AI regulators tighten rules as Anthropic passes OpenAI

European, UK and US authorities are moving toward more targeted oversight of high-risk systems, child safety and frontier models. Anthropic’s latest raise underscores how rapidly capital is concentrating around leading model developers.

The European Commission published draft guidance on classifying high-risk AI systems under Article 6 of the EU AI Act, emphasizing intended purpose, product safety links and Annex III use cases including biometrics, critical infrastructure, education, employment and law enforcement. Standalone high-risk obligations are set to apply from 2 December 2027, while obligations for high-risk AI embedded in regulated products are scheduled from 2 August 2028.

The UK is moving to tighten safeguards for AI chatbots and social media under its online safety regime after the Crime and Policing Act 2026 and Children’s Wellbeing and Schools Act 2026 received Royal Assent. Sir Keir Starmer warned on 8 June 2026 that companies could face legal changes if protections are not introduced within three months, and on 15 June 2026 announced plans to ban social media platforms from serving under-16s, with restrictions due as early as Spring 2027.

Ofcom’s 2026/27 AI strategy keeps a technology-neutral, outcomes-based stance while preparing for targeted interventions, including work on age assurance, deepfake image abuse, fraudulent advertising and enforcement under the Online Safety Act 2023. In the US, a new executive order creates a voluntary pre-release review framework for covered frontier models, with government access lasting up to 30 days and thresholds set through a classified evaluation process.

Anthropic raised US$65 billion in new funding, valuing the Claude developer at $965 billion and placing it ahead of OpenAI in private-market valuation. The round included Micron, Samsung and SK Hynix, while Anthropic said annualised revenue crossed $47 billion in May 2026; the funding is expected to support compute capacity, including the 9 June release of Fable 5.

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