The world can't base its AI strategy on the assumption that the world's most advanced models will remain globally available, commercially accessible and continuously usable. This is the signal sent by the US government's restrictions on Anthropic's Fable 5 and Mythos 5, which make clear that any country can be denied access to frontier intelligence at any given moment.
The US uses export controls to slow the diffusion of strategic technologies, such as encryption source code, advanced chips, chip design software and semiconductor equipment. The Anthropic restrictions offer an early glimpse of a potential future in which the next layer, controlled by export directives, could become frontier intelligence. So, India and others cannot rely on partnerships with foundational AI tech companies alone, since they are not sovereign players.