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4d ago

U.S. AI Chip Export Policy Faces Industry Clash as Trump Administration Weighs Changes

Nvidia and Anthropic take opposing stances on export controls, with national security and global market access at stake.

Jensen Huang, co-founder and chief executive officer of Nvidia Corp., speaks while holding the company's new GeForce RTX 50 series graphics cards and a Thor Blackwell robotics processor during the 2025 CES event in Las Vegas, Nevada, US, on Monday, Jan. 6, 2025. Huang announced a raft of new chips, software and services, aiming to stay at the forefront of artificial intelligence computing. Photographer: Bridget Bennett/Bloomberg via Getty Images
A NVIDIA logo is displayed on a building in Taipei, Taiwan April 16, 2025. REUTERS/Ann Wang
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Overview

  • The AI Diffusion Rule, set to take effect May 15, imposes export controls on advanced AI chips, dividing countries into three tiers based on security risk.
  • Anthropic supports the rule and urges tighter controls, citing China's aggressive chip stockpiling and advancements by AI labs like DeepSeek as reasons for stricter enforcement.
  • Nvidia CEO Jensen Huang calls for loosening export restrictions, arguing that global AI technology diffusion is crucial to maintaining U.S. competitiveness.
  • The Trump administration is considering replacing the tiered system with a per-country licensing approach, potentially altering the framework's structure.
  • Nvidia and Anthropic publicly clashed over smuggling claims, with Nvidia criticizing Anthropic's assertions as exaggerated and counterproductive for innovation.