# Oracle's shares jumped 6.5% to $171.83 on Friday.

*genai · news · 2026-05-02 · The Boston Globe*

## Key points

- Nvidia's new agreement gives the Pentagon broader use rights than any previous AI deal.
- Nvidia agreed not to restrict Department of Defense use beyond what US law requires.
- The Pentagon seeks to avoid Anthropic-like restrictions by replacing Claude within six months.
- OpenAI signed an expanded classified-use deal, but its tools are not yet deployed on secure networks.
- Oracle's new deal enables the Pentagon to build and deploy AI models without vendor lock-in.

**Companies:** SpaceX, Google, Oracle, Amazon Web Services, Microsoft, Nvidia
**Countries:** United States

[Read the full story on The Boston Globe](https://www.bostonglobe.com/2026/05/02/nation/microsoft-amazon-hand-pentagon-control-over-ai-systems/)

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