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Nvidia China Chip Curbs Accelerate Domestic AI Substitution
Executive Summary Today’s highest-confidence strategic signal is the consolidation of a new frontier-model access regime. Anthropic says the U.S. export controls applied to Claude Fable 5 and Claude Mythos 5 were lifted on June 30, with Fable 5 restored globally from July 1 and Mythos 5 restored to