Nvidia apparently disagrees with Anthropic’s stance on export controls for U.S.-made AI chips.

On Wednesday, Anthropic reaffirmed its support for the U.S. Department of Commerce’s “Framework for Artificial Intelligence Diffusion,” which aims to impose comprehensive AI chip export restrictions starting May 15.

The following day, Nvidia expressed a contrasting view on the forthcoming controls.

“Instead of resorting to unsubstantiated claims about smuggling AI chips in ‘baby bumps’ or ‘alongside live lobsters,’ American companies should focus on driving innovation and meeting the challenge head-on,” a spokesperson for Nvidia told CNBC, alluding to Anthropic’s assertions about how these AI chips are being smuggled into countries targeted by the U.S. controls, such as China.

In a statement to TechCrunch, an Nvidia spokesperson further emphasized that “China, home to half of the world’s AI researchers, boasts highly skilled AI experts across every layer of the AI stack. The United States cannot rely on manipulating regulators to achieve victory in the AI domain.”

The imposition of export restrictions would negatively impact Nvidia’s global revenue. Nvidia recently disclosed that a new licensing requirement for its H20 AI chips to be sold in China could result in a loss of $5.5 billion in Q1 of its 2026 fiscal year.

This article has been updated to include additional commentary from Nvidia.