内容来源：https://techcrunch.com/2026/01/20/anthropics-ceo-stuns-davos-with-nvidia-criticism/

内容总结：

【达沃斯现场直击】AI巨头CEO炮轰美国对华芯片出口政策，将合作伙伴英伟达比作“军火商”

上周，美国政府撤销此前禁令，正式批准英伟达向部分中国客户出售H200芯片，AMD相关产品线也获放行。尽管并非最尖端型号，但这些用于人工智能的高性能处理器出口仍引发巨大争议。本周二在达沃斯世界经济论坛上，人工智能公司Anthropic的CEO达里奥·阿莫代对此作出激烈抨击，矛头直指美国政府与芯片企业。

值得注意的是，被点名的英伟达正是Anthropic的重要合作伙伴与投资者。阿莫代在接受彭博社总编采访时直言：“这些公司的CEO总说‘芯片禁运限制了我们的发展’，这种说法令人难以置信。”他警告称，该决策终将反噬美国自身。

“我们在芯片制造能力上领先中国多年，此时出口这些芯片将是重大错误。”阿莫代描绘了一幅严峻图景：AI模型本质上代表着“认知与智能”，具有“惊人的国家安全影响”。他将未来AI比作“数据中心里的天才国度”——“想象一亿个比诺贝尔奖得主更聪明的大脑”，全部受控于某个国家。

最激烈的批评紧随其后。“我认为这简直疯狂，”阿莫代评价美国政府的最新决定，“就像向朝鲜出售核武器，还炫耀波音制造了弹壳。”这番言论令业界哗然。

作为Anthropic AI模型的核心算力提供者，英伟达不仅是其关键合作伙伴，两个月前刚宣布将向Anthropic投资高达100亿美元，并建立“深度技术合作”。达沃斯论坛上这番“军火商”比喻，使得两家公司的蜜月期蒙上阴影。

分析人士指出，Anthropic作为估值数千亿美元、旗下Claude编码助手深受开发者推崇的AI领军企业，其CEO敢在达沃斯这样的国际舞台发出如此尖锐批评，折射出AI竞赛已进入白热化阶段。在行业领导者眼中，这场竞赛关乎生存，传统的投资者关系、战略合作乃至外交礼节约束似乎都已退居次席。阿莫代无所顾忌的姿态，或许比他的核武器比喻更值得深思。

中文翻译：

上周，美国政府撤销了先前的禁令，正式批准英伟达H200芯片及AMD旗下某系列芯片向获得许可的中国客户销售。这些或许并非芯片制造商旗下最尖端、最先进的产品，但作为用于人工智能的高性能处理器，此次出口授权引发了争议。在周二达沃斯世界经济论坛上，人工智能公司Anthropic的首席执行官达里奥·阿莫代伊对此决定向美国政府及芯片企业发起了猛烈抨击。

这番批评尤为引人注目，因为其中涉及的芯片制造商英伟达正是Anthropic的重要合作伙伴与投资方。

当被问及对新规的看法时，阿莫代伊以难以置信的语气表示："这些公司的首席执行官总说'是芯片禁运拖累了我们'。"他警告称，这一决定终将反噬美国自身。

他在接受彭博社总编辑采访时指出："我们在芯片制造能力上领先中国多年，因此我认为出口这些芯片将是重大错误。"随后，阿莫代伊描绘了一幅令人警醒的图景。他谈到人工智能模型具有"惊人的国家安全影响"，称其"本质上是认知能力，本质上是智能形态"。他将未来的人工智能比作"数据中心里的天才国度"，让人们想象"一亿个比任何诺贝尔奖得主都聪明的个体"全部受控于某个国家。

这个比喻凸显了他认为芯片出口至关重要的原因。但接下来才是最具冲击力的表态。"我觉得这简直疯狂，"阿莫代如此评价美国政府的最新举措，"这就像向朝鲜出售核武器，还炫耀波音公司制造了弹壳。"

你听到那个声音了吗？那是英伟达团队对着电话怒吼的声音。

英伟达并非普通的芯片公司。虽然Anthropic运行在微软、亚马逊和谷歌的服务器上，但为其人工智能模型提供算力的GPU全部来自英伟达（所有云服务商都需要英伟达的GPU）。英伟达不仅处于一切的核心，近期还宣布将向Anthropic投资高达100亿美元。

