Donald Trump ordered U.S. federal agencies to stop using technology from Anthropic after a dispute with the Pentagon over limits on military use of AI. Defense Secretary Pete Hegseth labeled the firm a national-security “supply chain risk,” barring defense contractors from working with it.
Anthropic had refused to allow its AI to be used for mass surveillance or fully autonomous weapons. Shortly after the ban, OpenAI CEO Sam Altman announced a Pentagon deal that reportedly includes similar safeguards. Anthropic CEO Dario Amodei says the company will challenge the decision legally. Trump criticized Anthropic on Truth Social, while Amodei defended the stance in an interview with CBS News. Agencies have six months to phase out Anthropic tools.
🖥️ NVIDIA Q4 Earnings Blowout: Data Center Boom Continues
Revenue: $68.1B (+73% YoY)
Data Center Sales: $62.3B (+75% YoY)
Full-Year Data Center Revenue: $194B (≈13x growth since 2023, ChatGPT era)
Despite the blockbuster numbers, shares barely moved after-hours, up only 5% YTD vs Nasdaq -0.4%. The AI darling now trades like a mature blue chip.
Guidance Highlights:
Q1 Revenue: $78B vs $72.6B expected
Networking Revenue: $11B (+263% YoY)
CEO Jensen Huang mentions “space data centers” and deeper OpenAI partnerships
💡 Takeaway: The AI capex cycle is far from over, with Microsoft, Meta, Amazon, and Google expanding infrastructure. But after a 13x surge in data center revenue, the market is pondering what comes next beyond pure compute power.
Gold futures closed at $5,226, extending their rally as safe-haven demand stays strong amid global uncertainty.
Investment bank JPMorgan Chase has lifted its year-end gold target to $6,300, pointing to: • Persistent central bank accumulation • Rising geopolitical hedging demand • Structural shifts away from fiat reserves
Notably, gold already touched an all-time high of $5,589 last month, signaling strong bullish momentum according to CBS News.
📌 Market Insight: If macro risks remain elevated, gold could stay bid even during rate-cut cycles — reinforcing its role as a strategic hedge asset.
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