Amazon, 1 Other Big Winner as U.S. Lifts Ban on Anthropic's Powerful AI Model

Dow Jones07-01 20:40

Anthropic has reached an agreement with the Trump administration to restore access to its latest artificial-intelligence model. That's good news for the AI company's partners Amazon.com and Broadcom.

Anthropic has pledged to address the workarounds that researchers had pointed could make Fable, a public version of Anthropic's powerful Mythos model, useful for carrying out cyberattacks. The model has been shut down for more than two weeks due to security concerns raised by the U.S. government.

Anthropic will begin restoring access to the model Wednesday, it said late Tuesday.

"Fable 5 launched with a variety of safety mechanisms, each of which alone does not provide perfect defense but when combined make the model very difficult to misuse," Anthropic wrote in a blog post.

That's good news for Amazon and Broadcom, who provide much of the infrastructure for Anthropic's AI models.

Anthropic, developer of the Claude large language model, has agreed to spend more than $100 billion over the next 10 years on Amazon Web Services, the company's cloud-computing services. Amazon in turn has already invested $13 billion in Anthropic and has committed to invest up to $20 billion more.

Meanwhile, Broadcom said earlier this year that it has a deal to supply Anthropic with access to 3.5 gigawatts of computing capacity through Google's AI processors, starting in 2027.

The risk for Anthropic -- and its backers and suppliers -- was that an extended pause in its model rollout would see it lose ground to OpenAI, although the ChatGPT-developer faces its own obstacles. OpenAI said Friday that its latest models, which operate under the umbrella name of GPT-5.6, will initially be made available to a small group of customers approved by the Trump administration., although it hopes to make them generally available in the coming weeks.

Both OpenAI and Anthropic are expected to launch initial public offerings with valuations at more than $1 trillion in the coming months.

Write to Adam Clark at adam.clark@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

 

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July 01, 2026 08:40 ET (12:40 GMT)

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