The Information's TITV Anthropic vs Pentagon & OpenAI’s Deal, Apple Discusses Google Hosting Siri, Supercharged Power Lines
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Mar 2, 2026 Erin Woo, reporter on AI and defense, breaks down Anthropic’s clash with the Pentagon and OpenAI’s different DoD approach. Ethan Choi, investor at Khosla Ventures, weighs contract language, risk and investment stakes in frontier models. Aaron Tilley, Apple reporter, explains Apple’s talks with Google for Siri and cloud limits. Ann Davis Vaughn, AI infrastructure columnist, maps a $75B extra high-voltage buildout and China’s ultra high-voltage lead.
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Supply Chain Risk Designation Has Broad Practical Reach
- The supply-chain-risk label is sweeping: it could bar Anthropic from commercial ties to any contractor that does business with the Pentagon, including major cloud providers.
- Legal challenges may succeed because the law targets foreign firms and courts often defer to national-security judgments.
Lack Of Congressional Rules Forces Companies To Set Norms
- The Anthropic/OpenAI standoff echoes past tech-government clashes like Project Maven and highlights the regulatory vacuum Congress has left.
- Without clear national rules, private companies set de facto norms for acceptable military AI uses.
Trust Government Authority For Defense Decisions
- Trust the institutional role of government when balancing private AI control and national defense needs.
- Ethan Choi argues no single company should unilaterally decide government operations; the Department of Defense must retain decision authority.