This analogy makes no sense. You and I can go use Claude right now. The government clearly doesn't think they are nukes. If the government wants to control this technology like a weapon then it should do that, but that's not what's happening.
If you listen to the interview, Dario is talking about the Trump trade deal with Nvidia being allowed to sell H200 chips to China, but the USA gets some taxes. He thinks it’s a bad deal for long term national security. He likens it to “selling NK nuclear weapons and bragging that the casings are made by Boeing”.
It’s not about AI/nukes being equivalents- it’s about making a bad deal with a rival, giving them something they want / reducing your superiority, just so you can brag about having made a deal.