The conflict between NVIDIA and Anthropic over US restrictions on the export of artificial intelligence chips has intensified. Anthropic officially supported the US Department of Commerce's initiative to control the spread of advanced AI technologies, while NVIDIA criticized this position. CNBC writes.
The Framework for Artificial Intelligence Diffusion, which tightens export restrictions on countries like China, will take effect on May 15. Anthropic, which positions itself as a company focused on safe AI development, said it supports the measures because it sees them as "a necessary step to prevent the uncontrolled spread of powerful AI systems."
NVIDIA responded by saying that such claims only hurt innovation and were an attempt to "manipulate regulators for competitive advantage." The company ridiculed Anthropic’s claims that AI chips were being shipped to China "in live lobsters" or "prosthetic baby bumps." NVIDIA added to TechCrunch that China has half the world’s AI researchers and will not back down in development just because of external pressure.
The company also warned that new licensing requirements for the H20 chip could cost it $5.5 billion in the first quarter of fiscal 2026.