Gene Munster, manager partner at Deepwater Asset Management, said that buildout was likely to continue for a long time.
The government rejected the claims, with a spokesperson saying it had already introduced "some of the strongest online safety protections in the world".
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另一家调研机构 Counterpoint 的分析师称，行业从未经历过如此剧烈的下滑，并定调 2026 年将成为「智能手机历史上最糟糕的一年」。
The Department of Defense had threatened to cancel a $200m contract and deem Anthropic a “supply chain risk”, a designation with serious financial implications, if the company did not comply with the request by Friday.
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