[ted_dunning]

It means that all companies contracting with the government have to certify that they don't use Anthropic products at all. Not just in the products being offered to the government.

This is a massive body slam. This means that Nvidia, every server vendor, IBM, AWS, Azure, Microsoft and everybody else has to certify that they don't do business directly or indirectly using Anthropic products.

[ipaddr]

Microsoft, Azure, AWS, Nvidia and IBM all have deals with other providers for AI. That itself doesn't turn the needle.

[Nevermark]

I think the point is that would be catastrophic for Anthropic.

[scarmig]

Going by what Hegseth said, it bans them from relationships or partnering with Anthropic at all. No renting or selling GPUs to them; no allowing software engineers to use Claude Code; no serving Anthropic models from their clouds. Probably have to give up investments; Amazon alone has invested like $10B in Anthropic.

[Perz1val]

Nvidia can also say no, they won't have choice but yield or not have AI at all