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News of the day

1. A federal judge blocked the Pentagon's attempt to blacklist Anthropic, ruling the designation unconstitutional retaliation and lifting sanctions. Read more

2. Optimize PyTorch training with Databricks AI Runtime's focus on goodput, efficient checkpointing, and data loading for faster, resilient AI model development. Read more

3. MIT researchers introduce PottsMPNN, an AI framework for designing novel proteins with unprecedented sequences and structures, advancing biological engineering. Read more

4. Anthropic unveils Model Hardware Standard to safely connect AI agents with physical systems like lab equipment and manufacturing machines, accelerating scientific discovery. Read more

Our take

Hi Dotikers!

A federal judge has just told the Pentagon that you don't blacklist a company because it refused to fold.

The story starts in February. The Department of Defense asks Anthropic for unrestricted access to Claude, autonomous weapons and domestic surveillance included. Anthropic says no and sticks to its usage policy. In March, the Pentagon digs up an obscure procurement statute and slaps the company with a supply chain risk label, a category designed for foreign adversaries and never before used publicly against a US firm. Immediate effect: no more defense related federal contracts, and billions in revenue going up in smoke.

On Thursday, Judge Rita Lin struck the designation down on three grounds: retaliation in breach of the First Amendment, an arbitrary decision under administrative procedure rules, and a denial of due process. Her line says it all: an empty invocation of national security is not a blank check to punish your critics. She also flags the contradiction at the heart of the case, since the administration was branding Anthropic a threat while still negotiating contracts and floating the idea of listing it under the Defense Production Act. Tricky to be the hazard and the strategic supplier at the same time.

What is at stake here goes well beyond Anthropic. This is the first real world test: can an AI lab set usage limits for a state customer without getting crushed? The judicial answer is clear, and it is a healthy one. A usage policy is not insolence. If the companies building these systems cannot refuse a use case, ethics charters are worth nothing past the first procurement round.

Yesterday, Nvidia scooped up Hugging Face for 12.9 billion dollars. On one side capital absorbing open infrastructure, on the other the state trying to bend a lab. Two moves, one question: who is actually holding the controls. Worth noting that the parallel case in Washington is still open and the administration can still appeal.

Aym.

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