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US Approves Anthropic Model, Exposes Europe’s AI Compute Gap

6/29/2026

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Summary

Story summary

U.S. officials are close to permitting Anthropic to restore its Fable 5 model after a 15-day outage.
The outage shows U.S. export controls can block European users of frontier AI despite EU AI Act compliance.
Europe lags the United States by about 16 gigawatts of compute and could fall behind by over 200 gigawatts in a projected scenario.
Researchers’ “Europe 2031” analysis warns that U.S. pressure on ASML could make Europe a dependent vassal.

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Story summary

U.S. officials are close to permitting Anthropic to restore its Fable 5 model after a 15-day outage.
The outage shows U.S. export controls can block European users of frontier AI despite EU AI Act compliance.
Europe lags the United States by about 16 gigawatts of compute and could fall behind by over 200 gigawatts in a projected scenario.
Researchers’ “Europe 2031” analysis warns that U.S. pressure on ASML could make Europe a dependent vassal.