SSPAI Morning Brief: Pentagon Pressures Anthropic as Meta Signs AI Chip Deal with AMD

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少数派编辑部

Morning Brief

  1. Pentagon Issues Ultimatum to Anthropic
  2. Panasonic Outsources TV Business
  3. Ubiquiti Releases Cloud Gateway Industrial 10GbE Gateway
  4. Sigma Announces Full-Frame 35mm F1.4 DG II and APS-C 15mm F1.4 DC Lenses
  5. Meta Reaches Chip Procurement Agreement with AMD
  6. 1Password to Increase Subscription Prices
  7. Lamborghini Cancels Lanzador EV Project
  8. Blizzard Announces Overwatch Mobile Spin-Off
  9. Rumors You Can Just Glance At

Pentagon Issues Ultimatum to Anthropic

According to Axios, U.S. Secretary of Defense Pete Hegseth held a closed-door meeting with Anthropic CEO Dario Amodei and formally issued a Friday evening (February 27) deadline, demanding that Anthropic abandon its AI Acceptable Use Policy (AUP) restrictions on “mass domestic surveillance” and “fully autonomous lethal weapons.” Failure to comply would result in Anthropic being designated a “supply chain risk” company, after which the U.S. government could invoke the Defense Production Act (DPA) to forcibly assume control of its technology. Under the DPA, the government would have the authority to compel Anthropic to prioritize defense-related customization of model versions without safety guardrails—an approach previously used to increase production of critical materials during wartime or pandemics.

Earlier at the World Economic Forum in Davos, Anthropic CEO Dario Amodei criticized the U.S. government’s decision to allow NVIDIA to export H200 processors to China, emphasizing that maintaining a computational advantage over China is crucial to preventing authoritarian regimes from leveraging AI technologies. On February 23 (local time), Anthropic also accused three Chinese firms—DeepSeek, Moonshot AI, and MiniMax—of conducting industrial-scale distillation attacks on its models via an official blog post. Claude currently remains the only advanced AI system granted IL6-level classified access by the Pentagon, yet Anthropic has refused to compromise on its usage restrictions. Military officials have emphasized that defense tools must support “all lawful uses” and should not be constrained by private companies’ “woke” policies. The Pentagon is reportedly accelerating alternative solutions and confirmed earlier this week that it has signed an agreement with Elon Musk’s xAI to allow its Grok model into classified systems for weapons development and battlefield operations, while also nearing a classified access agreement with Google’s Gemini. Source


Panasonic Outsources TV Business

Panasonic has announced a strategic partnership with Skyworth, transferring its television manufacturing, sales, and marketing operations. Under the agreement, Skyworth will lead sales, marketing, and logistics in North America and Europe, while Panasonic will provide technical expertise and quality assurance and jointly develop high-end OLED models with Skyworth. Panasonic has also committed to providing after-sales support for televisions sold before March 2026, as well as for new models launching from April onward.

This business restructuring will take effect in April 2026, at which point Panasonic’s entertainment division will be integrated into Panasonic Holdings. Source


Ubiquiti Releases Cloud Gateway Industrial 10GbE Gateway

On February 19, Ubiquiti announced the launch of its UniFi Industrial product line, featuring fanless passive cooling designed for extreme environments. The first product in the lineup is the multifunctional 10GbE gateway, Cloud Gateway Industrial, also known as the UCG-Industrial (270W).

The UCG-Industrial is powered by a quad-core Arm Cortex-A73 processor clocked at 2.2GHz and comes with 3GB of memory. It can manage over 50 UniFi devices and support connections for more than 500 users, with deployment options that include rack-mounted setups. In terms of connectivity, it offers one 10Gb SFP+ port, one 10GbE PoE+++ RJ45 port, four 2.5GbE RJ45 ports (two supporting PoE+++ and two supporting PoE++), and integrated BE5000 dual-band Wi-Fi 7. It also comes pre-installed with a 128GB microSD card for NVR storage and includes a SIM card slot compatible with the UniFi 5G Max Outdoor modem. The device is priced at $579. Source


Sigma Announces Full-Frame 35mm F1.4 DG II and APS-C 15mm F1.4 DC Lenses

On February 24, Sigma officially announced two new lenses: the 35mm F1.4 DG II and the 15mm F1.4 DC. The 35mm F1.4 DG II features a newly designed optical structure with 15 elements in 12 groups, including four high-precision aspherical elements and two SLD (Special Low Dispersion) elements. It comes with an 11-blade rounded diaphragm. The lens weighs 530g and measures 94mm in length (L-mount), and is equipped with a dual HLA floating focus system. Compared to its predecessor, it is approximately 14% shorter and 20% lighter. The lens includes AFL buttons at two positions, which can be assigned various functions via compatible camera menus. In addition to the aperture ring, it also features an aperture ring lock switch and a de-click switch. The lens is priced at $1,059.

