Pentagon Makes History Labeling Anthropic a Supply Chain Risk as AI Revenue Records Fall

Both OpenAI and Anthropic reported striking revenue milestones this week. According to reporting from The Information, OpenAI surpassed $25 billion in annualized revenue at the end of February 2026 — a 17% jump from the $21.4 billion pace it held at year-end 2025. Anthropic surged close behind at nearly $19 billion, a figure that narrows what was once considered an insurmountable gap between the two firms.

The most striking data point within Anthropic's growth is Claude Code, its AI coding tool, which now generates $2.5 billion in annualized revenue — more than double its January 2026 pace in under eight weeks. Weekly active users also doubled over the same period. Across the broader developer ecosystem, 4% of all public GitHub commits are now being authored by Claude Code, double its share from just one month prior, reflecting the speed at which AI-assisted software development is becoming the default for professional engineers.

Despite the eye-catching numbers, profitability remains elusive. OpenAI's annual spending is projected to reach $57 billion by 2027, with breakeven not expected until 2030. Anthropic targets breakeven by 2028, an accelerating timeline driven by its rapid enterprise growth — the company has expanded from a dozen to more than 500 enterprise clients each spending seven figures annually.

China unveiled its 15th Five-Year Plan (2026–2030) blueprint on March 5 at the 14th National People's Congress, placing artificial intelligence and quantum computing at the center of its national economic strategy. The document references AI more than 50 times and introduces a sweeping "AI+ action plan" designed to embed the technology across every major sector of the Chinese economy, from manufacturing and agriculture to healthcare and education.

On quantum computing, the plan calls for the development of scalable quantum computers and a space-ground integrated quantum communication network that could form the foundation of a global quantum internet. The document also directs investment in "hyper-scale" computing clusters to power next-generation AI model training, alongside parallel initiatives in 6G networks, humanoid robotics, brain-machine interfaces, and nuclear fusion.

The timing is strategically significant. Chinese officials framed the plan as the path toward technological self-reliance amid sustained US export controls on advanced semiconductors. Analysts noted that the breadth of this cycle's ambitions exceeds prior five-year plans in both scope and stated urgency, signaling that China intends to mobilize state resources at an unprecedented scale to compete in the global AI race.

Apple confirmed that iOS 26.4, expected in late March 2026, will ship with a fundamentally rebuilt Siri powered by Google's Gemini models for complex reasoning and multi-step task planning. Apple retains control over the interface, privacy enforcement, and data routing, while Gemini handles the heavy lifting behind the scenes. The result, according to multiple reports, is an assistant capable of sustaining natural multi-turn conversations and chaining up to 10 sequential actions from a single spoken request.

The most significant new capability is on-screen awareness. Siri will be able to read and understand whatever content is currently displayed on the device, enabling actions like making a restaurant reservation directly from a Safari page — without the user needing to copy a name, address, or phone number. Apple is calling this capability "contextual continuity," and it represents the sharpest departure yet from Siri's original command-and-response design.

The stakes are high. Apple has lagged behind Google and Amazon in voice assistant capabilities for years, and the company's AI narrative has been under pressure. With an installed base of roughly 2.2 billion active devices, a successful iOS 26.4 launch would represent the largest simultaneous deployment of advanced AI assistant features in history — assuming the rollout proceeds on schedule.