Publications
The Growing Role of Big Tech within US Strategy: Lessons from the Use of Artificial Intelligence in the US-Israel War against Iran
Shayan Hassan Jamy
Analysis Series
Analysis//0008/April/2026/London-Dialogue. 23 April 2026
Introduction
In his farewell address in 2025, former US President Joe Biden had warned of a “tech-industrial complex” gaining significant control within the US. Although the tremendous influence held by the private sector and technology elites in Washington had been evident for many decades, the growing role of Big Tech and Artificial Intelligence (AI) within the US military under the current Trump administration has made President Biden’s remarks more relevant than ever. Most notably, two recent developments have shown just how deeply embedded Big Tech is within the US military and how Silicon Valley has essentially become an extension of US strategy: the Anthropic-OpenAI incident and Palantir’s “tech manifesto”. The increasingly significant role being played by Big Tech in the ongoing US-Israel war with Iran – both Anthropic’s and Palantir’s AI systems have been used against Iran – raises several pertinent questions about the future of warfare.
The Anthropic-OpenAI Incident
The recent Anthropic-OpenAI incident, in which Anthropic was essentially blacklisted by US President Donald Trump, has already been widely discussed within the media, strategic community and technology sector. Additionally, President Trump has signalled the possibility of the Pentagon reversing course and signing a new deal with Anthropic. Nonetheless, the incident is worth revisiting, given its implications for the future of warfare.
On February 27th, 2026, US Secretary of War Pete Hegseth declared Anthropic a “supply-chain risk to national security”, which was the first-ever instance of a US company being labelled as such. The label, which has historically been reserved for adversarial foreign companies, prohibits the use of Anthropic’s AI systems within the Pentagon. President Trump also ordered every federal agency within the US to “IMMEDIATELY CEASE all use of Anthropic’s technology”. This was certainly an alarming development for many; Anthropic had earlier signed a $200 million deal with the Pentagon for frontier AI capabilities, and its policies had largely seemed to be in alignment with overall US strategic objectives. Indeed, Anthropic’s AI systems had been in use by both the US government and military since 2024, including in relation to “classified work.”
From Anthropic CEO Dario Amodei’s perspective, however, there were crucial points of contention with the Pentagon which prevented a deal from being finalised, primarily surrounding the use of the company’s AI systems for “domestic mass surveillance and fully autonomous lethal weapons.” In a blog post, Amodei stated that the company would not “knowingly provide a product that puts America’s war fighters and civilians at risk”, and that “without proper oversight, fully autonomous weapons cannot be relied upon.” These demands, subsequently, are what led the Trump administration to blacklist Anthropic. Within a few hours OpenAI, one of Anthropic’s leading competitors, announced that it had signed a deal with the Department of War for “deploying advanced AI systems in classified environments.” OpenAI’s announcement of the agreement made specific reference to Anthropic’s demands, stating that their systems would not be used for domestic surveillance or for fully autonomous weapon systems.
However, OpenAI CEO Sam Altman later stated that the company ultimately could not oversee and control how the US military used the company’s AI systems on the battlefield. It’s important to note that, although Amodei has been widely praised as having taken a moral stand in this incident, he has been a leading figure in the growing role of Big Tech on the battlefield. Following the designation of Anthropic as a supply chain risk, he stated that “we have said to the Department of War that we are OK with all use cases.” Basically 98 or 99% of the use cases they want to do, except for two.”
This brings us to the heart of the issue. Although it certainly is true that Anthropic took a relatively moral stand, it still plays a crucial role in US military operations and overall US strategy. Also, despite Anthropic being blacklisted, its AI systems were still very much utilised during the US-Israel war against Iran, primarily for target selection and analysis regarding airstrikes. Additionally, OpenAI eagerly replaced Anthropic within a few hours. This, ultimately, is the very nature of the tech-industrial complex that President Biden had warned against: rapid technological advancements being utilised in military operations without effective guardrails in place to curtail their potentially harmful effects., The tech-industrial complex, then is here to stay and is certainly stronger than just a singular major company. If the Anthropic-OpenAI incident made one thing clear, it was that Big Tech will undeniably have a crucial role to play on the battlefield in the era of AI.