The 15mm F1.4 DC lens is designed for APS-C mirrorless cameras and serves as an upgrade to the previous 16mm F1.4 model. It measures 64.8mm in length and weighs 220g, offering a full-frame equivalent focal length of 22.5mm (24mm for the Canon RF mount). Compared to the previous generation, it is about 30% shorter and 50% lighter, and features a 9-blade diaphragm. It uses a stepping motor to drive a lightweight focusing group and includes an aperture ring for intuitive control. The Canon RF mount version also incorporates a customizable control ring. The lens is available in E, X, and RF mounts and is priced at $579. Source


Meta Reaches Chip Procurement Agreement with AMD

On February 24, Meta announced plans to procure up to $100 billion worth of chips from AMD, including MI540-series GPUs and next-generation CPUs, which are expected to power approximately 6GW of data center energy demand. As part of the multi-year agreement, AMD has granted Meta performance-based stock warrants equivalent to roughly 10% of the company’s shares, with an exercise price of $0.01 per share. The final vesting of these warrants will depend on AMD achieving milestone targets such as reaching a stock price of $600. Source


1Password to Increase Subscription Prices

On February 24, password management service provider 1Password announced that it will raise subscription fees for its Individual and Family plans starting March 27, 2026. According to an official email, the annual fee for the Individual plan will increase from $35.88 to $47.88—a 33% rise—while the Family plan will go from $59.88 to $71.88 annually. The new rates will take effect at the next billing cycle after March 27. Users who renew before that date can still enjoy the current pricing for one additional year.

1Password attributed the price increase to significant investments in security technologies, including the proactive phishing protection feature introduced in January to counter AI-assisted phishing attacks, AI-driven item naming, and an enhanced Watchtower alert system. Source


Lamborghini Cancels Lanzador EV Project

In a recent interview, Lamborghini announced the cancellation of its Lanzador all-electric SUV project. The decision was based on limited demand for fully electric vehicles in the luxury supercar segment and the slowing pace of EV adoption. CEO Stephan Winkelmann stated that investing heavily in full electrification before the market has matured would be financially irresponsible. The brand will instead shift toward a fully plug-in hybrid (PHEV) lineup while proactively addressing the EU’s regulatory requirement for 90% zero-emission new vehicles by 2035. Lamborghini plans to convert all of its models to plug-in hybrid versions by 2030. Source


Blizzard Announces Overwatch Mobile Spin-Off

Blizzard Entertainment has officially revealed Overwatch Rush, a mobile spin-off based on the Overwatch IP. Rather than being a port of the mainline series, the game is a top-down shooter designed specifically for mobile devices. It is being developed by an internal mobile team separate from Team 4 and features a 4v4 competitive mode with a more cartoonish art style. The initial roster includes heroes from the main series such as Tracer, Reinhardt, and Mercy—whose abilities have been reworked into a more combat-focused medic role. The game supports dual virtual joystick controls and customizable abilities.

The title will launch as a free-to-play (F2P) game on Android and iOS platforms. It is currently in the early stages of development, with the first round of Beta testing planned to begin soon in select regions such as the Philippines. Blizzard has also promised to provide ongoing development updates via Discord. Source


Rumors You Can Just Glance At

  • Bloomberg has revealed the core specifications of Apple’s first touchscreen MacBook Pro, reporting that the lineup will offer both 14-inch and 16-inch versions, expected to launch in late 2026 (around October to November) alongside the M6 Pro and M6 Max chips. The devices are also said to feature a dynamic interactive interface that may address the long-standing challenge of interacting with vertical touchscreens, potentially challenging Steve Jobs’ earlier assertion that touchscreen computers are an ergonomic disaster. Source
  • Some users have claimed that Sony may revive the PlayStation Vita TV product line while developing a new handheld console. The now-discontinued PlayStation TV (also known as PlayStation Vita TV) was released in 2013 as Sony’s smallest-ever home console, capable of playing PSP and selected PS Vita titles when connected to a TV or monitor. The device also supported the now-defunct PS Now cloud gaming service and featured PS4 Remote Play functionality. Source
  • Meta AI security researcher Summer Yue recently disclosed on social media that while using OpenClaw to process emails, a data compression mechanism caused critical instructions to be skipped, resulting in the deletion of a large number of her personal emails within Meta AI. Source

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