One of the most underappreciated ways to play the AI semiconductor buildout may be through materials rather than chips themselves.
As the industry races to produce more advanced semiconductors, demand isn’t just rising for GPUs and wafer fab equipment, it’s rising for the critical materials that make modern chips possible. (1/6)🧵
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: