Cohere sees surge in interest after U.S. bans Anthropic’s top AI models

The U.S. government's unprecedented export control order forcing Anthropic to disable its most advanced AI models for foreign nationals has reignited a global debate over AI sovereignty — and handed Canadian AI company Cohere a surge of new business interest.

The Ban That Shook the AI Industry

On June 12, the Trump administration's Commerce Department issued an export control directive ordering Anthropic to suspend all access to its newly released Fable 5 and Mythos 5 models by any foreign national, whether inside or outside the United States, including the company's own foreign employees. Released just days earlier on June 9, the models were pulled offline for all customers as Anthropic scrambled to comply. The company said the government cited national security concerns but provided no specific details, and Anthropic speculated the order stemmed from awareness of a narrow jailbreak method in Fable 5.techcrunch+4

The move marked the first time the U.S. government had applied export controls directly to AI models rather than the semiconductor hardware that powers them. Anthropic dispatched staff to Washington over the weekend to negotiate a resolution.time+1

Cohere Seizes the Sovereign AI Moment

For Cohere, the Toronto-based AI company that has long marketed itself as a sovereign alternative to U.S.-based model providers, the crisis validated years of positioning. Cohere chief AI officer Joelle Pineau told Bloomberg on Monday that the company experienced a "huge number of inbounds" from business customers looking to diversify their technology stack, as well as from governments outside the U.S. and China concerned about their own access to AI technology.betakit

"Governments are concerned about their own ability to access the technology," Pineau said, adding that the Anthropic recall introduced volatility that enterprise and government customers found unacceptable. Cohere offers on-premises deployment, giving customers direct control over their AI infrastructure — a selling point that gained new urgency after the ban.betakit

The episode also arrives as Cohere deepens its ties to Canadian defence through a recent partnership with Calian Group to integrate sovereign AI into military environments, and as the Canadian government pursues a $2 billion Sovereign AI Compute Strategy to build domestic AI infrastructure.calian+1

A Broader Reckoning

The Anthropic ban has prompted a wider reckoning across allied nations. The Globe and Mail reported that the directive highlighted Canada's vulnerabilities without viable alternatives to dominant American AI firms, with one expert noting that "to an export control regime, a Canadian is a foreign national, full stop". In Europe, Anthropic's suspension similarly spurred calls for greater technological independence from U.S. providers. Fortune characterized the episode as evidence that the U.S. now effectively operates a licensing regime for frontier AI models — one that is "ad hoc and opaque".fortune+2