crunch">reports</a> citing sources. The company needs to optimize spending against the background of a sharp increase in spending on infrastructure for AI. This spending has already forced it to significantly increase its debt load. Investors liked the new way - the shares rose in price amid a general sell-off in the market.

Oracle is preparing massive employee layoffs. Money is needed for data centers for AI

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

Amazon.com, Inc.

Over the past few months, the emergence of AI agents has "crashed" the market, and they allegedly managed to crash Amazon last December. You can find stories online of AI agents doing some amazing things, such as rewriting their own work rules and refusing to <a href="https://t.me/abstractDL/358">self-delete</a>. They even have their own <a href="https://www.moltbook.com/">social network</a> where they discuss work and people. Now everyone is no longer just talking about artificial intelligence, but about agent-based systems. What are they and what should we expect from them?

Artificial intelligence has emerged from the chat room: what do we risk from the rapid development of AI agents? 

Samsung Electronics Co., Ltd.

SK hynix 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

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

Generate Biomedicines, Inc.

Amazon, Nvidia and SoftBank invested $110 billion in OpenAI - the company has completed its funding round, having raised a total of more than twice as much money as in the previous investment round. SpaceX plans to file a confidential IPO in March and expects a valuation of $1.75 trillion, Bloomberg has learned. That said, its listing, the largest in history, is forcing other companies to reconsider going public. Chinese service of payments in steblecoins RedotPay may in 2026 place shares in the U.S. for $1 billion. The main events on the IPO market for the week - in our selection.

$110 billion OpenAI, SpaceX and crypto-payments operator RedotPay: What's important about the IPO by March 1

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

The money received has no impact on OpenAI's agreement with Microsoft, the company hastened to assure

Amazon, Nvidia and SoftBank have invested in OpenAI. Its value increased by 46%

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

Open AI