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英伟达的中国芯片制造商对手看到机会Nvidia's Chinese chipmaker rivals see opportunity

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佛罗伦萨·洛/路透社Florence Lo/Reuters

与英伟达相关的企业间谍指控,加上美国国内对数据中心建设日益增长的政治反对,有可能重塑超级大国的科技竞赛,尽管方向各不相同。

Allegations of corporate espionage tied to Nvidia alongside growing political opposition to data center construction in the US have the potential to reshape the superpower tech race, albeit in differing directions.

英伟达首席执行官一直是美国限制对华半导体设备销售的关键反对者;而路透社专栏作家写道,围绕他不忠行为的争议“可能有助于竞争对手华为”,但“如果华盛顿收紧出口管制,北京方面的损失会更大”。不过,一位驻北京的研究人员对《金融时报》表示,民主党在上周中期选举中的重大胜利可能会减缓美国人工智能数据中心的部署,为中国提供“一个难得的窗口”。一位经济学家补充说:“中国会把任何放缓……视为在人工智能竞赛中追赶的机会。”

Nvidia’s CEO has been a key opponent of US restrictions on semiconductor equipment sales to China; while the controversy over his infidelity “may help rival Huawei,” a Reuters columnist wrote, “Beijing has more to lose if Washington tightens export controls.”But major Democratic wins in last week’s midterm elections may slow the US rollout of AI data centers, offering China “a rare window,” a Beijing-based researcher told the Financial Times. “China will see any slowdown … as an opportunity to catch up in the AI race,” an economist added.

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