The Pentagon has awarded $2 billion in classified AI contracts to Nvidia, Microsoft, and AWS, excluding Anthropic due to supply chain risk concerns. This decision follows a conflict where Microsoft publicly supported Anthropic against the Pentagon's classification. Meanwhile, Chinese AI startups like Moonshot AI and StepFun are shifting to domestic registration to comply with Beijing's stricter technology controls. AI
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IMPACT Major AI contractors secure significant Pentagon funding, while ethical concerns reshape supply chain risk assessments for AI firms.
RANK_REASON Government contracts awarded to major tech firms, with a notable exclusion of a key AI player.
