US Commerce Secretary Lutnick says Anthropic is back on the right side of the Trump administration, reports Axios

Statements of this kind from a cabinet-level official function as informal regulatory signalling rather than policy, and the pattern with the current administration has been that standing with the White House translates into procurement access, government contracts, and relief from threatened restrictions for the firms concerned. The relevant precedent is the revolving sequence in which AI and technology companies have moved in and out of favour, with shifts in tone typically preceding concrete steps on federal AI procurement, export controls on advanced chips, or the shape of any AI-specific rulemaking. For an unlisted firm the direct market channel is limited; the transmission runs through listed peers, the hyperscalers and chip suppliers tied to its compute chain, and any rival labs whose relative standing shifts. The tells are follow-on actions rather than words: contract awards, changes in export licensing posture, and whether other officials echo the framing. Comments relayed through a single press report carry less weight than on-record policy announcements and have historically been prone to revision.