Trump’s Anthropic shutdown just made the case for non-American AI
Trump’s Anthropic shutdown just made the case for non-American AI
特朗普政府叫停 Anthropic 服务，反而为“非美系 AI”提供了理由
Anthropic may bring Fable and Mythos back online, but the shutdown fired up sovereign AI efforts around the world. 尽管 Anthropic 或许会让 Fable 和 Mythos 模型重新上线，但此次停服事件已在全球范围内点燃了对“主权 AI”的追求。
At Washington’s request, Anthropic suddenly took its newest and most powerful AI models offline over the weekend. The American company said it had little choice after the White House demanded it block access for all foreign nationals, including its own employees. Abroad, the incident offered a sobering reminder that the US not only dominates frontier AI — its government also wields power over who gets to use it. 应华盛顿方面的要求，Anthropic 在周末突然将其最新、最强大的 AI 模型下线。这家美国公司表示，在白宫要求其阻止所有外国公民（包括其自身员工）访问这些模型后，他们别无选择。对于海外而言，这一事件是一个清醒的提醒：美国不仅在尖端 AI 领域占据主导地位，其政府还掌握着谁能使用这些技术的生杀大权。
The Trump administration’s action was swift, sweeping, and imposed with little warning or explanation. The unprecedented shutdown of the Fable 5 and Mythos 5 models — which were already subject to safeguards limiting their use in “high-risk areas” — that followed gave new force to long-running arguments cautioning against relying on the US for critical technologies. It was fresh ammunition for the politicians, governments, and companies already arguing that they need to lead in the technology themselves. 特朗普政府的行动迅速且全面，且几乎没有给出任何预警或解释。随后，Fable 5 和 Mythos 5 模型被史无前例地关停（这些模型此前已受到限制其在“高风险领域”使用的安全防护措施约束），这为长期以来关于“不应依赖美国关键技术”的论调注入了新的力量。对于那些主张必须自主掌握该技术的政客、政府和企业来说，这无疑是新的弹药。
In the UK, AI and online safety minister Kanishka Narayan did not mention Anthropic, Donald Trump, or the US directly, but used the shutdown to argue that Britain must develop its own AI capacity, framing the issue as a matter of national security. “We treat every other threat to our sovereignty with deadly seriousness, but we haven’t learned to treat this one in the same way,” he said, as images of British police and military flashed on the screen. AI is “the central political question of our time,” Narayan said, arguing that Britain must decide how the technology will shape its economy, security, and sovereignty “before someone else decides the answer for us.” 在英国，AI 与在线安全大臣 Kanishka Narayan 虽然没有直接提及 Anthropic、唐纳德·特朗普或美国，但他利用此次停服事件论证英国必须发展自己的 AI 能力，并将此问题上升到国家安全的高度。“我们以极其严肃的态度对待其他所有威胁我们主权的行为，但我们还没有学会以同样的方式对待这一威胁，”他在屏幕闪过英国警察和军队图像时说道。Narayan 表示，AI 是“我们这个时代核心的政治问题”，并主张英国必须决定该技术将如何塑造其经济、安全和主权，“在别人替我们决定答案之前”。
In France, the reaction was more explicit — and more forceful in naming the US. Former Prime Minister Gabriel Attal, the presidential candidate for Emmanuel Macron’s Renaissance party, called the shutdown the start of “the AI war” and said it shows France’s vulnerability if it relies on others for critical technologies. He likened the pullback of Anthropic’s models to Iran’s blockade of the Strait of Hormuz, with access to AI now a strategic chokepoint for which France must prepare. Attal is far from alone: Le Monde reported similar alarm from across France’s political spectrum. 在法国，反应更为明确，且在点名美国时态度更为强硬。作为埃马纽埃尔·马克龙复兴党总统候选人的前总理加布里埃尔·阿塔尔（Gabriel Attal）称此次停服是“AI 战争”的开端，并表示这表明如果法国在关键技术上依赖他人，将处于脆弱地位。他将 Anthropic 模型的撤回比作伊朗对霍尔木兹海峡的封锁，认为 AI 访问权现在已成为法国必须防范的战略瓶颈。阿塔尔绝非孤例：《世界报》报道称，法国整个政治光谱都对此表达了类似的担忧。
