Nvidia GB300 GPUs Power Anthropic Models as Taiwan Raids Spark 9% Drop
NVDA•Taiwanese prosecutors raided Super Micro’s Taiwan office and related sites in a probe into alleged smuggling of Nvidia AI chips to China, sparking a 9% intraday drop in Super Micro shares. Anthropic has launched its Claude AI models on Microsoft Azure using Nvidia GB300 Blackwell GPUs, enhancing enterprise inference efficiency.
1. Taiwan Enforcement Action Expands Chip Export Probe
Taiwanese prosecutors raided Super Micro’s Taiwan office, residences of six individuals and three affiliated firms to investigate alleged smuggling of Nvidia AI chips to China. The move represents Taiwan’s first public enforcement action on AI chip diversion and signals potential for new criminalization of unauthorized exports.
2. Super Micro Share Reaction
Super Micro’s stock plunged as much as 9% intraday on the raids before recovering some losses, reflecting investor concern over supply chain disruptions and legal exposure. The probe also targeted other distributors like Albatron Technology and data center operator Chief Telecom, broadening perceived risk across the AI hardware ecosystem.
3. Anthropic Deploys Claude on Nvidia GB300 GPUs
Anthropic made its Claude AI models available on Microsoft Azure powered by Nvidia’s GB300 Blackwell GPU systems, marking the models’ first deployment on Nvidia hardware. The integration leverages NVL72 systems with InfiniBand networking and includes NVIDIA Verified Agent Skills to boost inference efficiency and reduce enterprise AI workload costs.
4. Implications for Nvidia
The raid introduces regulatory uncertainty that could constrain Nvidia’s chip exports, while the Anthropic partnership underscores robust demand for Nvidia’s AI accelerators. Combined, these developments highlight both risk and growth drivers that investors must weigh for Nvidia’s near-term outlook.
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