Amazon Stock Rises Amid Anthropic Security Concerns and Analyst Predictions

Friday, Sep 5, 2025 3:58 am ET1min read

Amazon-backed AI startup Anthropic limits service access for foreign entities due to security concerns. Analysts forecast an 11.48% upside for Amazon.com Inc (AMZN) stock, while GuruFocus estimates a 10.51% downside in Amazon's GF Value.

Amazon-backed AI startup Anthropic has expanded its restrictions on service access to include companies controlled by China, citing national security risks. The San Francisco-based company, known for its large language model Claude, has widened its existing restrictions on "authoritarian" regimes to cover any company that's majority-owned by entities from countries like China, including their overseas operations [1].

In a statement, Anthropic explained that entities from these countries could use its capabilities to develop applications and services that ultimately serve adversarial military and intelligence services and broader authoritarian objectives. They could also potentially use the models to advance their own AI development through techniques like distillation and to compete globally with "trusted technology companies headquartered in the United States and allied countries."

The update prohibits companies or organizations whose ownership structures subject them to control from jurisdictions where the startup's products are not permitted, like China, regardless of where they operate. This move comes as Amazon continues to invest heavily in emerging technologies and as Anthropic faces competition from other AI startups backed by major tech companies.

Analysts have forecasted an 11.48% upside for Amazon.com Inc (AMZN) stock, while GuruFocus estimates a 10.51% downside in Amazon's GF Value. These projections reflect the market's reaction to the potential impact of Anthropic's expanded restrictions on its parent company's stock performance [2].

References:
[1] https://seekingalpha.com/news/4492575-anthropic-expands-ai-access-restrictions-to-china-controlled-firms-over-security-concerns
[2] https://www.businessinsider.com/memories-ai-startup-founder-offers-2-million-packages-poach-researchers-2025-9

Amazon Stock Rises Amid Anthropic Security Concerns and Analyst Predictions

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