BREAKING
US Export Curbs Hit Anthropic Models
How The Restriction Unfolded
1
US export order
↓
2
Targets Fable 5, Mythos 5
↓
3
Foreign access cut
↓
4
Models disabled
Cohere vs Anthropic vs OpenAI
Cohere
Canada
●
Cloud-agnostic / on-prem
●
Data sovereignty focus
Anthropic
U.S.
●
AWS-dependent
●
Frontier models restricted
OpenAI
U.S.
●
Azure-dependent
●
Consumer general purpose
0
M
ARR Feb 2026
0
B
2025 valuation
0
%
gross margin top
0
tok/s
output speed
0
x
B200 GPU
0
x
H100 GPUs
Demand Shift Not Yet Confirmed
AI NEWS BLITZ
Washington's new export controls on Anthropic are reshaping the enterprise AI market.