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The Download: The Pentagon’s new AI plans, and next-gen nuclear reactors

View original at technologyreview.com
MIT Technology Review - Ai Research Title: The Download: The Pentagon’s new AI plans, and next-gen nuclear reactors Date: 2026-03-18 12:38 Source: https://www.technologyreview.com/2026/03/18/1134371/the-download-the-pentagons-new-ai-plans-and-next-gen-nuclear-reactors/ <p><em>This is today’s edition of </em><a href="ht…
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  • AI models like Anthropic's Claude are already used to answer questions in classified settings, including for analyzing targets in Iran

    60% confidence
  • The Pentagon wants to mass-produce the Lucas kamikaze drones it used to strike Iran

    60% confidence
  • US officials say Anthropic can't be trusted with warfighting systems

    60% confidence
  • The Pentagon plans to set up secure environments for generative AI companies to train military-specific versions of their models on classified data

    60% confidence
  • OpenClaw is now the largest, most popular, the most successful open-sourced project in the history of humanity and is definitely the next ChatGPT

    60% confidence
  • Training on classified data would embed sensitive intelligence—like surveillance reports or battlefield assessments—into the models themselves

    60% confidence
  • An approaching wave of new nuclear reactors could introduce fresh challenges to nuclear waste management

    60% confidence
  • Uncrewed narco subs could move more cocaine over longer distances without putting human smugglers at risk of capture

    60% confidence
  • Allowing AI models to train on and learn from classified data is a major new development that presents unique security risks

    60% confidence
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What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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