Anthropic's Mythos/Fable restrictions got lifted and nobody's talking about what this means for AMZN and GOOGL

Woke up to this headline and it's kinda flying under the radar: Trump just lifted the export restrictions on Anthropic's Mythos and Fable models. Everyone here's obsessed with Nvidia and the Microsoft/OpenAI trade, but nobody's talking about who else has billions riding on Anthropic: Amazon and Google.

Less red tape, Anthropic can actually monetize this stuff through AWS and GCP way faster. And Wall Street's been beating up Big Tech all year over CapEx with nothing to show for it. This might be the something to show for it moment.

Feels like it just cracked open the Microsoft/Azure grip on enterprise AI a little. I'm thinking about rotating harder into AMZN/GOOGL for H2. So, am I overthinking this or is this an actual edge nobody's pricing in yet?