Lobsters, Baby Bumps, and Hot Chips: Nvidia vs. Anthropic Gets Weird
As new chip export rules loom, Nvidia and Anthropic are trading barbs over AI policy, smuggling claims, and who gets to call dibs on America's silicon supremacy.
BREAKING NEWS
Just when you thought AI policy couldn't get any more absurd, along comes a chip war with prosthetic baby bumps and lobsters in the overhead bin.
Nvidia and Anthropic are now in open combat over U.S. export restrictions, and it is getting gloriously messy. The Biden-era “AI Diffusion Rule,” which tightens global controls on advanced chips, goes live May 15. But Trump’s team is already floating updates, and in the meantime, Anthropic decided to lob a public memo warning that Chinese smugglers are allegedly hiding AI chips in fake pregnancies and seafood shipments.
Nvidia fired back with surgical shade. “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 spokesperson said.
Translation: please stop making chip policy look like an Ocean’s 11 sequel directed by Eric Andre.
Anthropic, backed by Amazon and fueled by Nvidia hardware, wants even stricter export thresholds, tighter smuggling enforcement, and more funding to stop chip leaks. Nvidia, on the other hand, would prefer not to kneecap its own revenue streams just because a few GPU crates might end up next to the shellfish.
CEO Jensen Huang isn’t exactly helping the hawkish narrative either. Last week in D.C., he openly praised Huawei and said China is “not behind” in AI development.
This is what it looks like when two of America’s most powerful tech players bring a knife fight to a trade policy seminar. Nvidia wants to sell chips. Anthropic wants to limit who can buy them. And the federal government is stuck in the middle, getting lobbied by both while trying to figure out how much lobster is too much for national security.
Ed. note: Anthropic is still privately held, but investors can get direct exposure to it via the KraneShares Artificial Intelligence & Technology ETF. Remember, ETFs are allowed to hold up to 15% of their assets in illiquid securities.
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