Anthropic, the fourth most valued AI unicorn in the world, recently dropped a bombshell: from today on, it will completely ban Chinese entities holding more than 50% of its shares from using its core services. This ban covers a wide range of enterprises not only in Chinese Mainland, but also overseas subsidiaries, cloud service transit agencies and organizations with Chinese capital background. This means that no matter where the enterprise is registered globally, as long as the ultimate controlling party is Chinese capital or an individual, the service connection will be cut off.

This new technology tycoon who has just completed round F financing of $13 billion has soared to $183 billion in valuation, becoming the fourth largest unicorn in the world after SpaceX, ByteDance and OpenAI. Its core product, the Claude series model, holds an important position in the programming aid market due to its excellent code generation capabilities and long text processing technology. It is the preferred integration model for mainstream platforms such as Cursor. However, with the implementation of the technology restriction policy towards China pushed by CEO Dario Amodei, there are hidden industry games lurking behind this valuation frenzy.

The ban directly impacts three types of Chinese user groups: large Internet enterprises that set up branches in the United States, Singapore and other places, cross-border e-commerce platforms that rely on Claude's multilingual analysis, and start-up AI companies that use this model as a prototype development tool. The intelligent product selection system of a cross-border e-commerce platform has been suspended, resulting in a 20% delay in overseas order processing, and multiple law firms' contract review AI tools are facing the risk of losing core functions. Even more concerning is that the previously indirect use of services through Singapore, Hong Kong transit, or AWS Bedrock platform has been completely blocked, and enterprises will face high costs in urgently switching technology solutions.

It is worth noting that this CEO who promotes technology sanctions against China has a special Chinese background. Dario Amodi studied under Andrew Ng, founder of Baidu AI Lab, and led the development of GPT-2 and GPT-3 during his tenure as a senior researcher at Google. At the end of 2020, due to disagreements with OpenAI on the commercialization path, he and his sister founded Anthropic, with a clear strategic focus on the enterprise market. Its positioning as an "artificial intelligence security and research institution" is in stark contrast to OpenAI's consumer grade route.

Looking at Anthropic's financing landscape, the entry of sovereign funds such as Qatar Investment Authority and Singapore GIC is quite meaningful. Although the company has emphasized the concept of "safe and responsible" AI development, in a letter to employees in July this year, Dario clearly stated that he would accept investment from the Middle East. Since its establishment in 2021, this technology company has raised a total of $17 billion in financing, and its investor structure presents a three legged trend of technology giants (Amazon, Google), sovereign funds, and international venture capital.

Faced with technological blockade, China's AI industry quickly launched a counterattack. The "Claude API User Special Moving Plan" launched by Zhipu achieves seamless migration through compatibility with the Claude protocol. Its GLM-4.5 model surpasses Claude Opus 4 on the Berkeley tool usage list, with a running cost of only 1.4%. The latest iteration of Kimi K2-0905 on the Dark Side of the Moon has added 256K ultra long context support, surpassing Claude Sonnet 4 in terms of code generation quality and other metrics. Alibaba has launched the Qwen3 Max Preview model with parameters reaching 1 trillion, achieving significant breakthroughs in complex instruction adherence and tool invocation dimensions.

Behind this technological game is the increasingly fierce industrial competition in the AI field. When Anthropic's Claude Code annual revenue exceeded $500 million, Chinese companies' alternative solutions were restructuring the market landscape with lower costs and higher efficiency. According to estimates, the ban could result in Anthropic losing millions of dollars in global revenue, while the collective breakthrough of Chinese big model companies is rewriting the technological landscape of the global AI industry.

Anthropic, the fourth most valued AI unicorn in the world, recently dropped a bombshell: from today on, it will completely ban Chinese entities holding more than 50% of its shares from using its core services. This ban covers a wide range of enterprises not only in Chinese Mainland, but also overseas subsidiaries, cloud service transit agencies and organizations with Chinese capital background. This means that no matter where the enterprise is registered globally, as long as the ultimate controlling party is Chinese capital or an individual, the service connection will be cut off.

This new technology tycoon who has just completed round F financing of $13 billion has soared to $183 billion in valuation, becoming the fourth largest unicorn in the world after SpaceX, ByteDance and OpenAI. Its core product, the Claude series model, holds an important position in the programming aid market due to its excellent code generation capabilities and long text processing technology. It is the preferred integration model for mainstream platforms such as Cursor. However, with the implementation of the technology restriction policy towards China pushed by CEO Dario Amodei, there are hidden industry games lurking behind this valuation frenzy.

The ban directly impacts three types of Chinese user groups: large Internet enterprises that set up branches in the United States, Singapore and other places, cross-border e-commerce platforms that rely on Claude's multilingual analysis, and start-up AI companies that use this model as a prototype development tool. The intelligent product selection system of a cross-border e-commerce platform has been suspended, resulting in a 20% delay in overseas order processing, and multiple law firms' contract review AI tools are facing the risk of losing core functions. Even more concerning is that the previously indirect use of services through Singapore, Hong Kong transit, or AWS Bedrock platform has been completely blocked, and enterprises will face high costs in urgently switching technology solutions.

It is worth noting that this CEO who promotes technology sanctions against China has a special Chinese background. Dario Amodi studied under Andrew Ng, founder of Baidu AI Lab, and led the development of GPT-2 and GPT-3 during his tenure as a senior researcher at Google. At the end of 2020, due to disagreements with OpenAI on the commercialization path, he and his sister founded Anthropic, with a clear strategic focus on the enterprise market. Its positioning as an "artificial intelligence security and research institution" is in stark contrast to OpenAI's consumer grade route.

Looking at Anthropic's financing landscape, the entry of sovereign funds such as Qatar Investment Authority and Singapore GIC is quite meaningful. Although the company has emphasized the concept of "safe and responsible" AI development, in a letter to employees in July this year, Dario clearly stated that he would accept investment from the Middle East. Since its establishment in 2021, this technology company has raised a total of $17 billion in financing, and its investor structure presents a three legged trend of technology giants (Amazon, Google), sovereign funds, and international venture capital.

Faced with technological blockade, China's AI industry quickly launched a counterattack. The "Claude API User Special Moving Plan" launched by Zhipu achieves seamless migration through compatibility with the Claude protocol. Its GLM-4.5 model surpasses Claude Opus 4 on the Berkeley tool usage list, with a running cost of only 1.4%. The latest iteration of Kimi K2-0905 on the Dark Side of the Moon has added 256K ultra long context support, surpassing Claude Sonnet 4 in terms of code generation quality and other metrics. Alibaba has launched the Qwen3 Max Preview model with parameters reaching 1 trillion, achieving significant breakthroughs in complex instruction adherence and tool invocation dimensions.

Behind this technological game is the increasingly fierce industrial competition in the AI field. When Anthropic's Claude Code annual revenue exceeded $500 million, Chinese companies' alternative solutions were restructuring the market landscape with lower costs and higher efficiency. According to estimates, the ban could result in Anthropic losing millions of dollars in global revenue, while the collective breakthrough of Chinese big model companies is rewriting the technological landscape of the global AI industry.