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美国商务部员工推动限制中国 AI 实验室远程使用受限芯片

The Information@theinformation
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Nvidia 反对、商务部长等特朗普点头，这条独家把美国芯片管制的内部博弈讲清楚了。做中国 AI 业务或关注算力供应链的人值得看看，算力租用这条路可能要变窄。

据 The Information 独家报道，美国商务部员工正在推动新规，限制中国 AI 实验室通过远程访问方式使用受限芯片。此举针对的是中国企业租用海外数据中心算力、间接获取被禁运芯片（如 Nvidia H100）的路径。

Image · The Information
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Nvidia 对此展开了强力游说反对，因为远程访问限制会进一步压缩其面向中国相关客户的业务空间。商务部长 Howard Lutnick 则表示，在没有 Trump 明确指示的情况下不会推进出口管制调整。

这一内部分歧显示出美国出口管制政策的实际走向取决于白宫态度，而非商务部技术官僚。对中国 AI 公司来说，海外算力租用通道面临收紧风险。

Original · The Information

Exclusive: Commerce Department staffers are pushing for new limits on Chinese AI labs' remote access to restricted chips, which Nvidia has lobbied especially hard against.

But Secretary Howard Lutnick has signaled he won't move on export controls without Trump's instruction.

Full story: https://t.co/VWTzgwRoaK

Industry Coordinates & Source Verification

This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to US-China foundation model benchmarks and commercialization comparison and AI regulation, compliance frameworks, and sovereign compute policy. Key entities and technical topics under continuous tracking include Nvidia, 出口管制, 芯片, AI政策.

Source attribution: curated from The Information (@theinformation).

#Nvidia#出口管制#芯片#AI政策

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