Pentagon Faces Silicon Valley Backlash Over Anthropic Blacklisting and Supply Chain Risk Designation

• The Federal Communications Commission approved Nexstar's $6.2 billion deal to acquire rival broadcaster Tegna, creating the largest operator of local television stations in the United States. • FCC Chairman Brendan Carr waived a rule limiting single-company ownership of TV stations reaching more than 39% of U.S. households; the combined entity will cover at least 60%. • The mega-merger represents a significant consolidation in the broadcast media industry and demonstrates regulatory willingness to approve ownership concentration in the communications sector.

• U.S. stock markets closed lower Thursday as an energy shock continued weighing on investor sentiment, with the S&P 500 falling 0.27%, the Dow Jones Industrial Average dropping 0.44%, and the Nasdaq Composite declining 0.28%. • Commodity-linked stocks experienced severe selloffs: gold fell 4.94%, aluminum dropped over 5%, mining shares plummeted with Hycroft Mining sliding 12.4% and Century Aluminum falling 10.3%. • Asian markets showed mixed performance Friday, with South Korea's Kospi rising 0.6% and China's Shanghai Composite edging 0.2% higher, while Hong Kong's Hang Seng slipped 0.6%, Australia's S&P/ASX 200 fell 0.5%, and Taiwan's Taiex declined 0.2%, with Japan's markets closed for a holiday.

• The Trump administration, through Energy Secretary Chris Wright's leadership, is accelerating AI data center expansion via a 'Ratepayer Protection Pledge' encouraging major tech firms including Amazon, Google, Meta, Microsoft, and xAI to fund their own power generation. • Utilities have signed agreements for 183 gigawatts of data center capacity, equivalent to 22% of 2025 U.S. electricity demand, with initiatives including streamlined permits and federal land use for construction. • The expansion presents challenges in deregulated markets like Texas and mid-Atlantic states, where utilities manage only transmission infrastructure rather than power supply responsibility, requiring state and regional coordination to ensure adequate power plant development.

• Negotiations on stablecoin yield provisions in the Senate crypto market structure bill have reached 99% resolution, with remaining friction being political rather than technical, according to Senator Cynthia Lummis. • The Senate Banking Committee markup is expected in late April, which creates a narrow window for the bill to complete all five sequential steps before the midterm election cycle begins dominating the floor calendar. • Senator Bernie Moreno warned that if the bill does not advance by May, digital asset legislation may not receive serious consideration again for years, creating urgency for passage.

• Washington legislators adjourned sine die on March 12 after passing five significant AI-related bills, including SB 1786 requiring provenance data in AI-generated video, image, and audio content, and HB 2311 establishing safety standards for chatbots targeting children. • SB 1786 was approved by the full Senate on March 3 and is nearing third reading in the House, while HB 2311 passed its second Senate reading on March 9 with a "Do pass" recommendation from the Senate ATT Committee on March 17. • The bills represent growing legislative momentum on AI regulation across states, with additional measures addressing false advertising claims for health products and algorithmic transparency still in committee hearings.

• Red Hat and NVIDIA announced collaborative initiatives focused on delivering production-ready enterprise AI solutions grounded in open source principles, emphasizing choice, control, and flexibility for CIOs and CTOs. • The announcements were made at NVIDIA GTC, showcasing Red Hat's open approach to AI and its integration with NVIDIA's enterprise AI platforms for hybrid cloud environments. • The partnership reflects industry trends toward open source-based enterprise AI deployments as organizations seek to avoid vendor lock-in while scaling AI workloads across hybrid cloud and on-premise infrastructure.

• Uber is committing up to $1.25 billion in additional investment to Rivian's robotaxi fleet, following the ride-hail company's earlier $300 million commitment and plans to purchase 10,000 robotaxis for launch in San Francisco and Miami. • This represents one of Uber's latest partnerships in autonomous vehicle development, continuing the company's strategy of diversifying robotaxi partnerships over the past year. • The investment accelerates Uber's autonomous vehicle ambitions as it seeks to scale robotaxi operations across major U.S. cities.

• Samsung Electronics unveiled an $82 billion investment plan in chip manufacturing and AI technology while its union warned of potential labor action, signaling internal tensions over worker conditions amid expansion plans. • The company expects to distribute approximately 9.8 trillion won (roughly $7.3 billion) in regular dividends for 2026, with additional returns possible if surplus funds remain available. • Samsung's major capital commitment reflects intensifying competition in semiconductor and AI markets, particularly as global demand for chips and AI infrastructure accelerates.

• NVIDIA CEO Jensen Huang announced at GTC in San Jose a forecast of $1 trillion in sales from Blackwell and Rubin chips by late 2027, doubling the prior $500 billion estimate through 2026. • The company unveiled a new inference system generating 700 million tokens per second, 350 times faster than the Hopper generation, to counter custom chips from competitors like Google. • NVIDIA's DRIVE platform for robotaxis, valued at $1.2 trillion by Morgan Stanley, is adopted by Uber and BYD, with Uber's fleet launching in 2028; data center revenue hit $192 billion last year, up 66%.

• The US Department of Justice unsealed an indictment on March 19, 2026, charging three people with conspiring to illegally divert cutting-edge US AI technology servers to China via false documents and dummy servers. • Between late April and mid-May 2025, at least $510 million worth of US-assembled servers were shipped in violation of export controls, without required licenses from the Department of Commerce. • Assistant Attorney General John A. Eisenberg stated these schemes generate billions in ill-gotten gains and threaten US national security by undermining American AI advantages.

• American Airlines integrated Google AI forecasts into its flight planning on a trial basis to suggest routes avoiding contrail-forming areas or altitude changes. • The technology significantly reduces contrails that trap heat, presented as a cost-effective, scalable climate solution for aviation amid industry pressure. • Announced Thursday, this collaboration highlights AI's role in sustainable aviation practices for US carriers.