The U.S. Lifts Export Ban on Anthropic | Rewire News Morning Brief

Anthropic launched three product lines on the same day, covering scientists, developers, and office workers, and the export control was lifted in less than three weeks. OpenAI, in collaboration with Washington, was asked to restrict GPT-5.6.

1｜Anthropic Simultaneously Releases Three Product Lines, Connecting Scientists, Developers, and Office Workers

Claude Science is designed for scientists, providing access to over 60 academic databases, equipped with a Fact-Checking Agent, with a maximum of $30,000 compute credit per project. According to MIT Technology Review, scientists can conduct computational research in one environment without the need to switch between databases and tools. On the same day, Claude Sonnet 5 was launched, with an input cost of $2 per million tokens and an output price of $10, achieving an agentic coding score of 63.2%. Anthropic also deployed Claude Agent to Microsoft Teams.

The three product lines covering scientific research, software development, and enterprise collaboration were launched on the same day. Anthropic is reported to be valued between $600 billion and $1 trillion and is preparing for an IPO. Claude Science targets high-paying users such as pharmaceutical companies, Sonnet 5 seizes developer market share with competitive pricing, and Teams transforms Claude into a monthly subscription office tool. Advancing in three directions in a single day demonstrates its commercialization capabilities.

(Source: TechCrunch / MIT Technology Review / The Information / Reuters)

2｜U.S. Lifts Export Controls on Anthropic, While OpenAI is Asked to Restrict GPT-5.6 on the Same Day

The U.S. Department of Commerce has lifted the export controls on the Anthropic Mythos and Fable series models, less than three weeks after the controls were implemented. Wired reported that during the control period, Anthropic was forced to suspend all foreign users' access to these models. According to Fortune's analysis, Anthropic previously refused to compromise on ethical red lines in defense contracts, was excluded by the Pentagon, and then placed on the export control list. Now the controls have been lifted.

On the same day, OpenAI was requested by the U.S. government to restrict access to its latest model, GPT-5.6, to "trusted partners" only. The two companies made opposite choices in dealing with Washington. OpenAI complied, secured a federal contract, but was required to limit its most powerful model. Anthropic refused to comply, lost the contract, was then placed under control, and regained export freedom three weeks later. The rules of engagement with Washington are being rewritten. (Continued from yesterday's report)

(Source: Fortune / Wired / CNBC)

3｜140 Financial Giants Collaborate to Launch Stablecoin Open USD, Circle Plunges 8% on the Same Day

Over 140 companies, including Stripe, Visa, BlackRock, Coinbase, Mastercard, Google, and Shopify, announced a collaboration to launch the stablecoin Open USD. The project is led by the co-founders of Bridge, a payment infrastructure company acquired by Stripe for $1.1 billion in 2025. According to Fortune, Open USD is designed with zero minting and redemption fees, with reserve-generated revenue shared proportionally among all participants, and will have multi-chain issuance on Solana, Polygon, Aptos, and Stellar.

Tether and Circle have dominated the crypto payment infrastructure for the past three years. Now, their customers are coming for them. The zero-fee model and revenue sharing of Open USD directly challenge the core business model of USDC and USDT, eliminating the need for Circle as an intermediary. Circle's stock price dropped 8% on the same day. The biggest threat Tether and Circle face comes from their own customers.

(Source: Fortune / CoinDesk / Bloomberg)

4｜Chip Stocks Surge $2 Trillion in Q2, NVIDIA Cuts Most Aggressive Chip Design

The U.S. chip sector saw a market value increase of over $2 trillion in the second quarter. Micron rose by 240%, Intel by 216%, and AMD by 186%. Samsung and SK Hynix announced a combined $880 billion chip investment plan. Chip startup Etched raised funds at a $5 billion valuation, with reported contract orders already totaling $1 billion, according to TechCrunch.

Three months after its unveiling at GTC, NVIDIA scrapped the Rubin Ultra design, a four-chiplet packaging. According to Tom's Hardware, the cancellation was due to "manufacturing execution concerns." This was NVIDIA's most aggressive chip architecture to date, eliminated by physical limitations rather than competition. According to SemiAnalysis, enterprise token consumption budgets are starting to hit the ceiling, with the previous months' growth described as "uncontrollable consumption." The $2 trillion surge is predicated on unlimited demand for compute power, a premise now facing dual pressures.

(Source: CNBC / Tom's Hardware / TechCrunch / SemiAnalysis)

5｜Trump Reports $1.4 Billion Cryptocurrency Income

Trump's submitted 927-page annual financial disclosure revealed that he received approximately $1.4 billion in income from cryptocurrency-related activities. According to CoinDesk, $635 million came from meme coin licensing fees, $515 million from WLF token sales, and $65 million from WLF equity income.

This filing quantified a narrative that had been running in the background for six months. From the SEC easing regulations to advancing stablecoin legislation, the crypto industry got the policy environment it wanted. The $1.4 billion serves as the price tag for this policy environment.

(Source: CoinDesk / Al Jazeera / NPR)

Also Worth Knowing ↓

Z.ai's GLM-5.2 reaches the top of the open-source model leaderboard, trained on 100,000 Huawei Ascend chips. Performance gap with Claude Opus 4.8 narrowed to within 1%. The aim of the U.S. chip export control is to widen the tech gap, but this figure shows the gap is narrowing. (Source: Tom's Hardware)

Bank of England Deputy Governor Breeden warns that AI Agents may trigger a "market collapse." She calls on regulators to consider new circuit breakers for AI trading agents. AI has shifted from a narrative of "increasing efficiency" to a regulatory discussion of "creating systemic risk." (Source: Bloomberg)

Cleveland Fed President Hammack says AI is fueling inflation, and rate hikes may become necessary. She notes that the demand side of AI infrastructure construction is "almost willing to pay any price for components." This view directly contradicts Fed Chair Powell's assessment that "AI will reduce inflation." (Source: CNBC)

Amazon establishes a $1 billion FDE organization to embed AI engineers across the entire company. Following OpenAI's $4 billion and Anthropic's $1.5 billion, the AI talent arms race of big tech companies is shifting from external recruitment to client-side penetration. (Source: TechCrunch)

Google hits record highs in carbon emissions, water usage, and electricity consumption. According to Google's annual environmental report, carbon emissions are projected to grow by 48% from 2019 to 2025, and data center water usage has increased by 17%. The expansion of AI infrastructure is pushing Google further away from its original 2030 carbon-neutral target. (Source: Axios / Google Environmental Report)

Schneider Electric acquires Norwegian industrial AI company Cognite for $3.1 billion. The valuation premium of industrial AI is catching up with consumer AI, and Schneider's AI capabilities in industrial automation have shifted from internal development to acquisitions. (Source: Bloomberg)

According to The Information, OpenAI has discovered a method to cut the cost of inference in half. The specific technical details have not been disclosed. If successfully implemented, the current competitive landscape around token pricing will face a reshuffle. (Source: The Information)

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