SemiAnalysis@SemiAnalysis_

2026-06-16 09:00·17天前

AI 摘要

SemiAnalysis 指出，在 Anthropic 的 Fable/Mythos 被禁后，其可效仿浪潮（Inspur）/Aivres 的做法，通过改名规避美国制裁。6月8日美国国防部更新第1260H条名单，浪潮被列入但 Aivres 未列入，尽管两者实为同一公司。浪潮/Aivres 生产 GPU 服务器，售价比美台竞争对手低30%。

With Fable/Mythos getting banned， Anthropic can just take a page out of the Inspur/Aivres playbook and change their name to avoid US government sanctions！

On June 8th the DoD published its updated Section 1260H list of Chinese military companies operating in the United States. Inspur is named on it but somehow Aivres is not， even though they're the same company.

For those unaware， Inspur/Aivres make GPU servers and sell them for up to 30% cheaper than their American or Taiwanese competitors. （1/5）🧵

政策/监管行业动态

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2026-06-16 09:00·17天前

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AI 摘要

With Fable/Mythos getting banned， Anthropic can just take a page out of the Inspur/Aivres playbook and change their name to avoid US government sanctions！

For those unaware， Inspur/Aivres make GPU servers and sell them for up to 30% cheaper than their American or Taiwanese competitors. （1/5）🧵

政策/监管