
知情人士透露,随着用于为人工智能相关项目提供动力的芯片支出飙升,华为技术有限公司已从中国各银行获得150亿元人民币(折合22.5亿美元)的贷款。
Li Huawei Technologies Co. has secured a 15 billion yuan ($2.25 billion) loan from Chinese banks, according to a person familiar with the matter, as spending on chips to power artificial intelligence related projects soars.
知情人士称,这笔为期七年的离岸人民币计价贷款由中国银行股份有限公司、中国建设银行股份有限公司和中国工商银行股份有限公司等六家中国放贷机构提供。因讨论私密事项,知情人士要求匿名。知情人士还表示,贷款资金将用于一般公司用途。
The seven-year offshore yuan denominated loan was provided by six Chinese lenders, including Bank of China Ltd., China Construction Bank Corp. and Industrial & Commercial Bank of China Ltd., the person said, asking not to be identified discussing private matters. The proceeds will be used for general corporate purposes, the person added.
自美国于2019年对华为实施限制以来,这笔交易凸显了国内放贷机构在华为离岸融资需求中所发挥的关键作用。这家电信巨头已崛起为事实上中国的国家芯片制造领军企业,并且是北京实现主导人工智能以及用本土替代品取代美国软件和电路这一目标的核心少数企业之一。
The deal highlights the key role domestic lenders play in Huawei’s offshore funding needs since the US imposed restrictions on it in 2019. The telecom titan has emerged as China’s de facto national chipmaking champion and is one of a handful of firms central to Beijing’s goal of dominating AI and replacing American software and circuitry with local equivalents.
知情人士表示,在敲定这笔贷款之前,华为曾与国际银行进行过初步探讨。
Before finalizing the loan, Huawei held exploratory talks with international banks, people familiar with the matter said.
华为、中国银行、中国建设银行和中国工商银行未立即回应置评请求。
Huawei, BOC, CCB and ICBC didn’t immediately respond to requests for comment.
今年上半年,该公司将研发支出提高至1210亿元人民币后,其资金需求依然强劲。与此同时,飙升的存储芯片成本促使其囤积物资,导致出现399亿元人民币的负现金流,从而侵蚀了其在该时期的利润。
The company’s demand for funding remains robust after boosting research spending to 121 billion yuan in the first half this year. Meanwhile, skyrocketing memory costs have prompted it to stock up on supplies, leading to negative cash flow of 39.9 billion yuan, which eroded its profit in the period.
根据彭博社汇编的数据,最新融资是华为自2020年筹集118亿港元(折合15亿美元)贷款以来首笔离岸银团借款。在2019年之前,华为曾是国际市场上的偶发借款人,向欧洲、美国和亚洲的银行银团筹措了数十亿美元的离岸贷款。
The latest financing is Huawei’s first offshore syndicated borrowing since 2020, when it raised an HK$11.8 billion ($1.5 billion) loan, according to Bloomberg-compiled data. Prior to 2019, Huawei was an occasional borrower in the international market, tapping syndicates of European, US and Asian banks for billions of dollars of offshore loans.
上个月,中国人工智能先驱深度求索(DeepSeek)公开发布了其与华为共同创建的用于编程人工智能芯片的软件,反映出双方日益加深的联系。深度求索计划在其位于内蒙古建设的大型数据中心部署至少16万个华为的顶级加速器,这可能会打造出该公司人工智能芯片已知最大规模的集群之一。
Last month, Chinese AI pioneer DeepSeek publicly released software it created with Huawei to program AI chips, reflecting the deepening ties between the two. DeepSeek plans to deploy at least 160,000 of Huawei’s top accelerators at a massive data center it’s building in Inner Mongolia, which could create one of the largest known clusters of the company’s AI chips.
知情人士早些时候表示,深度求索希望购买更多华为最好的芯片,但该公司目前尚无生产能力。
DeepSeek wants to purchase more of Huawei’s best chips, people familiar with the matter said earlier, but the company doesn’t currently have the production capacity.