After the Trump administration imposed export controls barring foreign access to Anthropic's most advanced AI models, Canadian AI firm Cohere says it is fielding a "huge number of inbounds," signaling emerging demand for non-U.S. models.
June 13, 2026 · Enterprise AI
U.S. Locks Down Anthropic's Top Models — Cohere Says Customers Are Flooding In
A Trump-administration export order cut off foreign access to Anthropic's frontier "Fable 5" and "Mythos 5" models. Canada-based, cloud-agnostic Cohere reports a "huge number of inbounds" as global and regulated-industry buyers look for an alternative.
2 models
Fable 5 & Mythos 5 disabled for all users
1st
First direct restriction on model access, not just chips
$240M
Cohere ARR, Feb 2026 — beating its $200M target
Beating the target
Cohere's annual recurring revenue ran ahead of guidance.
2025 valuation: $6.8B · Gross margins 70–80% on private deployments
How the players line up
Cohere · Canada
Cloud-agnostic / on-prem
Data sovereignty · regulated industries (finance, health, gov)
Anthropic · U.S.
AWS-dependent
Frontier models — now under export restriction
OpenAI · U.S.
Azure-dependent
Consumer / general purpose
Why buyers are switching
On-prem & private data control + compliance
Runs on a single B200 or two H100 GPUs
Up to ~195–200 tokens/sec output
Command A matches/beats GPT-4o on agentic, RAG, multilingual
Open questions
Consumer brand recognition trails rivals
Top-tier reasoning may lag OpenAI/Anthropic
No confirmed primary source for the inbound surge
Real demand impact still to be seen
The chain reaction
Export order cites national security
→
Anthropic disables top models
→
Foreign & regulated buyers seek alternatives
→
Cohere reports inbound surge
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