Anthropic clashes with the US government over military AI use as Pentagon deploys Claude in conflicts. The tech giant faces a supply-chain risk designation while BYD overtakes Tesla in global EV sales, driven by cost-cutting batteries. China's new sci-tech insurance guidelines aim to shield its growing tech sector from geopolitical risks.

The Pentagon is accelerating AI-powered cyber tools for potential conflicts with Beijing, seeking partnerships with major AI firms like OpenAI and Anthropic to map vulnerabilities in Chinese infrastructure. Simultaneously, robust AI demand is fueling a record $136bn chip spending spree, with companies hiking prices across the supply chain.

China's sci-tech insurance push reflects its push for self-reliance amid US tech tensions. The 20-point guidelines target both national projects and SMEs, positioning insurance as a buffer against economic shocks in the critical tech sector.