英伟达收紧模型投资，OpenAI接触北约，Anthropic供应链争议升温，光子算力加速

1) 英伟达称对OpenAI与Anthropic的最新注资或为最后一轮，头部模型公司融资重心转向IPO定价 2) OpenAI评估向北约非涉密网络部署AI服务，政务AI采购从单一国家向联盟级场景扩展 3) Anthropic与五角大楼分歧持续，行业组织与投资方推动降温，避免供应链风险定级外溢 4) OpenAI被曝开发代码托管平台对标GitHub，大模型厂商加速向开发者工具链上游延伸 5) 英伟达向两家光子技术公司各投20亿美元，AI算力竞争转向系统带宽与能效优化进展更新：【更新】政务AI边界条款已从美国军方合同修订延展至北约非涉密网络评估；【更新】联邦停用Anthropic争议重心升级到承包商供应链风险定级前往小宇宙评论区与主播互动

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英伟达收紧模型投资，OpenAI接触北约，Anthropic供应链争议升温，光子算力加速

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