The argument is not exactly new. Europe has spent years worried about its dependence on the US, technological or otherwise, and the European Union has put growing emphasis on reducing the region’s reliance on external providers in areas like chips, cloud computing, and AI. But the Anthropic shutdown has made things feel more immediate, adding to an already deep unease over America’s reliability as an ally under Trump, from trade disputes to threats of withdrawing from NATO. Attal said the issue will be at the heart of France’s next set of presidential elections, while members of the European Parliament have pointed to the withdrawal of Mythos and Fable as evidence Europe needs to make tech sovereignty a reality, and to do so quickly. 这种论调并不新鲜。多年来，欧洲一直担心其在技术或其他方面对美国的依赖，欧盟也越来越强调减少该地区在芯片、云计算和 AI 等领域对外部供应商的依赖。但 Anthropic 的停服事件让这种紧迫感倍增，加剧了人们对特朗普治下美国作为盟友可靠性的深层不安——从贸易争端到威胁退出北约。阿塔尔表示，这一议题将成为法国下届总统选举的核心，而欧洲议会议员们则指出，Mythos 和 Fable 的撤回证明了欧洲必须将技术主权变为现实，而且必须迅速行动。
Canada has drawn a similar lesson to Europe. Prime Minister Mark Carney said the situation highlights the risk of relying on just one partner for access to crucial resources like AI. “The situation we’re in collectively right now with Mythos and Fable is something that can happen with overreliance on certain models,” he said. “Nobody has done anything wrong in the situation. But we will have done something wrong if we just accept this, don’t take the lesson, don’t build out and diversify.” 加拿大也从欧洲那里吸取了类似的教训。总理马克·卡尼（Mark Carney）表示，这种情况凸显了在获取 AI 等关键资源时仅依赖单一合作伙伴的风险。“我们目前在 Mythos 和 Fable 问题上所处的集体困境，正是过度依赖特定模型可能导致的后果，”他说，“在这种情况下，没有人做错了什么。但如果我们只是接受现状，不吸取教训，不去建设和实现多元化，那我们才真的做错了。”
Others are well down that road already. Beijing has long championed domestic AI firms, and China is one of the few places with models capable of credibly rivaling the products of American frontier AI labs. However, in some areas, Chinese models do lag behind their American counterparts, and Anthropic has accused Chinese rivals of using its models to train its own on an “industrial” scale. Part of the White House’s decision to pull Mythos reportedly stems from its belief a group linked to China had accessed the model. 其他国家已经在这一道路上走得很远。北京长期以来一直支持本土 AI 企业，中国也是少数几个拥有能够与美国尖端 AI 实验室产品相抗衡的模型的地方之一。然而，在某些领域，中国模型确实落后于美国同行，Anthropic 也曾指责中国竞争对手以“工业化”规模使用其模型来训练自己的模型。据报道，白宫决定撤回 Mythos 的部分原因在于其认为一个与中国有关联的组织曾访问过该模型。
Most governments and businesses cannot come close to matching the scale and resources of frontier labs in the US or China. But sovereign AI does not always mean building the biggest or the most powerful tools. France’s Mistral and Canada’s Cohere show that solid efforts can come from outside these countries, even if the models can’t stand toe to toe. Other countries, like Singapore and the UAE, have focused on narrower but still strategic priorities such as infrastructure, or models that work better with local languages. Of course, there are also open-source models that could one day have Mythos-like capabilities that would be hard for any single party to control. 大多数政府和企业无法比拟美国或中国尖端实验室的规模和资源。但“主权 AI”并不总是意味着要构建最大或最强大的工具。法国的 Mistral 和加拿大的 Cohere 表明，即使模型无法完全并驾齐驱，这些国家之外也能做出扎实的成果。其他国家，如新加坡和阿联酋，则专注于更窄但仍具战略意义的优先事项，例如基础设施，或在本地语言处理上表现更好的模型。当然，还有开源模型，它们有朝一日可能具备类似 Mythos 的能力，且难以被任何单一势力所控制。
Trump may see restricting Mythos and Fable as a matter of national security. But the argument cuts both ways, and with Washington now asking if AI is too important for everyone to have access, other governments are asking whether they can afford for Washington to decide who does. 特朗普可能将限制 Mythos 和 Fable 视为国家安全问题。但这种论点是双刃剑，随着华盛顿现在质疑 AI 是否过于重要而不应让所有人都能访问，其他政府也在质疑：他们是否承担得起让华盛顿来决定“谁能使用”的后果。
Anthropic may soon bring Mythos and Fable back online. Restoring global trust in American AI is another thing entirely. No matter how long the shutdown lasts, it shined a light on how fragile access to US frontier AI models is. Many governments and companies did not like what they saw. Anthropic 或许很快会让 Mythos 和 Fable 重新上线。但要恢复全球对美国 AI 的信任则是另一回事。无论停服持续多久，它都照亮了获取美国尖端 AI 模型是多么脆弱。许多政府和企业对他们所看到的一切感到不满。