US Labels Anthropic a Supply Chain Risk, BYD Claims 5-Minute Charging Blade Battery, Nvidia Ends Big AI Lab Investments

The US government formally designating AI company Anthropic a "supply chain risk," a procurement action that can exclude firms from federal contracts and has drawn criticism from former defense officials and industry groups, with reports some defense contractors are already halting use of Anthropic systems despite its technologies being embedded in AI pipelines. Next, China's BYD unveils a second-generation Blade Battery claiming major gains in range and charging speed, including 10–70% in about five minutes, strong performance after 24 hours at −30°C, and new 1500 kW "plug and play" flash chargers; BYD doesn't sell passenger cars in the US but may have an opening in Canada. Finally, Nvidia CEO Jensen Huang says Nvidia's days of investing in companies like OpenAI and Anthropic are over, citing OpenAI's expected IPO and noting Nvidia has committed about $30B versus earlier $100B headlines while continuing to profit from chip sales.

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00:00 Headlines and Sponsor 00:48 Anthropic Supply Chain Risk 02:20 Backlash and Fallout 04:28 BYD Five Minute Charging 05:46 Cold Weather and Chargers 07:00 Canada Pricing and Impact 07:57 Nvidia Ends Big Investments 09:40 Wrap Up and Thanks