Power, Pressure, and the Moment of Truth: Your February 25th Tech Roundup
Wednesday has a way of arriving like a verdict. You have spent the week building a case, watching the evidence pile up, and then suddenly the day comes where it all gets resolved, or at least redirected. That is where we find ourselves this morning. The Anthropic-Pentagon standoff has reached its deadline. Nvidia reports earnings after the bell tonight in what may be the most consequential data point in tech this quarter. Google quietly dropped a new flagship AI model earlier this week that did not get nearly the coverage it deserved. A software giant is in freefall as investors panic about what AI is doing to the enterprise software sector. And the President of the United States spent part of his State of the Union address last night telling the biggest tech companies in the world to build their own power plants. There is a lot happening. Let us work through all of it. The Anthropic Deadline Is Here If you have been following along this week, you already know the Anthropic story ...