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the decoder · May 15, 2026

Anthropic warns US must close AI compute loopholes or cede 2028 advantage to China

anthropic released a policy paper warning that us export control loopholes allow chinese labs to remain competitive via chip smuggling and model distillation, risking a shift to authoritarian ai norms by 2028.

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anthropic framed the geopolitical ai competition as a decisive moment for 2028, warning that chinese laboratories are circumventing us export controls to maintain near-frontier capabilities. the company identifies two primary vectors: illicit access to advanced chips and systematic distillation attacks using thousands of fake accounts to replicate western models. cited data shows huawei will possess only 2-4% of nvidia's compute capacity by 2027, yet chinese models remain capable due to these methods. anthropic predicts that closing these loopholes would secure democratic ai norms and a permanent us hardware edge, while inaction would allow beijing to export authoritarian surveillance infrastructure and erode global safety standards.

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