On one hand it appears to cooperate with OpenAI and Anthropic, as big customers.
On the other hand NVIDIA cooperates with Palantir, providing the HW for its "Sovereign AI OS" (a turnkey system including HW and SW for local inference and post-training/fine tuning) which uses the slogan "The future of AI is on-prem" (i.e. not as a customer of OpenAI or Anthropic, but using an open-weights LLM, e.g. a fine-tuned NVIDIA Nemotron or a Chinese LLM).
Presumably with the goal of promoting their competing solution, Alex Karp (Palantir CEO) has delivered a few weeks ago a very harsh criticism of Anthropic and OpenAI (who allegedly inflate the token consumption and they might also steal the data of their customers, which must be sent to them).
So NVIDIA both cooperates and competes with OpenAI and Anthropic.
Once China starts to get scary, Commerce will export control GPUs and declare Chinese models "foreign munitions." Any nation doing business with the US will not be allowed to use these models either, and that will be the end of that.
It is just not in the US's interests to fund China in the race to AGI.
Peter Hegseth, another really pro-America being powerful guy, he's dealing with a lawsuit because he doesn't want Anthropic in his military, he calls it a supply chain risk (he's right).
There is no evidence of any kind that a complex attack vector can be trained into model weights and survive all the crazy slicing and dicing that happens between published weights and running model. These things get quantized and run on mathematically imprecise kernels and sampled and LoRA-tuned and Dolphin/Orca de-tuned. Go look at what the ComfyUI community comes up with, those guys know more about WAN 2.2 than the people who trained it. Because those models run for real on a desktop, so there's mad innovation at light speed.
There is no one who wants a capriciously expensive black box run by extremely creepy people, not once the capability crosses over (in about November).
But don't take my word for it, you just had a chance at one AI IPO, and I'm sure you'll get another, so if you like how that goes, you don't need to convince me!
We are in a race to superintelligence. The first country to AGI will be the first to superintelligence, and the first to superintelligence will have de facto control over the world and the future of humanity. They will also be able to prevent others from reaching superintelligence.
Of course it's in the US's best interest to slow down China. You aren't zooming out and looking at the big picture, you're taking models as slightly useful tool, not what they will soon turn into.
As well, it is a false equivalence to say that local models are only Chinese and otherwise we would use cloud models, but there are American or European ones, so a ban would simply force companies to use these, even if they are inferior to Chinese ones. It's simply a matter of national security to the US government, and they will not care what random people in media say.
I don't know what part of this you guys are having trouble with, but it doesn't get a whole hell of a lot more emphatic on "what the US Government thinks" than who the Pentagon is in court with to avoid doing business with that party.
Mr. Hegseth is the representative of the administration in the AI usage policy of the largest bureaucratic organization in the history of civilization. He has emphatically rejected at least one black box American AI megalab and President Trump has endorsed this action on Truth Social.
The government's stated position is not what you among other commenters are stating or implying as the government's position.
And you mention Hegseth but it was Lutnick at the Department of Commerce who banned Fable, so there are many competing parties in the government. Again, it is not just Anthropic who'd benefit from a Chinese model ban.
https://www.cnbc.com/2026/06/17/us-deepseek-blacklist-cxmt-n...