就在两个月前，双方刚宣布建立财务关系及"深度技术合作"，并愉快承诺将优化彼此的技术。转眼到达沃斯论坛，阿莫代伊竟将自己的合作伙伴比作军火商。

这或许只是他一时失言——可能被自己的修辞裹挟而脱口说出了这个比喻。但考虑到Anthropic在人工智能市场的强势地位，更可能的情况是他自信有底气直言不讳。该公司已融资数十亿美元，估值达数千亿美元，其Claude编码助手已成为备受推崇的顶级人工智能编程工具，特别是在从事复杂现实项目开发的工程师群体中享有盛誉。

当然也存在另一种可能：Anthropic确实对中国人工智能实验室心存忌惮，希望华盛顿采取行动。若想引起某人注意，核扩散的类比恐怕是相当有效的方式。

但最值得玩味的是，阿莫代伊能在达沃斯讲台上抛出如此重磅言论，然后从容转场其他聚会，丝毫不担心这番表态会损害自家业务。新闻周期总会翻篇，Anthropic目前也确实根基稳固。但这确实让人感到，在人工智能领军者心中，这场竞赛已上升到生死存亡的层面，以致惯常的约束——投资者关系、战略合作、外交礼节——都不再适用。阿莫代伊根本不在意什么该说什么不该说。相较于他在台上的所有言论，这种无所畏惧的姿态才最值得关注。

英文来源：

Last week, after reversing an earlier ban, the U.S. administration officially approved the sale of Nvidia’s H200 chips, along with a chip line by AMD, to approved Chinese customers. Maybe they aren’t these chipmakers’ shiniest, most advanced chips, but they’re high-performance processors used for AI, making the export controversial. And at the World Economic Forum in Davos on Tuesday, Anthropic CEO Dario Amodei unloaded on both the administration and the chip companies over the decision.
The criticism was particularly notable because one of those chipmakers, Nvidia, is a major partner and investor in Anthropic.
“The CEOs of these companies say, ‘It’s the embargo on chips that’s holding us back,’” Amodei said, incredulous, in response to a question about the new rules. The decision is going to come back to bite the U.S., he warned.
“We are many years ahead of China in terms of our ability to make chips,” he told Bloomberg’s editor-in-chief, who was interviewing him. “So I think it would be a big mistake to ship these chips.” Amodei then painted an alarming picture of what’s at stake. He talked about the “incredible national security implications” of AI models that represent “essentially cognition, that are essentially intelligence.” He likened future AI to a “country of geniuses in a data center,” saying to imagine “100 million people smarter than any Nobel Prize winner,” all under the control of one country or another.
The image underscored why he thinks chip exports matter so much. But then came the biggest blow. “I think this is crazy,” Amodei said of the administration’s latest move. “It’s a bit like selling nuclear weapons to North Korea and [bragging that] Boeing made the casings.”
That sound you hear? The team at Nvidia, screaming into their phones.
Nvidia isn’t just another chip company. While Anthropic runs on the servers of Microsoft and Amazon and Google, Nvidia alone supplies the GPUs that power Anthropic’s AI models (every cloud provider needs Nvidia’s GPUs). Not only does Nvidia sit at the center of everything, but it also recently announced it was investing in Anthropic to the tune of up to $10 billion.
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Just two months ago, the companies announced that financial relationship, along with a “deep technology partnership” with cheery promises to optimize each other’s technology. Fast-forward to Davos, and Amodei is comparing his partner to an arms dealer.
Maybe it was just an unguarded moment — it’s possible he got swept up in his own rhetoric and blurted out the analogy. But given Anthropic’s strong position in the AI market, it seems more likely he felt comfortable speaking with confidence. The company has raised billions, is valued in the hundreds of billions, and its Claude coding assistant has developed a reputation as a highly beloved and top-tier AI coding tool, particularly among developers working on complex, real-world projects.
It’s also entirely possible that Anthropic genuinely fears Chinese AI labs and wants Washington to act. If you want to get someone’s attention, nuclear proliferation comparisons are probably a pretty effective way to do it.
But what’s perhaps most remarkable is that Amodei could sit onstage at Davos, drop a bomb like that, and walk away to some other gathering without fear that he just adversely impacted his business. News cycles move on, sure. Anthropic is also on solid footing right now. But it does feel that the AI race has grown so existential in the minds of its leaders that the usual constraints — investor relations, strategic partnerships, diplomatic niceties — don’t apply anymore. Amodei isn’t concerned about what he can and can’t say. More than anything else he said on that stage, that fearlessness is worth paying attention to.