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Эскалация на Ближнем Востоке затронула не только перевозки из стран Персидского залива, но и транзит по другим маршрутам. Эти коридоры (к примеру, через Красное море) не перестраивали, однако из-за рисков, связанных с военными действиями, перевозчики ввели надбавки к фрахту — они составляют от 1500 до 4000 долларов за контейнер.
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It is the Department’s prerogative to select contractors most aligned with their vision. But given the substantial value that Anthropic’s technology provides to our armed forces, we hope they reconsider. Our strong preference is to continue to serve the Department and our warfighters—with our two requested safeguards in place. Should the Department choose to offboard Anthropic, we will work to enable a smooth transition to another provider, avoiding any disruption to ongoing military planning, operations, or other critical missions. Our models will be available on the expansive terms we have proposed for as long as required.，详情可参考PDF资料
Growing concern that such deals could be creating an investment bubble might explain why the commitment shrank. The investment Nvidia finalized just last week as part of OpenAI’s $110 billion round came in at $30 billion — well short of that earlier pledge. (Huang has already dismissed another popular theory — that there is bad blood between the two companies — as “nonsense.”)