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Supply Chain What? The NSA Is Using Anthropic's Mythos According To Report
Two months after the Department of War declared Anthropic a "supply chain risk" and moved to several all ties with the AI wunderkind, the National Security Agency (NSA), which falls under DoW, is using it according to Axios.
According to the report, the nation's top surveillance agency is using Mythos Preview - Anthropic's most powerful model to date. It is unclear how the NSA is currently using Mythos, however other organizations are using it primarily to scan their own environments for exploitable security vulnerabilities. The company has restricted access to Mythos to around 40 organizations - as the company says the model's offensive cyber capabilities are too dangerous for wider release. Axios notes further;
- Anthropic only announced 12 of those organizations. One source said the NSA was among the unnamed agencies with access.
- The NSA's counterparts in the U.K. have said they have access to the model through the country's AI Security Institute.
On Friday, Anthropic CEO Dario Amodei met White House chief of staff Susie Wiles and Treasury Secretary Scott Bessent to discuss deploying Mythos within the government, as well as Anthropic's wider plans and security practices.
As we noted late last week, the White House has directed federal agencies to begin using Mythos. So the Pentagon, er, Department of War, has egg (or an egg-like substance) on their face - after Anthropic demanded oversight over its use in military operations and domestic surveillance.
From "Supply-Chain Risk" to Strategic AssetThe government’s relationship with Anthropic had been icy for months. As we noted in February, the Pentagon threatened to blacklist the company as a “supply-chain risk” after Anthropic refused to strip certain ethical guardrails from its models for military use. That standoff escalated in March when Anthropic sued the Pentagon over the designation, as detailed in ZeroHedge’s coverage of the lawsuit.
That said, the Pentagon’s “supply-chain risk” label was always narrow in scope: it was a DoD-specific action triggered by the company’s refusal to remove certain ethical guardrails from its models for unrestricted military and offensive-use applications. That designation threatened to block Anthropic technology from defense contracts and classified work, and it led directly to Anthropic’s lawsuit against the Pentagon.
Today’s OMB memo changes almost nothing on paper for that designation. The Pentagon has not withdrawn it, the lawsuit is still active, and DoD contractors remain restricted from using Claude models (including Mythos) in offensive or surveillance contexts.
Just days ago, the U.S. Treasury was rushing to gain access to Mythos after internal warnings that the model could “hack every major system.” Senior Treasury and Federal Reserve officials had summoned CEOs of the nation’s largest banks to Washington, warning them that the financial system’s exposure to AI-powered attacks had become existential. Behind closed doors, federal agencies - including the Commerce Department’s Center for AI Standards and Innovation - had already begun quiet red-teaming of Mythos. Anthropic co-founder and president Daniela Amodei confirmed the company had briefed the administration early, telling reporters simply: “The government has to know about this stuff.”
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CBP To Begin First Phase Of Tariff Refunds Following Supreme Court Ruling
Authored by Aldgra Fredly via The Epoch Times,
U.S. Customs and Border Protection (CBP) is set to begin the first phase of its refund process for certain tariffs on April 20, following a ruling by the Supreme Court in February.
CBP will deploy the Consolidated Administration and Processing of Entries (CAPE) through its Automated Commercial Environment (ACE) system, which would allow businesses to seek refunds for tariffs they paid that were imposed by President Donald Trump under the International Emergency Economic Powers Act (IEEPA). The Supreme Court ruled on Feb. 20 that the IEEPA does not clearly authorize the president to impose tariffs.
The agency said the CAPE will be implemented in phases, with the first phase starting at 8 a.m. ET on April 20 and covering “certain unliquidated entries and certain entries within 80 days of liquidation.”
The system is designed to “consolidate refunds of IEEPA duties including interest rather than processing refunds on an entry-by-entry basis,” according to CBP.
It stated that importers and licensed customs brokers are required to set up an account on the ACE portal, submit bank account details, and file declarations for imports on which tariffs were paid.
“Importers and authorized brokers should anticipate that valid IEEPA refunds will generally be issued within 60–90 days following acceptance of the CAPE declaration, unless a compliance concern requires further CBP review, ” the agency stated on its website.
“However, certain scenarios, such as entries that are extended, suspended or under review, and warehouse entries, will maintain their liquidation status with validated refunds issued at liquidation.”
