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Fortune
Fortune
Jeremy Kahn

How one AI company is helping businesses navigate Trump's tariff chaos after the Supreme Court ruling

Multicolored shipping containers stacked up at a port in China. (Credit: Costfoto—NurPhoto via Getty Images)

Hello and welcome to Eye on AI. In this edition…A chaotic AI summit in India ends with some voluntary commitments and $200 billion for the host nation…Anthropic accuses Chinese rivals of using Claude’s answers to enhance their models…OpenAI launches an alliance with major consulting firms to sell its Frontier AI agent platform…$650 billion in AI infrastructure spending this year could be risky…and maybe don’t let an AI model advise you on using nuclear weapons.

First, many of the AI world’s most important people gathered in New Delhi, India, last week for the global AI Impact Summit. The global confab was at times chaotic, my colleague Bea Nolan, who was on the ground in Delhi, reports. But, in the end, there was some movement on voluntary commitments to ensure the benefits of AI technology are spread more equitably around the world. And India itself secured $200 billion of new AI investment. You can read more about what came out of the summit from Bea here.

Next, Chinese AI company DeepSeek has not even dropped its V4 model yet—it is expected any minute now—but it is already stoking plenty of controversy. 

Yesterday, Anthropic alleged that it had detected what it described as “an industrial scale campaign” by DeepSeek and two other prominent Chinese AI labs, Moonshot AI and MiniMax, to distill its Claude models. Distillation is the term AI researchers use to describe a method of boosting the performance of smaller, usually weaker AI models by fine-tuning them on the outputs of a larger, stronger model. In this case, Anthropic claims the three Chinese AI companies created 24,000 fake accounts in order to generate 16 million exchanges with Claude that they then used to train their own models, in violation of Anthropic’s terms of service. (Of these exchanges, DeepSeek was only responsible for 150,000 of them, according to Anthropic, but DeepSeek-linked accounts seemed particularly interested in distilling Claude’s reasoning capabilities.)

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