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Anthropic CEO Dario Amodei just did something remarkable at the World Economic Forum in Davos: he publicly blasted Nvidia, one of his company's biggest partners and investors, over chip exports to China. The criticism was so sharp that it left people wondering whether the usual rules of business diplomacy even apply anymore in the AI race.

The controversy centers on a recent U.S. administration decision to approve the sale of Nvidia's H200 chips and an AMD chip line to approved Chinese customers. While these aren't the most advanced chips available, they're still high-performance processors used for AI work, making the export politically sensitive.

During an interview at Davos, Amodei didn't hold back. He called the decision crazy and compared it to selling nuclear weapons to North Korea and bragging that Boeing made the casings. That's an extraordinary analogy, especially considering that Nvidia recently announced it would invest up to $10 billion in Anthropic, and the two companies have a deep technology partnership.

Amodei's argument is that the U.S. is years ahead of China in chip-making capabilities, and selling these processors gives away that advantage. He painted an alarming picture of what's at stake, describing future AI models as essentially representing cognition and intelligence. He asked the audience to imagine a country of geniuses in a data center, or 100 million people smarter than any Nobel Prize winner, all under the control of one government.

The timing makes this even more awkward. Just two months ago, Nvidia and Anthropic announced their financial relationship along with promises to optimize each other's technology. Now Amodei is comparing his partner to an arms dealer on a global stage.

What makes Amodei's comments particularly noteworthy is that Nvidia isn't just any partner. While Anthropic runs its services on Microsoft, Amazon, and Google's servers, every single one of those cloud providers relies on Nvidia's GPUs to power AI models. Nvidia sits at the absolute center of the AI ecosystem, which makes publicly criticizing them a bold move.

There are a few ways to read this situation. It's possible Amodei got swept up in his own rhetoric and blurted out an analogy he'll later regret. But given Anthropic's strong position in the market, valued in the hundreds of billions with its Claude coding assistant earning a reputation as one of the best AI tools available, he probably felt comfortable speaking confidently.

It's also entirely possible that Anthropic genuinely fears what Chinese AI labs could do with advanced chips and wants Washington to take the threat more seriously. Nuclear proliferation comparisons certainly get attention, and if you're trying to influence policy, going big makes sense.

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