特朗普政府已命令Anthropic阻止所有非美国人员访问其最新的Fable 5和Mythos 5模型，这加剧了在控制前沿AI方面的利益冲突。这一冲突适逢Anthropic申请进行重磅的首次公开募股（IPO），其估值在5月份达到了9650亿美元，而竞争对手OpenAI在3月份的估值为8520亿美元。

通过专注于企业客户，Anthropic五分之四的收入来自商业客户，而OpenAI的商业客户仅产生其收入的40%。这一专注点推动了Anthropic的经常性收入在五个月内增长了五倍，使其有望在第二季度成为第一家实现运营利润的AI实验室。

尽管政府历来抵制AI监管以同中国竞争，但先进模型的国家安全风险已引发了破坏Anthropic全球运营的临时限制措施。在国会建立标准化的监管框架之前，政府控制与Anthropic领导层所倡导的技术官僚安全标准之间的紧张关系将持续存在。

The Trump administration has ordered Anthropic to block all non-American access to its latest Fable 5 and Mythos 5 models, escalating a high-stakes conflict over the control of frontier AI. This clash coincides with Anthropic's filing for a blockbuster initial public offering (IPO), with its valuation reaching $965 billion in May compared to rival OpenAI's $852 billion in March.

Having built an edge by targeting corporate clients, Anthropic draws four-fifths of its revenue from business customers, whereas business clients generate only 40% of income at OpenAI. This focus has driven a fivefold growth in Anthropic's recurring revenues over five months, positioning it to become the first AI lab to post an operating profit in the second quarter.

While the government has historically resisted AI regulation to outcompete China, the national security risks of advanced models have prompted ad hoc restrictions that disrupt Anthropic's global operations. Until Congress establishes standardized regulatory frameworks, the tension will persist between government control and the technocratic safety standards championed by Anthropic's leadership.

Source: Anthropic is battling Uncle Sam for control of superpowered AI

Subtitle: The struggle may end up denting its astonishing commercial success

Dateline: 6月 18, 2026 03:16 上午 | SAN FRANCISCO