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ipaddrtoday at 6:18 AM3 repliesview on HN

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


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Nevermarktoday at 6:45 AM

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

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Perz1valtoday at 9:57 AM

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

scarmigtoday at 7:00 AM

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.

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