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Anthropic model access block triggers fallout as companies reassess risks of relying on closed AI

Anthropic abruptly halted access to some AI models in line with U.S. government export-control guidance, prompting signs of change in corporate AI strategies. The move has raised concerns that reliance on a single vendor’s closed models could be cut off by policy or regulatory shifts. Interest is returning to open-source AI models that companies can run themselves. Investors and executives also reacted, as firms weigh costs, access, supply-chain stability and vendor lock-in risks alongside performance.