By Bob Gourley and James Blackwood
June 18, 2026
6 min read
Ai frontier
DeepSeek closes a $7.4 billion round structured to give Beijing's state AI fund the only voting rights; China announces a July deadline for WAICO's institutional launch; Chinese open-weight models cross U.S. global download share for the first time.
A new executive order, targeted export controls on Anthropic's top models, and a Pentagon vendor shuffle mark a decisive week in the U.S. government's effort to govern frontier AI.
A new executive order, targeted export controls on Anthropic's top models, and a Pentagon vendor shuffle mark a decisive week in the U.S. government's effort to govern frontier AI.
A U.S. export directive forced Anthropic to shut off its most advanced models to foreign users this week, revealing that frontier AI is a regulated service—not a stable product.
The Commerce Department ordered Anthropic to disable Fable 5 and Mythos 5 for all foreign nationals — the first time export controls have targeted a deployed commercial AI model — just as Anthropic became the #1 enterprise AI provider in...
The Commerce Department ordered Anthropic to disable Fable 5 and Mythos 5 for all foreign nationals — the first time export controls have targeted a deployed commercial AI model — just as Anthropic became the #1 enterprise AI provider in...
The AI Supply Chain Squeeze: ASML’s Bipartisan Hurdles and China’s Pivot