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The US government requires licenses, impacting the export of Nvidia's H20 chips.

The US government requires licenses, impacting the export of Nvidia's H20 chips.

C1🇨🇳 中文🇺🇸 English

May 2nd, 2025

The US government requires licenses, impacting the export of Nvidia's H20 chips.

C1
Please note: This article has been simplified for language learning purposes. Some context and nuance from the original text may have been modified or removed.

🇺🇸 English

Semiconductor
半导体
industry
工业,产业
titan
巨头
Nvidia
英伟达
recently
最近
encountered
遇到
new
新的
export
出口
restrictions
限制
imposed
施加
by
the
這, 那, 這個, ...
United
联合的
States
合众国;州
targeting
针对
its
它的
H20
H20(英伟达AI芯...
chip,
芯片
a
一个
development
发展
that
那个,那种
came
来了;来到
as
正如,正如…一样
quite
相当地,颇为
a
一个
surprise.
意外,惊喜
Nvidia
英伟达
Corporation
株式会社
filed
提出;提交
a
一个
document
文件
on
在…(某日)
Tuesday
星期二
stating
声明;说明;陈述
that
那个,那种
the
這, 那, 這個, ...
U.S.
美国
government
政府
has
拥有;持有
informed
通知
them
他们;它们
that
那个,那种
a
一个
license
许可;执照
is
required
要求
for
为了;给
the
這, 那, 這個, ...
export
出口
of

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🇨🇳 中文

半导体产业巨头 Nvidia 最近遭遇了美国针对其H20芯片实施的新出口限制,这一变化颇具意外性。

英伟达公司于周二提交文件称,美国政府已告知,对中国出口 H20 人工智能芯片必须获得许可。该文件显示,此项许可要求将永久生效。美方表示,这样做是为了管控相关风险,担忧此芯片可能被用于建造中国的超级计算机。

英伟达公司预计其在截至 4 月 27 日的 2026 财年第一季度将承担 55 亿美元的费用;受此消息影响,该公司股票在盘后交易中下跌了约 6%。

根据美国当前及以往的出口规定,H20 是英伟达获准销往中国的最高端人工智能芯片。上周,NPR 的报道揭示,英伟达首席执行官黄仁勋可能在唐纳德·特朗普总统位于海湖庄园的晚宴上,通过承诺将在美国投资人工智能数据中心等方式,成功劝说美国政府不再对 H20 施加新的限制。

这也许不是偶然的巧合,英伟达在周一表示,在接下来的四年里,他们会投入数亿美元用于在美国本土生产一部分人工智能芯片,但批评人士很快就指出,该公司的这个承诺在具体的实施细节上显得有些模糊。

之前,很多政府官员都建议对 H20 芯片进行更严格的出口管理,因为据说这款芯片被用来训练中国一家新的人工智能公司 DeepSeek 的模型,其中有一个模型叫 R1 “推理”模型,它在一月份在美国人工智能市场引起了很大的关注。

英伟达公司拒绝就此事置评。

May 2nd, 2025

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