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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.

C1zh-Hansen-US

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.

en-US

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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zh-Hans

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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