Nvidia Challenges Anthropic's Stance on AI Chip Export Controls
Nvidia publicly disagrees with Anthropic's support for stricter US export controls on AI chips. Anthropic recently reiterated its endorsement of the US Department of Commerce's "Framework for Artificial Intelligence Diffusion," which proposes broader restrictions starting May 15.
Nvidia, however, argues that such controls hinder American innovation and competitiveness. The company responded to Anthropic's claims of AI chip smuggling, calling them "tall tales."
American firms should focus on innovation and rise to the challenge, rather than tell tall tales that large, heavy, and sensitive electronics are somehow smuggled in 'baby bumps' or 'alongside live lobsters,'
a Nvidia spokesperson told CNBC. This statement directly challenges Anthropic's justification for tighter export restrictions targeting countries like China.
Nvidia has a significant financial stake in this issue. The company previously warned that new licensing requirements for its H20 AI chips in China could cost it $5.5 billion in Q1 2026. These export controls directly impact Nvidia's global revenue stream.
Nvidia's stance highlights the ongoing debate surrounding AI chip export controls and their potential impact on the technology industry. The company emphasizes the importance of fostering innovation and competition in the face of evolving global trade dynamics.