Palantir’s “Tech Manifesto”
More recently, Palantir’s role within the US and Israeli militaries has been brought under the spotlight, particularly after its recently released “tech manifesto”. The manifesto was essentially a summary of the book authored by the company’s CEO Alexander Karp and Head of Corporate Affairs Nicholas Zamiska, titled “The Technological Republic: Hard Power, Soft Belief, and the Future of the West”. The 22-point summary was certainly the most aggressive rhetoric and overt signal of intent given by any US tech company regarding its crucial role within US strategy. Some relevant points from the summary are listed below:
- The engineering elite of Silicon Valley has an affirmative obligation to participate in the defence of the nation
- The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software
- The question is not whether AI weapons will be built; it is who will build them and for what purpose
- One age of deterrence, the atomic age, is ending, and a new era of deterrence built on AI is set to begin
Palantir’s tech manifesto represents a ‘call to arms’ for the entirety of Silicon Valley. It also says the quiet part out loud and echoes what many in the Trump administration have also stated; the US has a monopoly over technological progress and its military applications. The statements made about AI and the future of warfare are similarly alarming. With essentially no guardrails being placed on Big Tech in regard to developing and deploying AI systems for the US military, and the US and China currently being locked in a global competition for technological supremacy, the prospects of any meaningful form of global AI governance seem bleak, at least under the current Trump administration.
As was the case with Anthropic, Palantir’s AI systems were also used during the US-Israel war against Iran. Palantir’s Maven Smart System is reportedly “designed to speed up military targeting decisions by bringing together masses of data, including a range of intelligence, satellite and drone images”. Additionally, Palantir had signed a strategic partnershipwith Israel in 2024 for AI-enabled battlefield technology. The company’s support for the involvement of Silicon Valley on the battlefield is perhaps the most open confession we’ve ever heard from a major US tech company. It’s certainly not, however, a unique position. As discussed earlier, both OpenAI and Anthropic are also more than willing to play major roles within the US military. Although Anthropic did rally for there to be guardrails surrounding the use of AI in warfare and surveillance, many other tech companies did not. Ultimately, Anthropic, OpenAI and Palantir are only a few companies within the overall tech-industrial complex. Whether its Google, Microsoft, Nvidia, SpaceX or otherwise, major US tech companies are all heavily contributing towards US strategy and have also been more willing to openly support the US military in its objectives.
This brings about a rather interesting discussion and perhaps food for thought for a follow-up article: Iran’s targeting of Amazon’s data centres in the Middle East and its subsequent listing of Big Tech assets as legitimate military targets. Future wars will likely see data centres, cloud infrastructure, semiconductor fabrication plants, and other AI-related facilities being targeted in the same vein as the Iranians did.
Conclusion
President Biden’s stark warning of a tech-industrial complex gaining tremendous control and influence within the US has certainly proven to be true; Big Tech companies such as Anthropic, OpenAI, Palantir and others have become increasingly entrenched within US military operations and overall US strategy. The future of warfare, then, simply cannot be envisioned without understanding the crucial role that tech companies will have to play. During the US-Israel war against Iran, both Anthropic and Palantir’s AI systems were used to inform airstrikes on Iran, as well as for a number of other applications. This will certainly be a major feature of future warfare, with Big Tech not only being directly involved in US military operations but also having an increasing role as tools and extensions of US strategy.
Shayan Hassan Jamy is an Assistant Researcher at London Dialogue.
Shayan Hassan Jamy
Related posts
The Maritime Blockade and the Strategic Calculus of the U.S., Iran, and Israel Toward a Renewed Armed Confrontation
Understanding Asim Munir’s Doctrine: Regime Security in Place of a National Goal
The Data Dilemma: Navigating the AI Systems Matrix
The Anatomy of a Shortfall: Europe’s Nine Capability Areas and the Lessons for Pakistan
From Quiet Diplomacy to Attempted Maritime Security Governance: Oman’s Role and Limits in the 2026 Strait of Hormuz Crisis
Anatomy of Asymmetry: How a Weaker State Converts Vulnerability into Leverage
Integration for Stability: The SDF’s Dissolution and Syria’s Security Order
The Western Flank Unravelled: Cross-Border Militancy, TTP Resurgence, and Afghan Taliban Governance
The Time of Guards Tank Divisions is Gone, or Maybe It is Not?
Re-pricing Israel’s Corridor: The Mecca Alliance and IMEC
The SCO at 25: From Regional Security Mechanism to Platform for a Multipolar Eurasia
Imran Khan: The Last Hope of a Nation
London Dialogue — Founding Statement
Publication Categories
- Analysis (85)
- Book Review (1)
- Commentary (4)
- Essay (7)
- Journal (0)
- Journal Article (0)
- Policy Brief (5)
- Research Article (2)
- Research Report (3)
- Working Paper (0)
- Young Writers Corner (0)