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Oracle's shares jumped 6.5% to $171.83 on Friday.
Nvidia's new agreement gives the Pentagon broader use rights than any previous AI deal.
重點
- 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.
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