By Adam Clark

Anthropic will restore access to its latest artificial-intelligence model on Wednesday after reaching an agreement with the Trump administration, the company said.

That's good news for the AI company's partners Amazon.com and Broadcom.

Anthropic pledged to address the workarounds that researchers had pointed could make Fable, a public version of the company's powerful Mythos model, useful for carrying out cyberattacks.

The model Fable has been shut down for more than two weeks because of security concerns raised by the U.S. government.

"Fable 5 launched with a variety of safety mechanisms, each of which alone does not provide perfect defense but when combined make the model very difficult to misuse," Anthropic wrote in a blog post.

Amazon and Broadcom, who provide much of the infrastructure for Anthropic's AI models, stand to benefit. In mid-afternoon trading, Amazon shares were up 2.5%, at $244.28, and Broadcom was down 2.1%, at $369.93.

Anthropic, developer of the Claude large language model, has agreed to spend more than $100 billion over the next 10 years on Amazon Web Services, the company's cloud-computing services. Amazon in turn has already invested $13 billion in Anthropic and has committed to invest up to $20 billion more.

Earlier this year, Broadcom said it had a deal to supply Anthropic with access to 3.5 gigawatts of computing capacity through Google's AI processors, starting in 2027.

The risk for Anthropic — and its backers and suppliers — was that an extended pause in its model rollout would see it lose ground to OpenAI, although the ChatGPT-developer faces its own obstacles. OpenAI said Friday that its latest models, which operate under the umbrella name of GPT-5.6, will initially be made available to a small group of customers approved by the Trump administration., although it hopes to make them generally available in the coming weeks.

Both OpenAI and Anthropic are expected to launch initial public offerings with valuations at more than $1 trillion in the coming months.

Write to Adam Clark at adam.clark@barrons.com

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