Nvidia chief executive Jensen Huang says he “completely disagrees” with Anthropic’s Dario Amodei about shutting China out of American AI hardware altogether. In an interview with CBS, according to a report of it, Huang said US companies should sell abroad and fight for market share instead of pulling out.
Nvidia’s newest platform, Vera Rubin, was his proof that the US is not giving anything up. He said it is in volume production, that US labs have it first, and that Altman and Amodei were among those it reached. By his count America is “several years ahead of China” on this technology, so he sees no need for a blanket ban.
Huang does accept a limit: American institutions, he said, should get the best technology before anyone else, as any country or company would do for itself. Beyond that he wants the rest of the US tech stack, chips and AI models alike, to “serve the world”. On Amodei he was blunt: “Our market is not his to cede.”
He frames the industry as stacked layers, from power generation up to the apps people use, and says every one of them has to win. The big economic gain, he argued, comes when ordinary firms such as Walmart and FedEx turn into AI companies, and he thinks cutting overseas sales would weaken the chip layer under all of it. He said he wants “every single company in America to be an AI company”.
Amodei’s side of the argument is that Washington should stop sending advanced processors, and the machines that make chips, to China. Huang has criticised export limits for years, so the exchange is a familiar one between a hardware seller and a model builder. It matters beyond the two firms because export policy decides which hardware reaches which buyers.
The same report adds a claim from an unnamed research firm: 32 B300 accelerators, a model barred under US export controls, are said to be installed at China Telecom. Nothing in that report says whether they were smuggled or bought legally, and neither Nvidia nor China Telecom is quoted on it.
No change to US export rules has been announced, so for now this is a disagreement between two chief executives.
