Nvidia has expressed disagreement with Anthropic’s stance on U.S. export controls for AI chips. Anthropic supports the Department of Commerce’s framework, which imposes restrictions starting May 15. In contrast, Nvidia argues that American firms should focus on innovation rather than spreading unfounded claims about smuggling methods like ‘baby bumps’ or ‘live lobsters.’ Nvidia also highlights China’s significant AI expertise, emphasizing that regulatory manipulation won’t secure AI dominance for the U.S. Export restrictions could significantly impact Nvidia’s global revenue, as a new licensing requirement for its H20 AI chips in China might cost the company $5.5 billion in Q1 of its 2026 fiscal year. — new from TechCrunch
