Government Restrictions Expand
−0.6%
U.S. and allied cybersecurity agencies could treat the Cohere disclosure as evidence of a national-security supply-chain risk. The likely response would be procurement guidance, isolation rules, or disclosure requirements rather than an immediate economy-wide AI ban.
What it moves
- Technology−1.7%
- Business Services+0.8%
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.