Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5

> lack of predictability

That's been the problem both times this administration was in power. Some people like to call it 4D Chess (because they don't understand it and their conspiratorial thinking requires there to be "a plot" or "a plan"). The last person to get to the ear of this President is the cause of any new "process" or "policy". It is just whim. Like a dog seeing a squirrel. Something shiny has attracted his attention. And that new squirrel gets chased.

You can find a source for it being used here [1] though parent is misrepresenting it either on purpose or by lacking understanding, I stand to my point above, the timeline is

1. the US used it, in venezuela then to prepare Iran

2. it became public through journals reporting it, but they didn't really hide from it afterwards and told explicitely what and who they used, naming anthropic

3. Diego (the CEO) answered by saying this violate terms and the US is not allowed and should stop that immediately, publicly

4. They have a talk, and while concessions are made it blocks not about war with ennemies but about surveillance at home, which Diego refuses to let go

5. Trump reacted by calling Anthropic a "Radical Left AI company run by people who have no idea what the real World is all about"

6. Peter Hegseth annonce they will stop using it but asked for a stop gap deal "Anthropic will continue to provide the Department of War its services for a period of no more than six months to allow for a seamless transition."

7. Open AI annonce a deal with the governement four and a half HOURS later, with totally cool safeguards "We think our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's", journals note that "OpenAI's new Pentagon deal doesn't explicitly prohibit collecting Americans' publicly available information - a sticking point that rival Anthropic says is crucial for ensuring domestic mass surveillance doesn't take place"

8. In totally unrelated news, Anthropic new models get banned for exports in a move the US has never done before, no other company has their models banned

And now

9. Anthropic change the person talking with the gov to Brown

10. After a bit anthropic models start being unbanned

[1] https://www.theguardian.com/technology/2026/mar/01/claude-an...

TAICO. But seriously, I think the whole capex bubble is a response to the unpredictability of this administration by locking in future sales and orders to reduce the impact of its mercurial moves.

That a good 1/3 of America is still cheering this behavior on is beyond me. I didn't vote for him anytime he ran, but at least during his first term there were some adults I disagreed with in the room as opposed to the barrel of chaos monkeys we now have. He really doesn't reflect the views of either party, he is his own thing.

Its too little, too late. LLMs are going to go the same way as 3D printers, action cameras, vacuums, TVs, drones, cars, phones, whatever.

The west just don't know how to compete in the long run. The greed is eating itself up.

I don't know what you mean by the "quality" of NVIDIA. All the western AI accelerators, from NVIDIA, AMD, Google (TPU) and Amazon (Trainium) are made by TSMC, and their speed/density is only possible due to TSMC using EUV machines made by ASML (a dutch company).

Without access to ASML EUV machines, the Chinese will be stuck on older less-dense chip manufacturing nodes, but in terms of building a cluster this is just a cost/efficiency issue - it means you need more chips, more electricity!