White House Secretly Approves $9 Billion Classified Budget Request from NSA and CIA for Purchasing NVIDIA Grace Blackwell Top Chips
The White House has secretly approved a $9 billion classified budget request from the NSA and CIA for the procurement of NVIDIA's Grace Blackwell top chips to build national security-level AI hardware infrastructure.
Due to past budget shortfalls and restrictions on classified cloud network isolation, the intelligence agencies' computing power development has been severely lagging. The White House has specially approved the reallocation of $800 million to address hardware shortages.
To quickly fill the gap in computing power and software, White House Chief of Staff Susie Wiles has authorized the NSA to bypass Pentagon supply chain restrictions to procure Anthropic's latest model, Mythos, which possesses strong cybersecurity offensive and defensive capabilities.
The NSA is negotiating a new contract with Anthropic that will remove the "any lawful purpose" clause to ensure that Mythos is not used to monitor U.S. citizen data. This contract is expected to serve as a model for future collaborations with companies like OpenAI.
Source: Public Information
ABAB AI Insight
Anthropic has previously maintained limited cooperation with U.S. intelligence agencies, and the procurement of the Mythos model continues its path towards national security after training completion in April 2026, similar to OpenAI's early strategy of servicing the Department of Defense through Microsoft channels, but Anthropic is more cautious regarding permission restrictions.
In terms of capital flow, the White House is injecting substantial resources directly into NVIDIA chips and Anthropic models through the $9 billion special budget and the $800 million reallocation, motivated by the need to quickly close the gap with China in classified AI capabilities, strategically prioritizing advanced cybersecurity offensive and defensive measures while paving the way for future intelligence AI infrastructure development.
Similar to past DARPA investments in early AI technologies, the current U.S. intelligence system is in an expansion phase transitioning from traditional signals intelligence to AI-driven real-time offense and defense, with the combination of Grace Blackwell and Mythos forming a hardware + model closed loop.
Essentially, this is a restructuring of the industry chain driven by regulatory changes. The special approval of the classified budget alters the allocation weight of AI computing power in the national security field, with mechanisms in place to bypass conventional supply chains and permission clauses, prompting capital to concentrate from the commercial AI market to highly controlled intelligence-specific infrastructure, ensuring the U.S. maintains absolute advantages in strategic technologies.
ABAB News · Cognitive Law
The more anxious national security becomes, the less constrained the budget is.
No matter how strong the commercial model is, the intelligence version must first add a liability lock.
For every day of computing power shortage, the strategic risk increases.