Author: Liang Yimeng

Translation: Deep Tide TechFlow

Deep Tide Guide: The public outcry against Nvidia's CEO Jensen Huang seems sudden, but a clear industry game map emerges behind it. From media revelations, think tank provocations to congressional pressures, critical nodes of expression are repeatedly confirmed to overlap with Nvidia's most aggressive industry competitor, Anthropic.

The investigator traced two trajectories: one side involves politicians and think tanks relentlessly pressing on chip exports, while the other side sees Anthropic spending tens of millions of dollars to build a political donation network and Washington advisory team. When commercial competition wears the cloak of national security, the funding chains behind it deserve deep industry reflection.

Nvidia's CEO Jensen Huang and Anthropic's CEO Dario Amodei publicly clashed over AI policies and chip export controls, from the fierce divisions in Washington to Jensen Huang's public opposition to a comprehensive export ban, which is already well known in the industry.

However, examining the recent sudden gathering of forces demanding Jensen Huang's resignation reveals concerning relationships behind them. Core members of Anthropic overlap significantly with the think tanks, former officials, and forums behind this wave of reporting; their funding has directly supported the congressional members making accusations.

Even the institute's funding network has been involved in incubating many of the critics' think tank institutions. A coincidence may be just random, but a series of coincidences is certainly not. When the arena of commercial competition is moved to public opinion and politics, who benefits the most from this siege?

Initially, the outside world generally believed this was just an attack by hawkish politicians and the media on Nvidia during an election cycle. However, as the reports became increasingly bizarre and even mixed with undercurrents of prejudice against Asians, the investigators began to track the core reporting chain that first sparked the storm.

Tracing The New York Times reporter Ana Swanson's sources on AI and chip reporting, the journalism community knows that if there is not a high level of trust, reporters would never repeatedly adopt the same person's framing. And the repeatedly appearing source is exactly Jack Clark, co-founder and policy lead of Anthropic.

Deep Interconnection Between Reporters and Interview Sources

Jack Clark was a reporter for Bloomberg in his early years, and then served as the policy director at OpenAI, fully aware of the communication mechanisms and agenda-setting of modern news media.

In May last year, he delivered a pre-dinner speech titled "Software Singularity" at the AI policy summit hosted by the Aspen Institute. The audience was filled with core decision-makers from various fields specializing in chip exports and technological geopolitics.

Senators Taking Advantage and Political Donations

After The New York Times published accusations against Jensen Huang, Senator Chris Coons quickly made public criticisms, claiming that Congress would investigate the so-called relationships.

In July of this year, Coons received a $2500 political donation from Anthropic's corporate political action committee, AnthroPAC. Notably, Jack Clark himself had previously contributed $5000 to that political action committee.

Clark has long worked and lived in San Francisco, while Coons represents Delaware, and they have no local connections. Moreover, Clark is also a non-resident fellow at the Georgetown University Center for Security and Emerging Technologies (CSET).

Georgetown University and CSET Scholar Network

Among the most radical voices targeting Jensen Huang recently, a significant portion comes from a group of scholars at Georgetown University:

· Georgetown University law professor, former Supreme Court assistant judge Mark Jia;

· Georgetown University adjunct professor, former CSET analyst Ryan Fedasiuk, who has publicly called for Jensen Huang's resignation;

· Former senior official of the CIA, currently teaching at Georgetown University, Dennis Wilder.

CSET was established in 2019 to study security issues related to artificial intelligence and chips. At its startup, it received an initial funding of $55 million from the core funding organization of effective altruism, Open Philanthropy, and the co-founder of that funding organization, Holden Karnofsky, later joined Anthropic.

When the Pentagon identified Anthropic as a supply chain risk, legal scholars cited Mark Jia's research to defend its rights, arguing for a very high legal threshold for national security determinations. Why did this prudent standard vanish when the target shifted to Jensen Huang?

Financial Times' Narrative Advancement and Exclusive Connections

Financial Times reporter Demetri Sevastopulo, in subsequent reports, directed accusations against Jensen Huang towards so-called emotional relationships.

And in September 2025, it was this reporter who exclusively disclosed Anthropic's cutting off access to its AI model for companies controlled by Chinese capital. Such exclusive news that precisely aligns with corporate PR strategies often stems from deep information exchanges.

