Nvidia Criticizes Anthropic’s Support for AI Chip Export Controls, Citing Economic Impact

Nvidia has taken a firm stance against Anthropic’s support for U.S. chip export controls. On Wednesday, Anthropic reiterated its backing for the U.S. Department of Commerce’s “Framework for Artificial Intelligence Diffusion,” which proposes stringent restrictions on the export of AI chips starting May 15. The following day, Nvidia responded with a markedly different perspective. An Nvidia spokesperson told CNBC, "American firms should focus on innovation and meet the challenge head-on, rather than spreading sensational stories about AI chips being smuggled in 'baby bumps' or 'alongside live lobsters.'" This response was a direct critique of Anthropic’s claims regarding the methods used to evade potential restrictions on AI chip exports to countries like China. For Nvidia, these export controls pose a significant financial threat. The company recently revealed that a new licensing requirement for selling its H20 AI chips in China could result in a loss of up to $5.5 billion in the first quarter of its 2026 fiscal year. Given its substantial global market presence, such restrictions could significantly impact Nvidia’s revenue streams. The tension between these two companies highlights the broader debate within the tech industry about the practicality and efficacy of export controls. While Anthropic and others argue that these controls are necessary to prevent the proliferation of advanced AI technologies in countries that could misuse them, Nvidia emphasizes the importance of fostering innovation and maintaining open markets. TechCrunch has sought further comment from Nvidia to understand the company's position in more detail. The differing views underscore the complexity of balancing national security concerns with economic interests and technological progress in the rapidly evolving field of artificial intelligence.