鬼故事：ANTHROPIC CFO: U.S. GOVERNMENT ACTIONS COULD CUT 2026 REVENUE BY MULTIPLE BILLIONS ACROSS THE BUSINESS — COURT F ILING.
政府行动或致Anthropic损失数十亿美元营收，引发行业震动。
1. 关键信息
- Anthropic称Pentagon分歧致ARR或减3-45亿（#1），相当于10% AWS Capacity；Amazon投500亿建GovCloud (#1)。
- 白宫拟发行政令移除联邦系统内Anthropic AI (#2)。
2. 羊毛/优惠信息
无
3. 最新动态
无
4. 争议或不同意见
- 部分用户认为未达ARR可甩锅给政府行动 (#4)。
5. 行动建议
无
WIRED – 9 Mar 26
Anthropic Claims Pentagon Feud Could Cost It Billions
Executives at the AI startup say companies paused deal talks after the Trump administration labeled it a supply-chain risk, warning that the fallout could cause a major revenue hit.
ARR in 20b =>>30b
15% Cut = 3-4.5b =0.4gw 大约10%AWS Capacity build in 2025，也就是1/3 AWS Federal/GovCloud
Amazon to invest up to $50 billion to expand AI and supercomputing infrastructure for US government agencies
Amazon News – 24 Nov 25
Amazon to invest up to $50 billion to expand AI and supercomputing...
Federal agencies will gain access to Amazon SageMaker AI, Amazon Bedrock, Amazon Nova among other AI services from AWS.
第二弹：
The White House is preparing an executive order formally instructing the federal government to rip out Anthropic’s AI from its operations, sources familiar with the matter told Axios.
The order could be issued as soon as this week, one source familiar said.
The White House did not immediately respond to requests for comment.
https://www.axios.com/2026/03/09/trump-white-house-anthropic-executive-order
TLDR。总结下
以后 startup 达不到 ARR 预期，直接甩锅给 government action 就好了
能不能用ai改一下标题，全大写看的也太累了
anthropic会损失多少ARR
以为去了truthsocial