In a court filing dated April 14, CBP Executive Director of Trade Programs Brandon Lord said the agency was dealing with “an unprecedented volume of refunds,” with more than 330,000 importers filing about 53 million entries in which they deposited or paid tariffs imposed pursuant to IEEPA as of March 4, which amounted to $166 billion.
“[The CBP’s] existing administrative procedures and technology are not well suited to a task of this scale and will require manual work that will prevent personnel from fully carrying out the agency’s trade enforcement mission,” Lord said, adding that CBP was working to have its ACE functionality ready for use within 45 days.
The Trump administration has been looking at alternative legal avenues after the Supreme Court struck down the reciprocal tariff framework.
U.S. Trade Representative Jamieson Greer said on Feb. 20 that his office would launch new investigations under Section 301 of the Trade Act, covering most major trading partners.
The probe intends to counter “unjustifiable, unreasonable, discriminatory, and burdensome acts, policies, and practices,” Greer said. Further tariffs may be applied if unfair practices are found, he added.
The new trade investigations will cover various areas, including industrial excess capacity, forced labor, pharmaceutical pricing practices, discrimination against U.S. technology companies and digital goods and services, digital services taxes, and ocean pollution.
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Giant Data Center Developer Fermi Crashes 22% After CEO, CFO Abruptly Quit
Last November, we warned that storms clouds were gathering over the torrid, and in some cases chaotic, rollout of US data centers, after Fermi's massive 11 GW energy and data center project in Texas, called Project Matador, which the company has envisioned to be the world's largest AI data center and energy campus in the Texas Panhandle, near Amarillo, was struggling to close the deal with its first major data center tenant (and since Fermi is set up as REIT that allocates income from tenants to shareholders, the delay may raise doubts about attracting other potential money-generating tenants, in a toxic feedback loop).
Fermi's Project Matador - The President Donald J. Trump Advanced Energy and Intelligence Campus.Fast forward 6 months, and the Fermi story has gone from bad to catastrophic, after the developer of nuclear power for AI data centers, slumped following the sudden departure of co-founder and Chief Executive Officer Toby Neugebauer and the company’s chief financial officer.
The exit of Neugebauer was the definition of a Friday night bomb: it was disclosed in a filing late Friday after the close of trading. Fermi held a conference call over the weekend for analysts, during which it said the board had been considering the change in management for at least three months, according to a research note from Evercore ISI.
On Monday, Fermi issued a statement revealing that Miles Everson resigned as CFO, and that it’s planning a new corporate headquarters in Dallas. Fermi said it has created a “interim office of the CEO,” comprising Jacobo Ortiz Blanes and Anna Bofa, both company executives who will now serve as co-presidents, while it searches for Neugebauer’s replacement. Neugebauer, a major shareholder in the company, will remain on the board. Everson was elected to the board, Fermi said.
As we reported in late 2025, Fermi - which has been developing a massive AI campus in Texas that it expects to initially power with natural gas and eventually plans to add as many as four nuclear reactors - has been dogged by challenges in recent months, including the loss of a key anchor tenant for the site.
The change at the top of the company “indicates that there was friction between customers and Neugebauer, and negotiations could be simpler going forward,” Stifel Nicolaus analyst Stephen Gengaro said in a note.
For the company's sake, he better be right: the company has so far failed to line up tenants for its complex; and without tenants there is no company (not to mention, what it means for the broader AI space where euphoria is absolutely oozing everywhere). Fermi said in December that a potential user had terminated a $150 million deal.
FRMI shares fell as much as 22% Monday, the most intraday since March 30 when the company said on an earnings conference call that it still hadn’t signed up customers for the campus, which it’s calling Project Matador. Fermi has slumped 69% since its initial public offering last year, giving it a market value of $4.1 billion.
“Fermi’s ability to ink a contract from hyperscalers who are scrambling to secure scarce available power has been perplexing,” Gengaro wrote in the research note. “Some potential customers could be taking a ‘prove-it-to-me’ approach to Fermi’s power campus.”
Some analysts said the management overhaul, despite triggering a stock drop, may ultimately be a positive for Fermi.
“Overall, we view this transition as changing the ‘tone at the top,’ but maintaining the same tenacity and vigor the industry has seen from an operational perspective,” Evercore analysts led by Nicholas Amicucci wrote in their note.
Tyler Durden Mon, 04/20/2026 - 13:20