达里奥·阿莫代伊（Dario Amodei） recently publicly stated that if the US allows NVIDIA to export H200 artificial intelligence acceleration chips to China, it's "a bit crazy" and "too reckless". He said this again pushed his company's differences with "the Yeezy camp" (presumably NVIDIA and AMD) into the spotlight.
The US government has officially confirmed that 25% tariffs will be imposed on exports of NVIDIA H200 and AMD MI325X chips to China, providing a new revenue source for the US government. However, Amodei believes that tariffs won't eliminate security risks, as he said in an interview with Bloomberg TV: "Although H200 is not our latest generation product, it's still more powerful than what China can currently get, so exporting this product to China is a huge mistake".
Amodei used extreme analogies to emphasize the risk: "I think it's crazy, I think it's like selling nuclear weapons to North Korea and boasting about it - Boeing has already proven that for us". Although the concerns may be short-term, reports say Chinese customs officials have blocked H200 chips from entering the country and warned domestic enterprises not to purchase them under any circumstances.
The differences between Anthropic and NVIDIA (and AMD) go back a year. In May 2025, Anthropic publicly stated that they supported the "AI spread" policy and advocated for setting lower barriers for exporting chips to "second-tier countries", increasing monitoring, and increasing law enforcement budget to reduce smuggling risks. They cited examples such as a Hong Kong customs case where two people were arrested trying to smuggle 70 high-end graphics cards along with 617 pounds of shrimp into the country, or a woman who was found carrying 202 Intel CPUs bound to her body and dressed up like a "pregnant belly" trying to enter China.
NVIDIA responded strongly, saying that American companies should focus on innovation and embracing challenges rather than creating stories about heavy and precise electronic devices being smuggled in "belly bags" or "with live lobsters". NVIDIA CEO Dr. Jensen Huang also criticized Amodei's previous statement that AI would eliminate half of primary jobs within five years, calling it "dangerous" and saying only his own company could safely develop it; meanwhile, he implied that other companies should not get involved and was trying to sell the idea that AI is too expensive for everyone.
In a more recent public speech, Dr. Huang also criticized social attitudes towards AI as being consistently negative, which many interpreted as a veiled attack on Amodei. He said no company should advocate for more government regulation of AI because their motivations are inherently conflicting and do not align with the overall interests of society, but rather serve the interests of individual companies.
The US government has officially confirmed that 25% tariffs will be imposed on exports of NVIDIA H200 and AMD MI325X chips to China, providing a new revenue source for the US government. However, Amodei believes that tariffs won't eliminate security risks, as he said in an interview with Bloomberg TV: "Although H200 is not our latest generation product, it's still more powerful than what China can currently get, so exporting this product to China is a huge mistake".
Amodei used extreme analogies to emphasize the risk: "I think it's crazy, I think it's like selling nuclear weapons to North Korea and boasting about it - Boeing has already proven that for us". Although the concerns may be short-term, reports say Chinese customs officials have blocked H200 chips from entering the country and warned domestic enterprises not to purchase them under any circumstances.
The differences between Anthropic and NVIDIA (and AMD) go back a year. In May 2025, Anthropic publicly stated that they supported the "AI spread" policy and advocated for setting lower barriers for exporting chips to "second-tier countries", increasing monitoring, and increasing law enforcement budget to reduce smuggling risks. They cited examples such as a Hong Kong customs case where two people were arrested trying to smuggle 70 high-end graphics cards along with 617 pounds of shrimp into the country, or a woman who was found carrying 202 Intel CPUs bound to her body and dressed up like a "pregnant belly" trying to enter China.
NVIDIA responded strongly, saying that American companies should focus on innovation and embracing challenges rather than creating stories about heavy and precise electronic devices being smuggled in "belly bags" or "with live lobsters". NVIDIA CEO Dr. Jensen Huang also criticized Amodei's previous statement that AI would eliminate half of primary jobs within five years, calling it "dangerous" and saying only his own company could safely develop it; meanwhile, he implied that other companies should not get involved and was trying to sell the idea that AI is too expensive for everyone.
In a more recent public speech, Dr. Huang also criticized social attitudes towards AI as being consistently negative, which many interpreted as a veiled attack on Amodei. He said no company should advocate for more government regulation of AI because their motivations are inherently conflicting and do not align with the overall interests of society, but rather serve the interests of individual companies.
今年就已经知道了，美国政府对芯片的收紧来着，想通过税率来限制中国的进步。 Dario Amodei 的说法太过激进了，这不是他公司内部的冲突，而是国际芯片市场的局面问题。为什么要卖核弹似的东西给北朝鲜呢？ 
甚至可以理解为中国在处理这些技术方面遇到了瓶颈，所以才会采取措施限制他们的获得。我觉得美国公司太过自信了，只关心自己的利益而不考虑对整个社会的影响。
这件事啊，确实很奇怪。如果让 NVIDIA Export H200 chips到中国，那就意味着他们自己也在卖核武器了。 
amodei 的说法太过绝对了，他不理解真实情况了，美国政府的 tariffs 只能是暂时的解决方案，根本不能消除安全风险。
他们也在自找麻烦。 Anthropic 的说法太理想化了，他们不了解实际情况。 
。
。我觉得我们不应该把 AI 的发展与政府关税的讨价还价混淆 
。
。像 Amodei 和 NVIDIA 这样的公司，更该关注的是，将 AI技术应用于实用领域，创造更高效的工作机会给人力资源，而不是总是谈论安全风险和政府管制 
。
他们的想法都在同一条线上啊 
一个说卖核弹给朝鲜 
但问题是： 
who's gonna stop them? 
why do US companies need to create drama like this? can't they just focus on making good products and letting the market decide? 
how can they claim that when they're the ones benefiting from it the most? 