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Trump Bans Anthropic, Apple Launches M5 Macs, CoreWeave $30B CapEx | March 4, 2026

March 4, 2026, brings a stunning mix of political escalation, massive infrastructure spending, and groundbreaking hardware announcements. The Trump administration escalated its battle with Anthropic, banning its use in government, even as Claude skyrocketed to #1 on the App Store and capitalized on user migrations with a new “Import Memory” feature. Meanwhile, over 900 employees across OpenAI and Google protested the weaponization of AI. On the hardware and infrastructure front, Apple debuted its new M5 Macs, CoreWeave projected an astronomical $30B+ CapEx for 2026, and physical security took center stage as Amazon data centers in the Middle East were struck by drones. Underpinning it all is a growing global memory supply crisis that threatens the wider smartphone and PC markets.

Top 10 AI Code Models (Arena Leaderboard)

Rank	Model	Score	Votes
1	claude-opus-4-5-20251101-thinking-32k	1497	7,953
2	gpt-5.2-high	1470	1,689
3	claude-opus-4-5-20251101	1468	8,193
4	gemini-3-pro	1454	14,107
5	gemini-3-flash	1443	9,548
6	glm-4.7	1440	5,110
7	minimax-m2.1-preview	1408	7,161
8	gemini-3-flash (thinking-minimal)	1399	5,612
9	gpt-5.2	1395	1,632
10	gpt-5-medium	1392	3,926

Rankings based on user blind-tests in the Arena Code category.

Top 10 LLMs - Arena Leaderboard Rankings

Rank	Model	Score	Votes
1	gemini-3-pro	1487	32,205
2	grok-4.1-thinking	1475	32,194
3	gemini-3-flash	1471	22,683
4	claude-opus-4-5-20251101-thinking-32k	1468	23,990
5	claude-opus-4-5-20251101	1466	28,752
6	grok-4.1	1466	36,363
7	gemini-3-flash (thinking-minimal)	1463	13,989
8	gpt-5.1-high	1459	28,296
9	ernie-5.0-0110	1453	8,274
10	claude-sonnet-4-5-20250929-thinking-32k	1450	42,538

Source: Arena Leaderboard
Last Updated: February 1, 2026