Anthropic disclosed that a U.S. Commerce Department order on June 12, 2026 compelled the company to halt access to its Claude Fable 5 and Claude Mythos 5 AI models for every customer worldwide.
Regulatory Directive and Immediate Effects
The export‑control notice arrived at approximately 5:21 p.m. ET, mandating Anthropic to block foreign‑national usage of the two advanced models. Because the API cannot reliably distinguish users by nationality, Anthropic disabled both services for all clients, while other Anthropic offerings remained functional.
Amazon’s Involvement and Government Notification
According to sources cited by the Wall Street Journal, Amazon CEO Andy Jassy briefed Treasury Secretary Scott Bessent, Commerce Secretary Howard Lutnick, and National Cyber Director Sean Cairncross on security concerns discovered by Amazon’s internal research team. Jassy’s alert on June 12 triggered the Commerce Department’s swift intervention, linking the AI shutdown to broader national‑security considerations.
Market Reaction and Investor Sentiment
Polymarket participants have assigned a 71 % probability that Anthropic will restore Claude Fable 5 access by July