The AI industry is experiencing a massive shift in military policy and consumer preference as March begins. OpenAI’s controversial Pentagon deal continues to dominate the discourse, prompting an amendment from Sam Altman and a wave of employee unrest, which has seemingly catalyzed Anthropic’s Claude to overtake ChatGPT as the #1 app on Apple’s App Store. Infrastructure investments show no signs of slowing down, with Nvidia and Amazon committing billions to optics and European data centers, respectively. Meanwhile, the hardware space is heating up with Apple’s iPhone 17e and the “Agentic AI” theme taking center stage at MWC 2026 amid a looming global RAM shortage.