Last week, the U.S. government lifted a ban on the sale of Nvidia’s H200 chips and AMD’s chip line to approved Chinese customers, raising concerns due to their use in AI technologies. Dario Amodei, CEO of Anthropic, criticized this decision at the World Economic Forum, asserting it poses national security risks, equating it to “selling nuclear weapons to North Korea.”
Despite Nvidia being a significant partner and investor in Anthropic, Amodei argued that exporting these chips could harm U.S. interests, citing America’s lead over China in chip manufacturing. He expressed alarm at the implications of advanced AI models and their potential control by adversaries.
Amodei’s comments, though striking—especially given his company’s reliance on Nvidia’s GPUs—reflect both genuine concerns about international competition in AI and a boldness in addressing potential risks without fear of harming business relations. His statements underscore a shifting dynamic in the tech industry, where market pressures and geopolitical concerns increasingly intertwine.
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