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Jon Keegan

US scoping out drone and solar panel supply chains ahead of potential tariffs

The Trump administration may be planning to impose tariffs on drones and their components, as well as solar panels.

Bloomberg reports that the US Department of Commerce has initiated investigations into two categories of imports: “imports of unmanned aircraft systems (UAS) and their parts and components” and “imports of polysilicon and its derivatives.”

The “Section 232” investigations are required in order for the Trump administration to impose tariffs on the goods in the name of national security.

The vital role of drones in a rapidly changing national security landscape has grabbed the attention of the White House.

In June, President Trump signed an executive order titled “Unleashing American Drone Dominance,” which seeks to identify “supply chain risks” and to “secure the United States drone supply chain against foreign control or exploitation.”

While the recently passed new tax bill has put the nail in the coffin for many renewable energy credits, the investigation into solar panel imports is an acknowledgement that America’s capacity to manufacture cheap, efficient solar power is relevant to national security.

The notice of the investigation in the Federal Register says the department is particularly interested in hearing about “the ability of foreign nations to weaponize their control over supplies of polysilicon and its derivatives.”

The “Section 232” investigations are required in order for the Trump administration to impose tariffs on the goods in the name of national security.

The vital role of drones in a rapidly changing national security landscape has grabbed the attention of the White House.

In June, President Trump signed an executive order titled “Unleashing American Drone Dominance,” which seeks to identify “supply chain risks” and to “secure the United States drone supply chain against foreign control or exploitation.”

While the recently passed new tax bill has put the nail in the coffin for many renewable energy credits, the investigation into solar panel imports is an acknowledgement that America’s capacity to manufacture cheap, efficient solar power is relevant to national security.

The notice of the investigation in the Federal Register says the department is particularly interested in hearing about “the ability of foreign nations to weaponize their control over supplies of polysilicon and its derivatives.”

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Anthropic sues the US government

In response to the Pentagon’s unprecedented, punitive determination that Anthropic is a national security supply chain risk, the AI startup has sued the US government.

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OpenAI is reportedly working with Pentagon to hash out guardrails amid Anthropic standoff over AI safety

OpenAI CEO Sam Altman said the company is working with the Pentagon to negotiate safety guardrails for AI models used in the battlefield, which comes as one of its top competitors, Anthropic, is at a standoff with the government.

According to a memo obtained by several media outlets, Altman told staff OpenAI believes “that AI should not be used for mass surveillance or autonomous lethal weapons, and that humans should remain in the loop for high-stakes automated decisions. These are our main red lines.”

Anthropic, the company behind the AI chatbot Claude, was one of several firms that received a $200 million contract from the Department of Defense for “agentic workflows.”

Since then, tensions between Anthropic and the Pentagon have reportedly risen as the startup insists on surveillance restrictions. The government’s attack on Venezuela last month that led to the capture of President Nicolás Maduro reportedly involved the use of Anthropic’s Claude AI models for planning, which caused the startup to push back on the alleged violation of its terms of use.

Anthropic has until 5:01 p.m. ET on Friday to reach a deal with the Pentagon, which has threatened consequences against the company if it doesn’t allow the government unrestricted use.

Altman’s comments come as the Financial Times reports that executives at Amazon, Google, and Microsoft are being pushed by workers to support Anthropic in its dispute with the Pentagon and adopt similar guardrails as the Claude company in any work they undertake with the US military.

According to a memo obtained by several media outlets, Altman told staff OpenAI believes “that AI should not be used for mass surveillance or autonomous lethal weapons, and that humans should remain in the loop for high-stakes automated decisions. These are our main red lines.”

Anthropic, the company behind the AI chatbot Claude, was one of several firms that received a $200 million contract from the Department of Defense for “agentic workflows.”

Since then, tensions between Anthropic and the Pentagon have reportedly risen as the startup insists on surveillance restrictions. The government’s attack on Venezuela last month that led to the capture of President Nicolás Maduro reportedly involved the use of Anthropic’s Claude AI models for planning, which caused the startup to push back on the alleged violation of its terms of use.

Anthropic has until 5:01 p.m. ET on Friday to reach a deal with the Pentagon, which has threatened consequences against the company if it doesn’t allow the government unrestricted use.

Altman’s comments come as the Financial Times reports that executives at Amazon, Google, and Microsoft are being pushed by workers to support Anthropic in its dispute with the Pentagon and adopt similar guardrails as the Claude company in any work they undertake with the US military.

power
Jon Keegan

Report: Anthropic CEO Amodei meeting with Hegseth at the Pentagon as tensions mount

Anthropic CEO Dario Amodei has been summoned to meet with Defense Secretary Pete Hegseth at the Pentagon on Tuesday, according to a report from Axios. Tensions are running high between the Trump administration and Anthropic, as the startup’s surveillance restrictions on the use of its AI are reportedly causing outrage within the Pentagon.

Last month’s attack on Venezuela that led to the capture of Maduro reportedly involved the use of Anthropic’s Claude AI models for planning, which caused the startup to push back on the alleged violation of its terms of use.

Per the report, the Pentagon is considering effectively blacklisting Anthropic’s AI from government work if it doesn’t capitulate to the administration’s terms.

Antagonizing the Trump administration could cause Anthropic to face potential regulatory hurdles as it races toward an IPO this year. The company recently hired former Microsoft CFO Chris Liddel to its board, who formerly served as deputy White House chief of staff in the first Trump administration.

Last month’s attack on Venezuela that led to the capture of Maduro reportedly involved the use of Anthropic’s Claude AI models for planning, which caused the startup to push back on the alleged violation of its terms of use.

Per the report, the Pentagon is considering effectively blacklisting Anthropic’s AI from government work if it doesn’t capitulate to the administration’s terms.

Antagonizing the Trump administration could cause Anthropic to face potential regulatory hurdles as it races toward an IPO this year. The company recently hired former Microsoft CFO Chris Liddel to its board, who formerly served as deputy White House chief of staff in the first Trump administration.

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