Why did Trump just cut allied nations off from Anthropic AI?
France and Germany's intelligence agencies now partner with European companies
The Trump administration ordered Anthropic to cut off all foreign access to its Mythos 5 and Claude Fable 5 AI models, marking the first unprecedented export ban in the AI industry and immediately fracturing relationships with US allies.
The order, issued last week, applied equally to allied nations Canada, France, Germany, the UK, Japan, and Italy, despite their intelligence-sharing agreements with Washington. Anthropic took both models offline to ensure compliance. The two versions were scheduled to launch in early June.
The Trump administration cited national security concerns about a "jailbreaking" method for Fable 5, though it provided no formal explanation. Anthropic had previously granted 200 institutions across 15 countries access to test the frontier model for vulnerabilities. That research stopped immediately.
French President Emmanuel Macron called the ban a "wake-up call" but criticised it as nationalist overreach. "The reaction is in some regards strictly nationalist," he said at the G7 summit this week.
Unlike previous US tech restrictions targeting adversaries like China and Russia, this order punished democracies aligned with Washington.
Canadian Prime Minister Mark Carney warned against accepting the decision without diversifying AI sources. "A nation that depends on others for its technology is a nation that can be unplugged overnight," said Bruno Retailleau, a French presidential candidate.
The ban is forcing allies to rethink reliance on US-controlled technology. Germany's armed forces rejected contracts with Palantir over data sovereignty concerns. France and Germany's intelligence agencies now partner with European companies.
European officials are touting Mistral, a Paris-based AI startup, as the "EU's only major homegrown frontier-model competitor."
At the G7, nations discussed a "trusted partner" scheme for tiered AI access, a response to Trump's earlier "small yard, high fence" semiconductor model that created similar friction.
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