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Jon Keegan

Anthropic offers Claude AI to federal agencies for $1

Earlier this month, OpenAI announced that it was offering ChatGPT Enterprise to US federal agencies for $1 in a yearlong deal with the General Services Administration.

Today, Anthropic is following suit with a similar deal. Claude for Enterprise and Claude for Government will be made available through the General Services Administration for $1 per agency across all three branches of government for “sensitive unclassified work.”

The Financial Times is reporting that Google was in talks to mint a similar deal.

Anthropic, OpenAI, xAI, and Google have all received contracts from the Department of Defense for up to $200 million each to use those companies’ AI for national security and defense applications. Late last year, Anthropic announced a partnership with Palantir to deploy the company’s Claude tool to the “defense and intelligence communities” inside the US government.

The low, low price that these companies are offering government agencies seems intended to induce workers to rely on AI tools before converting that reliance to juicy federal contracts when the limited-time offer expires. The promotional strategies with federal agencies come as tech companies and startups are desperately seeking a path to profitable AI while they burn piles of cash building infrastructure.

The Financial Times is reporting that Google was in talks to mint a similar deal.

Anthropic, OpenAI, xAI, and Google have all received contracts from the Department of Defense for up to $200 million each to use those companies’ AI for national security and defense applications. Late last year, Anthropic announced a partnership with Palantir to deploy the company’s Claude tool to the “defense and intelligence communities” inside the US government.

The low, low price that these companies are offering government agencies seems intended to induce workers to rely on AI tools before converting that reliance to juicy federal contracts when the limited-time offer expires. The promotional strategies with federal agencies come as tech companies and startups are desperately seeking a path to profitable AI while they burn piles of cash building infrastructure.

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Apple has built an app like ChatGPT to test AI Siri

Back in 2024, Apple previewed a new AI Siri that the iPhone maker has since mostly failed to deliver, with the overhaul now slated for the spring of 2026. But Bloomberg’s Mark Gurman says Apple is making moves.

Apple has built an internal ChatGPT-like app to test the new Siri, Bloomberg reports. Workers are using the app, code-named Veritas, to test Siri’s ability to search through personal data like emails and perform in-app actions like editing photos — stuff its competitor Google is already offering.

“The app essentially takes the still-in-progress technology from the new Siri and puts it in a form employees can test out more efficiently,” Gurman wrote. “Even without a public launch, the internal tool marks a new phase in Apple’s preparations for Siri’s overhaul, a high-stakes release that could reshape perceptions of its AI efforts.”

“The app essentially takes the still-in-progress technology from the new Siri and puts it in a form employees can test out more efficiently,” Gurman wrote. “Even without a public launch, the internal tool marks a new phase in Apple’s preparations for Siri’s overhaul, a high-stakes release that could reshape perceptions of its AI efforts.”

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T-Mobile and Verizon are seeing strong iPhone sales, too

T-Mobile and Verizon are seeing strong demand for the latest iPhone, according to a note today from Bank of America Global Research:

As per T-Mobile mgmt., iPhone activations are up double digits (new and existing customers). Verizon mgmt. commentary also suggests strong upgrade activity in its existing base during the quarter.

This is one of several indicators pointing to a strong upgrade cycle for the redesigned iPhone.

Early this month, a survey of iPhone users found that a higher percentage intended to upgrade than did last year. BofA and Wedbush Securities’ Dan Ives have both cited longer shipment times for the latest model than last year, suggesting relatively higher demand. The Information said that Apple asked suppliers to boost production of the iPhone 17 following strong preorder activity. Bloomberg reported long lines and sold-out phones when the devices went on sale last week. BGR noted today that the iPhone 17 and iPhone 17 Pro are still sold out online in the US.

Last week, Sherwood News reported that web traffic to Apple for the iPhone event and for the preorder period were elevated compared with the past few years, though we suggested that might have more to do with a natural upgrade cycle than features on the iPhone 17.

Data center vs office spending

The AI infrastructure debate’s heating up, as spending on data centers set to outpace office construction

Multiple gargantuan data center projects got announced this week — some people see huge risks of fruitless spending, while others, like Sam Altman, think the build-out could be too slow.

Waymo Recalls Over 1200 Driverless Cars After Collisions Related To Software

Waymo, Lyft, Tesla: Who’s behind the wheel of the US robotaxi industry?

When it comes to autonomous ride hailing, no company is an island — except maybe Tesla. We mapped out the relationships.

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