Tech stocks today: Nvidia invests $4B in photonics makers, Apple announces low-cost iPhone, OpenAI strikes deal with Pentagon

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• Latest iPad Airs are up to 30% faster than iPad Air with M3 processor and 2.3x faster than model with M1 chip

  80% confidence

• Capital expenditures would increase from $15.4 billion in 2025 to at least $30 billion in 2026

  80% confidence

• Our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's

  80% confidence

• What we are witnessing is not a temporary squeeze, but a tsunami-like shock originating in the memory supply chain, with ripple effects spreading across the entire consumer electronics industry

  80% confidence

• Data Center revenue for Q4 was record $62.3 billion, up 75% from a year ago and up 22% sequentially, driven by major platform shifts – accelerated computing and AI

  80% confidence

• The global smartphone market, particularly Android manufacturers, faces a significant threat

  80% confidence

• This is a simple, common-sense request that will prevent Anthropic from jeopardizing critical military operations and potentially putting our warfighters at risk

  80% confidence

• Computing has fundamentally changed. In the age of AI, software runs on intelligence with tokens generated in real time by AI factories for every interaction and every context

  80% confidence

• The contract language received overnight from the Department of War made virtually no progress on preventing Claude's use for mass surveillance of Americans or in fully autonomous weapons

  80% confidence

• We retain full discretion over our safety stack, we deploy via cloud, cleared OpenAI personnel are in the loop, and we have strong contractual protections

  80% confidence

• We cannot in good conscience accede to their request

  80% confidence

• We don't need it, we don't want it, and will not do business with them again

  80% confidence

• The Department of War has no interest in using AI to conduct mass surveillance of Americans (which is illegal) nor do we want to use AI to develop autonomous weapons that operate without human involvement

  80% confidence

• I am confident in their cash flow growing

  80% confidence

• The partnership remains strong and central between Microsoft and OpenAI

  80% confidence

• OpenAI shares Anthropic's red lines on mass surveillance and autonomous weapons

  80% confidence

• Anthropic would rather cut ties with government than cross two red lines: using models for mass surveillance of US citizens and using them to develop fully autonomous weapons

  80% confidence

• For Q4, hyperscaler revenue increased and remained our largest customer category at slightly over 50% of Data Center revenue, while growth was led by the rest of our Data Center customers as revenue diversified

  80% confidence

Cited in these Via News reports

• AI Agent Attacks Force Global Rethink of Digital Governance →
• AI Researchers Expose How Tech Giants Kill Local Language Startups in Africa and Global South →
• AI Systems Cause Global Harms: Pentagon Bans Claude, Google Faces Suicide Lawsuit, Medical Records Falsified →
• Big Tech AI Models Drive African and Minority Language Startups Out of Business, Researchers Document →
• Big Tech AI Models Force Global South Startups to Close, Ethics Researchers Report →
• Big Tech's Universal AI Models Face Global Pushback Over Market Consolidation →
• Big Tech's Universal AI Models Kill Funding for Smaller Alternatives Across Global South, Researchers Say →
• Meta's 200-Language AI Model Forced African Startups to Close as Investors Fled, Researcher Says →
• Meta's 200-Language AI Model Prompted Investors to Kill African Language Startups, Researcher Reports →
• Meta's Translation Model Killed African Language Startups, Say AI Ethics Researchers Exposing Big Tech Monopoly Tactics →
• OpenAI's Whisper Fabricates Medical Records as Big Tech's AI Scaling Threatens Global Language Startups →
• Pentagon AI Ban and Gemini Lawsuit Force EU to Advance Safety Rules by Three Months →
• Pentagon Bans Claude AI Amid Global Wave of Safety Failures →
• Pentagon Bans Claude AI While Google Faces Suicide Prompt Lawsuit in Global Safety Crisis →
• US Pentagon Bans Claude AI as Global Regulators Confront Safety Failures Across Healthcare and Defense →