Jensen Huang joins Alex Karp in criticizing Anthropic, and the AI industry's fault lines are now in the open

Jensen Huang, CEO of Nvidia, has joined the open criticism of Anthropic, according to the short note we have. That puts him alongside other critics such as Palantir CEO Alex Karp. The note does not say what Huang objected to, so we won't guess at his arguments.

Who is speaking still matters. Nvidia sells the chips that nearly every AI lab depends on. When its CEO criticizes one of the two labs that lead our quality rankings, that is not a minor footnote. It suggests the industry is starting to split into camps, and those camps differ on how to approach safety, regulation and the pace of AI development, not just on technology.

Our reading: be careful. Public criticism from big players can be a real policy disagreement, and it can also be commercial positioning. Until the specific arguments are known, it is impossible to tell which this is. What can be said is that the old Silicon Valley consensus is fraying in public. That is healthier than consensus behind closed doors, as long as the debate turns on evidence and not personal attacks.