据《金融时报》周二报道，英伟达已指示其数据中心合作伙伴限制与中国客户的业务往来，要求云计算服务提供商至少将51%的服务销售给非中国公司。
Nvidia has instructed its data centre partners to limit business with Chinese customers, requiring cloud computing providers to sell at least 51% of their services to non-Chinese companies, the Financial Times reported on Tuesday.
据《金融时报》引述五位知情人士透露，该规定适用于新合同，现有协议不受影响。
The rule applies to new contracts, leaving existing agreements untouched, according to five people familiar with the matter cited by the FT.
据报道，英伟达通过其销售团队和区域团队口头传达了这一要求，而非发布书面指示。此前，该公司从未实施过此类限制。
Nvidia reportedly communicated the requirement verbally through its sales force and regional teams rather than issuing written instructions. The company had not previously imposed such a restriction.
当法新社就此事向英伟达置评时，该公司既未证实也未否认这一举措。
Nvidia neither confirmed nor denied the move when AFP approached it.
英伟达在一份声明中表示：“除非美国的AI基础设施在全球获胜，否则美国无法赢得AI竞赛。”该公司辩称，美国政策鼓励云服务提供商基于美国技术构建其服务。
“America cannot win the AI race unless America’s AI infrastructure wins worldwide,” the company said in a statement, arguing that US policy encourages cloud providers to build their services on American technology.
据报道，这一限制为中国科技公司开发AI模型增添了另一障碍。许多中国公司依赖从中国境外的云服务提供商租用算力来训练其系统。多年来，华盛顿一直试图堵住这一途径，以防止美国先进芯片流向中国客户。
The reported restriction adds another obstacle for Chinese technology companies developing AI models. Many rely on computing capacity rented from cloud providers outside China to train their systems. Washington has tried for years to close this route as it seeks to prevent advanced US chips from reaching Chinese customers.
走私提供了另一种规避限制的途径。自2022年以来，美国限制向中国销售英伟达最先进的芯片，但相关硬件仍持续流入该国。
Smuggling has provided another way around those restrictions. The US has limited sales of Nvidia’s most advanced chips to China since 2022, but the hardware continues to enter the country.
今年早些时候，服务器制造商超微电脑的多名高级员工被指控走私约25亿美元价值的英伟达AI服务器进入中国。
Earlier this year, several senior employees at server maker Super Micro were charged with smuggling around $2.5bn worth of Nvidia AI servers into China.
北京则朝相反方向迈进。一年前，它禁止外国AI芯片进入国家资助的数据中心，以支持包括存储芯片制造商长鑫存储在内的国内供应商。
Beijing has been moving in the opposite direction. A year ago, it banned foreign AI chips from state-funded data centres to support domestic suppliers, including memory maker CXMT.
针对《金融时报》的报道，中国外交部发言人毛宁表示不知情。她补充称，北京希望各方为各国企业提供“公平、透明、非歧视的营商环境”。
Asked about the FT report, Chinese foreign ministry spokeswoman Mao Ning said she was not aware of it. She added that Beijing hoped all parties would provide a “fair, transparent and non-discriminatory business environment” for companies from every country.
英伟达是全球市值最高的公司，也是全球人工智能基础设施建设的核心供应商。其业务范围已超越芯片销售：该公司还为数据中心融资提供支持。
Nvidia is the world’s most valuable company and a central supplier to the global AI infrastructure build-out. Its involvement extends beyond chip sales: the company also backs data centre financing.
据报道，这项限制将赋予其另一种影响力，以左右基础设施的部署地点以及哪些客户能够使用这些基础设施。
The reported restriction would give it another way to influence where that infrastructure operates and which customers can access it.