China's Next Export Ban Is Its Own AI
Beijing is weighing export curbs on the AI models that now carry up to 46% of US enterprise traffic. The weights already on disk can't be recalled, so the real fight is over every model that comes next.
#Export Controls
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Fable 5 Lasted 3 Days. One 5:21pm Letter Shut It Down
The US government used an export control directive to force Anthropic to shut down Fable 5 and Mythos 5 on June 12, three days after launch. The claimed jailbreak, per Anthropic: asking the model to fix software bugs. Two days earlier, Anthropic had publicly asked for exactly this kind of government power.
Trump Cleared 750,000 H200s. China Took Zero.
Reuters reported on Thursday that Washington has cleared roughly ten Chinese firms to buy Nvidia H200 chips, capped at 75,000 units each. Trump pulled Jensen Huang onto Air Force One at the last minute to help close the deal. The Beijing summit ended Friday with no breakthrough. Not a single H200 has shipped under the framework, and Beijing has told its own champions to keep their cash on Huawei instead.
The New Export War: China’s Silver License Mandate
Starting January 1, 2026, China will implement a strict licensing mandate on silver exports, signaling a new front in the global clean energy trade war.
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