QtrendsUS lifts export controls on Anthropic's Mythos and Fable AI models
The Trump administration has lifted export restrictions on Anthropic's Mythos and Fable AI models, which were previously blocked due to national security concerns. The decision reverses controls imposed earlier this year, allowing Anthropic to redeploy the models internationally. Tech analysts see the move as a recalibration of US AI export policy amid rising competition with China. The lift primarily affects high-end frontier models that were subject to scrutiny over potential dual-use risks.
China has published an ambitious industrial internet plan centered on AI and 5G, targeting 50,000 industrial 5G private networks by 2030 with a sector value-add exceeding 2.5 trillion yuan. Meanwhile, Chinese AI startup Z.ai's latest model has topped global ranking charts. Japan is responding with a $6.2 billion commitment to back SoftBank-led AI model development, highlighting the intensifying global AI race.
AI-driven demand is spilling beyond GPU shortages into a broader semiconductor supply crunch affecting power chips and packaging materials. Makers of power semiconductors including Infineon, Texas Instruments, and China's Yangjie Technology have raised prices. Nvidia challenger Etched hit a $5 billion valuation with $1 billion in AI chip sales. The supply squeeze is driving investment in next-generation chipmaking tools, including a $400 million high-NA EUV machine.
The US Supreme Court has agreed to hear Apple's appeal in its long-running antitrust battle with Epic Games over App Store commission fees. The case, which began with Fortnite being removed from the App Store in 2020, centers on whether Apple's 30% fee constitutes illegal monopolistic behavior. The Supreme Court's decision to take the case signals the high-stakes legal fight is far from over.