Consider the energy crunch: Global data-center power demand will more than double by 2030, per the International Energy Agency, forcing upgrades to grids, water systems, and connectivity. China’s state grids are embarking on a 5 trillion yuan ($722 billion) expansion explicitly for AI and data centers that is equivalent to 4% of GDP, according to Moody’s. The Qatar Investment Authority has announced a project worth $20 billion (9% of the nation’s GDP), to develop AI data centers and computing infrastructure. And in Korea, despite AI-related spending only accounting for 0.4% of GDP, the country’s recently established sovereign wealth fund is almost exclusively targeted at high-tech industries including AI and chips, while planning to deploy a war chest worth 5.7% of GDP over the next five years.
Designating Anthropic as a supply chain risk would be an unprecedented action—one historically reserved for US adversaries, never before publicly applied to an American company. We are deeply saddened by these developments. As the first frontier AI company to deploy models in the US government’s classified networks, Anthropic has supported American warfighters since June 2024 and has every intention of continuing to do so.
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