Nvidia has publicly criticized Anthropic's endorsement of the U.S. Department of Commerce's upcoming export restrictions on AI chips. Anthropic supports these controls, which will take effect on May 15, while Nvidia argues that American companies should focus on innovation instead of suggesting that AI chips are being smuggled in unconventional ways. This disagreement stems from concerns that such restrictions could significantly impact Nvidia's revenue, with the company estimating a potential loss of $5.5 billion in Q1 of its 2026 fiscal year due to new licensing requirements for sales in China.
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.'
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