Amazon, 1 Other Big Winner as U.S. Lifts Ban on Anthropic's Powerful AI Model

Anthropic reached an agreement with the Trump administration to restore access to its latest AI model, Fable, after a more than two-week suspension over security concerns that the model could be misused for cyberattacks. The development is positive for Amazon and Broadcom, key infrastructure providers to Anthropic’s AI efforts. Amazon has already invested $13 billion in Anthropic and committed up to $20 billion more, while Anthropic plans to spend over $100 billion on AWS over the next 10 years. Broadcom also has a supply deal tied to 3.5 gigawatts of computing capacity starting in 2027. The news reduces a near-term execution and partnership risk for Amazon’s AI growth narrative and supports sentiment around AI infrastructure demand.