Dario Amodei Slams Trump-Era Policy Letting Nvidia Sell High-Speed Chips to China, Calls It “Like Selling Nuclear Weapons to North Korea”

Anthropic CEO Dario Amodei has issued a stark warning against allowing advanced semiconductor exports to China, comparing the practice to arming an adversarial nation with weapons of mass destruction.

Speaking at Bloomberg Live, Amodei criticized policies from the Trump administration that would permit Nvidia to sell high-speed chips to Chinese companies. “The thing that is holding them back and they’ve said it themselves.

The CEOs of these companies say it’s the embargo on chips that’s holding us back,” Amodei explained, noting that Chinese AI firms have publicly acknowledged how export restrictions limit their capabilities.

The Anthropic chief executive expressed alarm at proposals to ship advanced processors to China, even those one generation behind current technology. “I think it would be a big mistake to ship these chips,” he said. When considering the national security implications of AI systems that represent essentially cognition and intelligence, Amodei drew a provocative comparison: “I think this is crazy. I think it’s a bit like selling nuclear weapons to North Korea and bragging, ‘Oh, yeah, but we made that.'”

Amodei’s concerns stem from his view that AI represents a transformative capability with profound strategic importance. He described the trajectory of AI development as leading toward “a country of geniuses in the data center. So imagine 100,000, 100 million people smarter than any Nobel Prize winner. And it’s going to be under the control of one country or another.”

Despite earlier excitement around Chinese AI models like DeepSeek, Amodei suggested Chinese companies have not genuinely caught up with American firms. “When we go out into the world, when we’re competing against other companies for enterprise contracts, we see just honestly and candidly, we see Google and we see OpenAI,” he said. “I have almost never lost a deal, lost a contract to a Chinese model.”

The United States currently maintains several years of advantage in semiconductor manufacturing technology, according to Amodei, making chip export controls one of the most effective tools for maintaining AI leadership.

Amodei also addressed broader AI policy issues, including the need for government intervention to manage economic disruption from automation. He predicted an unusual macroeconomic scenario combining rapid GDP growth with high unemployment, noting “we could have this very unusual combination of very fast GDP growth and high unemployment or at least underemployment.”

The CEO maintained that Anthropic approaches policy issues based on substance rather than political allegiance, disagreeing with both current and previous administrations on specific matters while finding common ground on others.