TLDR
- The Pentagon signed AI agreements with seven companies: Nvidia, Microsoft, Amazon Web Services, SpaceX, OpenAI, Google, and Reflection AI
- Anthropic was excluded after being labeled a supply-chain risk earlier this year
- Pentagon staff say they are reluctant to drop Anthropic’s tools, which they view as superior
- The deals give military personnel access to AI on classified networks at Impact Levels 6 and 7
- Over 1.3 million Defense Department personnel have used the Pentagon’s GenAI.mil platform in five months
The Pentagon announced Friday it has signed AI agreements with seven technology companies to deploy advanced tools on its classified military networks. The companies are Nvidia, Microsoft, Amazon Web Services, SpaceX, OpenAI, Google, and Reflection AI.
$NVDA $MSFT $AMZN SIGN PENTAGON AI DEALS
The Pentagon says Nvidia, Microsoft, AWS and Reflection AI signed agreements to expand advanced AI use on classified military networks, joining OpenAI, Google and SpaceX as DoD pushes an “AI-first” force. pic.twitter.com/TKDK2R8Pbp
— Wall St Engine (@wallstengine) May 1, 2026
The deals allow these companies to operate within the Pentagon’s Impact Level 6 and 7 network environments. These are the most sensitive classified tiers used by the U.S. military.
The announcement also marks the first official Pentagon confirmation of a deal with Google, which was first reported earlier this week.
Amazon Web Services finalized its agreement late Thursday, according to two Pentagon officials briefed on the matter.
Anthropic was not included. The Pentagon had labeled Anthropic a supply-chain risk earlier this year and barred use of its tools by the Pentagon and its contractors. Staff have been ordered to remove Anthropic products over the next six months.
Despite the ban, Pentagon staffers, former officials, and IT contractors told Reuters they are reluctant to give up Anthropic’s tools. Many view them as superior to the available alternatives.
Why Anthropic Was Left Out
Pentagon Chief Technology Officer Emil Michael told CNBC on Friday that Anthropic remains a supply-chain risk. He also addressed Anthropic’s AI model Mythos, which has drawn attention for its advanced cyber capabilities, calling it a “separate national security moment.”
Mythos has been shared with various companies and entities to help defend IT infrastructure against cyberattacks. It is not confirmed whether the Pentagon has access to the preview version.
President Donald Trump said last week that Anthropic was “shaping up” in the eyes of his administration. That comment opened the door to a possible reversal of Anthropic’s blacklisting at the Pentagon.
How the Military Uses AI
The Pentagon’s GenAI.mil platform has been used by over 1.3 million Defense Department personnel in just five months of operation.
Troops use AI tools for planning, logistics, targeting, and other tasks to speed up large-scale operations.
The Pentagon said expanding its list of AI providers will help it avoid “vendor lock.” That phrase is a reference to its heavy reliance on Anthropic’s tools.
The Defense Department’s statement said the agreements “accelerate the transformation toward establishing the United States military as an AI-first fighting force.”
The push to bring in multiple vendors comes as the Pentagon works to diversify its AI supply chain and reduce dependence on any single provider.
The most recent development is Amazon Web Services finalizing its agreement late Thursday, just hours before the Pentagon’s Friday announcement.
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