The US government is reportedly set to allow Anthropic to resume access to its advanced AI models, Fable 5 and Mythos 5, after issuing an emergency export control order on June 12th due to national security concerns. This move had previously caused market anxiety regarding AI and computing power stocks. Meanwhile, DeepSeek has announced updates to its DeepSeek V4 model, claiming an 80% increase in inference speed and an 85% surge in generation speed following its initial funding round. AI
IMPACT Potential easing of export controls could accelerate AI development and deployment, while DeepSeek's performance gains may signal increased competition in model efficiency.
RANK_REASON Regulatory action and subsequent potential reversal impacting a major AI lab, alongside a significant model performance update from another AI entity. [lever_c_demoted from significant: ic=1 ai=1.0]
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