Jensen Huang urges caution after Anthropic-Pentagon spat: tech leaders should not create AI panic

Panel remarks and the Anthropic dispute

Jensen Huang (黄仁勋), CEO of Nvidia, told an audience at the company’s technology conference that tech leaders must act carefully to avoid stoking public fear about artificial intelligence. He was responding to the public clash between Anthropic — the developer of the Claude chatbot — and the U.S. Department of Defense over contract terms that would restrict military uses of its models. It has been reported that Anthropic’s CEO, Dario Amodei, pushed to forbid the company’s products from being used for domestic surveillance of U.S. citizens and for fully autonomous weapons, a stance that precipitated a breakdown in talks.

Security, business and bold forecasts

Huang argued that warning the public about AI’s risks is responsible; creating panic is not. “It is not a biological organism. It is not an alien. It has no consciousness. It’s just computer software,” he said, cautioning against “extreme, catastrophic and unsubstantiated” claims. He also framed a counterintuitive national-security risk: that U.S. fear, anger or paranoia could slow adoption and leave the country behind global competitors. Despite the dispute, Huang expressed optimism about Anthropic’s commercial prospects, saying he could envision the company exceeding $1 trillion in revenue by 2030 and calling Amodei’s own forecasts conservative. It has been reported that the Trump administration subsequently declared Anthropic a supply-chain risk and moved to end its government collaborations; the company is reportedly appealing those measures in court.

Chips, supply chains and geopolitics

Huang extended his cautionary theme to hardware: concentrating advanced chip production in Taiwan is a strategic vulnerability, he warned, and AI manufacturing should be diversified to South Korea, Japan and the U.S. This comment lands in a fraught geopolitical context — U.S.-China tensions, export controls and the strategic centrality of Taiwan to the semiconductor industry make any concentration of production a policy flashpoint. How should the industry balance safety, ethical guardrails and the urgent race to deploy advanced AI? Huang’s answer: lead responsibly, avoid alarmism, and shore up supply chains.