英伟达近日告诉部分云计算客户，减少对中国公司的风险敞口，据三位知情人士透露，这可能会缩小中国AI开发者获取先进算力的关键渠道之一。
Nvidia Tells Cloud Clients to Take on Less China Business Nvidia has recently told some cloud computing customers to reduce their exposure to Chinese companies, according to three people familiar with the matter, potentially narrowing a key route for China’s AI developers to access advanced computing power.
三位知情人士表示，这项指导意见部分旨在鼓励云服务提供商（包括英伟达支持的新兴云服务商）吸引更多元化的客户群体。该指导意见并非强制性，要求云客户提交芯片最终用户的身份信息。知情人士称，迄今为止，该指导意见尚未作为云服务商接纳中国客户的硬性规定执行。
The guidance is intended in part to encourage cloud providers, including Nvidia-backed neoclouds, to bring in a more diverse mix of customers, the three people said. The guidance, which isn’t mandatory, asks cloud customers to submit the identities of the end users of the chips. The guidance so far hasn’t been enforced as a hard rule for the cloud firms to take on Chinese customers, according to the people.
《金融时报》率先报道了英伟达要求降低对中国客户风险敞口的指示。该报报道称，该指导意见适用于未来合同，而非现有租赁协议，并通过销售人员和区域团队口头传达。
The Financial Times first reported Nvidia’s instructions to reduce exposure to Chinese customers. The guidance covers future contracts rather than existing leasing agreements and has been communicated verbally through sales staff and regional teams, the newspaper reported.
在海外租赁算力，让中国AI开发者无需进口芯片即可使用先进芯片，利用了美国出口管制的一个漏洞：该管制限制芯片运输，但通常不涵盖远程访问。据《信息》报道，美国官员正在调查中国AI公司获取先进芯片的情况，此前有指控称，Kimi的开发商月之暗面从中国境外数据中心获取了英伟达芯片。
Renting computing power overseas lets Chinese AI developers use advanced chips without importing them, taking advantage of a loophole in U.S. export controls that restrict chip shipments but don’t generally cover remote access. U.S. officials were investigating Chinese AI companies’ access to advanced chips after allegations that Moonshot AI, the developer of Kimi, accessed Nvidia chips from data centers outside China, The Information reported.