Trump: Anthropic does not pose systemic risk and will resolve its issues
U.S. President Trump stated that Anthropic does not pose a systemic risk and will address its issues. Previously, the government attempted to classify it as a national security risk amid controversy, primarily concerning the disagreements between the Department of Defense and Anthropic over AI usage restrictions, including the company's refusal to remove contract limitations on large-scale domestic surveillance and lethal autonomous weapon systems.
Trump's statement marks a shift in stance towards Anthropic, as he had previously ordered federal agencies to stop using Anthropic's Claude model and supported the Department of Defense in labeling it as a supply chain risk. This controversy has led to legal lawsuits, with courts in multiple locations intervening and partially blocking related restrictions.
Source: Public information
ABAB AI Insight
特朗普的表态反映了行政权力在AI前沿企业治理上的灵活调整。此前将Anthropic标记为国家安全风险的举措，源于公司在国防合同中坚持设置使用边界，政府视之为潜在战时不可控因素。如今转向“不构成系统性风险”，本质上是权衡AI技术在军事与经济竞争中的战略价值，优先确保国内领先地位而非严格执行单一安全标签。
从制度约束角度看，这一转变暴露了政府与AI实验室在激励相容上的结构性张力。Anthropic坚持的伦理限制（如防监控、防自主武器）与国防需求形成直接冲突，早期强硬措施试图通过供应链风险标签强制对齐，但司法干预与市场现实迫使政策回撤。长期来看，这类博弈将推动AI治理从临时行政指令向更稳定的框架演化，避免将国内领先企业推向竞争对手阵营。
这一事件也折射出AI产业在权力与资本重新分配中的位置。Anthropic作为未获外部巨额风险投资却保持独立安全立场的代表，其与政府的摩擦凸显技术自主性与国家安全叙事的边界。解决路径若偏向妥协，可能加速AI在国防供应链的深度嵌入，同时重塑行业对监管风险的定价，影响未来资本向具备政策适应能力的AI基础设施的集中。