Issue Detonation Points on Social Platforms

The real ignition of public opinion on social networks was a tweet by Chris McGuire from the Council on Foreign Relations on November 6. This tweet pushed the accusations to the extreme, claiming that Jensen Huang was in bed with certain individuals.

McGuire's social account has only over ten thousand followers, but he previously worked at the National Security Council under Tarun Chhabra's leadership. Chhabra is currently the national security policy director at Anthropic. In June of this year, the two attended a forum in Taipei together.

Within hours of the tweet's release, it quickly garnered concentrated retweets and mentions from several members of Congress and columnists. An account with only over ten thousand followers saw its tweet views soar to over 9 million, becoming the most widely circulated post in the entire event.

Senate Banking Committee and Closed-Door Lobbying

In February of this year, Anthropic's CEO Dario Amodei held closed-door talks with members of the Senate Banking Committee, vigorously lobbying to tighten AI chip export controls to China. Not long after, related senators introduced the Senate version of the "AI Oversight Act."

The committee's senior Republican Senator Kevin Cramer received a $1000 political donation from AnthroPAC in July. Now, he is the one publicly demanding Jensen Huang resign as CEO of Nvidia.

Funding Networks and Governance Overlap

During the current political cycle, Anthropic operates two major funding vehicles: the first is AnthroPAC, which directly funds campaign activities; the second is the $40 million injected into Public First Action and associated Super PACs, with Amodei personally adding $1 million.

This action organization continues to run ads supporting congressmembers who advocate for chip export control legislation, including House Foreign Affairs Committee Chairman Brian Mast. Mast not only accepted donations from AnthroPAC but is also one of the leaders of the letter sent on November 4 holding Jensen Huang accountable.

At the corporate governance level, Richard Fontaine, CEO of the Center for a New American Security, has served as a member of Anthropic's long-term interest trust since June 2025, which controls the nomination rights for a majority of the board seats. The research framework of that think tank targeting chip smuggling precisely constitutes the accountability blueprint now directed against Nvidia.

Capital Time Window Behind Continuous Coincidences

The journalist disclosing spy narratives has long-standing sources who are precisely the rival's founders; the media amplifying emotional relationships had just gained exclusive endorsements from competitors; those igniting controversy on social networks were former subordinates of rival executives; legislators demanding resignations had previously received the rival's political donations.

Moreover, the formal clarification from Singapore is worth deeper reflection. In response to earlier rumors about investigating Alice Huang, the Ministry of Home Affairs of Singapore issued a formal written statement on October 31, firmly denying ever conducting such an investigation. However, mainstream global media curiously remained silent on this matter.

In the absence of substantial evidence, the spy narrative gradually becomes unsustainable, and public opinion quickly shifts to private moral scandals. All this concentrated public outcry coincidentally happens at a sensitive juncture when Nvidia's market value is experiencing drastic fluctuations, and Anthropic is about to launch a historical IPO valued at approximately $61 billion.

The Luxurious Lobbying Team Across Two Administrations

While advancing capital market and policy demands, Anthropic has assembled a Washington think tank matrix spanning core functional departments of two U.S. administrations:

· From the Biden administration: Tarun Chhabra serves as the national security policy director, having previously been the tech and national security coordinator at the National Security Council;

· Ben Buchanan currently at Anthropic previously served as a White House AI advisor and core architect of chip proliferation rules;

· Elizabeth Kelly currently at Anthropic previously served as the director of the U.S. Artificial Intelligence Safety Institute;

· Joel Meyer in charge of federal civilian public sector business previously held senior positions at the Department of Homeland Security and set up its first AI task force;

· Benjamin Della Rocca and Kristine Lee, both of whom previously worked in the National Security Council staff;

· From the Trump administration: Chris Liddell serves as a board member and was previously the White House deputy chief of staff;

· Sihao Huang serves as the frontier computing strategy director and was previously a senior advisor for AI at the White House Office of Science and Technology Policy;

· Sarah Heck serves as the policy director and has previously worked at the National Security Council;

· Mary Croghan is in charge of policy operations in Washington, D.C., and has previously worked in the White House Office of Cabinet Affairs.

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