有记录以来的第一个“美人计”导致了一次剃发。参孙在战场上所向无敌，却在黛利拉面前神魂颠倒，后者趁他熟睡时剪掉了他的头发。随着头发一起失去的，还有他力量的秘密。
The first recorded honey trap led to a haircut. Samson was undefeated in battle but swooned before Delilah, who snipped away while he slept. With his locks went the secret of his power.
黄仁勋的力量不在于他的头发，甚至也不在于他那件标志性的皮夹克，而在于他教会了沙子思考。作为英伟达的创始人兼首席执行官，他押注游戏将被人工智能取代，而这场赌局赢了。他的公司市值达4万亿美元，但金钱并不能提供保护。和参孙一样，他承认了一个与时间一样古老的弱点。
Jensen Huang’s power lies not in his hair, nor even in his trademark leather jacket, but in the sand he has taught to think. As founder and CEO of Nvidia, he took the bet that gaming would be displaced by artificial intelligence, and that gamble has paid off. His company is worth $4tn, but the money was no defence. Like Samson, he has confessed to a weakness as old as time.
周日，黄仁勋告诉员工，他对妻子不忠。这本可能只是一桩个人失检，却因一个全新的角度而变得不同：这一代的黛利拉——黄爱丽丝（与黄仁勋无亲属关系）——在Megaspeed工作，这是一家新加坡公司，可能一直在违反贸易禁令，将英伟达芯片转运到中国。
On Sunday Huang told staff he had been unfaithful to his wife. What could have been a personal indiscretion took on a whole new angle because this generation’s Delilah – Alice Huang (no relation) – works at Megaspeed, a Singaporean firm which may have been breaking trade bans by siphoning Nvidia chips to China.
《纽约时报》的一篇报道称，中国国家安全部——这个共产主义国家的情报机构——招募了她，可能是在这段关系开始之后，目的是收集关于英伟达最先进处理器的枕边话，并引诱他去敦促他人消除障碍，让北京直接获得这些硅晶圆。中国政府称这是诽谤，但它当然会这么说，不是吗？
A report in the New York Times alleges that China’s ministry of state security, the Communist state’s intelligence agency, recruited her, possibly after the relationship had begun, to collect bytes of pillow talk on Nvidia’s most advanced processors and tempt him to urge others to lift the obstacles to Beijing getting the silicon wafers direct. China’s government calls this slander, but then it would say that, wouldn’t it?
据《纽约时报》报道，总统几个月前就被告知了此事，但两位黄（他和她）直到这个周末才察觉到这场针对他们的行动。
According to the New York Times, the president was told months ago, yet both Huangs (he and she) were oblivious to the operation following them until this weekend.
为什么一个敌对情报机构会盯上这家政治上最重要的制造商之一的亿万富翁创始人，这不需要太多解释。每一件正在改变世界、或威胁或保护未来的产品，似乎都建立在英伟达芯片之上。
Why a hostile intelligence agency would go after the billionaire founder of the most politically important manufacturer doesn’t require much explaining. Every product that’s changing the world, or threatening or protecting the future, seems to be built on an Nvidia chip.
它们的设计使得处理器能够完成那些让我们误以为计算机会思考的数学运算。为你手机上聊天机器人提供动力的大语言模型，以及读取卫星图像、或将传感器数据与武器瞄准系统相结合的系统，都是在成千上万块此类芯片组网后进行训练和运行的。这些数据中心因耗尽美国电网、并在海湾国家以及更缓慢地在英国组建而招致了美国选民的愤怒。
Their design means that the processors do the maths that fool us into believing computers can think. Large language models that power the chatbot on your phone and the systems that read satellite imagery, or combine sensor data and weapon-targeting systems, are trained and run on thousands of them wired together. These are the data centres that drew the ire of American voters as they drain the US grid and are being assembled in the Gulf and, more slowly, Britain.
越来越清楚的是，谁掌控这些晶圆、谁能更快训练模型，谁就能推翻过去的神殿围墙，编写一个截然不同的未来。这就是为什么华盛顿自2022年起禁止向中国出售最先进的芯片。毫不意外，北京一直在寻找绕过这些限制的方法。
It’s becoming increasingly clear that whoever commands these wafers and trains their models faster will pull down the walls of the temple on the past and code a very different future. That’s why Washington has banned the sale of the most capable chips to China since 2022. Unsurprisingly, Beijing has been looking for ways around those restrictions.
据称此次情报行动的头号目标是芯片本身，获取途径多种多样。据报道，Megaspeed的一家马来西亚姐妹公司在2024年6月至2026年2月期间，购买了至少48亿美元（约合38亿英镑）包含英伟达芯片的设备，美国检查人员发现这些设备仍封箱未拆、未安装。指控称，这些设备从未打算自用，而是用于转交他处。Megaspeed否认了这一指控。
The first prize of this alleged intelligence operation is the chips themselves, and there are plenty of ways to get them. It’s reported that a Malaysian sister company of Megaspeed bought at least $4.8bn (£3.8bn) of equipment containing Nvidia chips between June 2024 and February 2026, which US inspectors found still boxed up, not installed. The accusation is that they were never intended for use, but for onward delivery. Megaspeed denies this.
走私为深圳的芯片代工厂追赶进度争取了时间，但这并非朋友从与黄仁勋的一夜交往中能获得的唯一利益。黄仁勋是全球人脉最广的人之一，经常在白宫逗留，并常与美国总统交谈。
Smuggling buys time for Shenzhen-based chip foundries to catch up, but that’s not the only benefit that a friend could get from a night with Jensen. Huang is one of the best-connected people on the planet, regularly spends time in the White House and talks often to the US president.
黄仁勋一直是放宽中国购买英伟达芯片管制的有力倡导者。他促成了一项协议，允许美国政府从获准售予中国的芯片收入中分一杯羹。当然，这本身就符合他的利益，因为对其产品的竞争只会推高价格，但从北京的角度来看，每一点帮助都算数。
Huang has already been a powerful advocate for loosening controls on China’s purchase of Nvidia chips. He secured a deal that gives the US government a cut of the revenue on the chips it allows to be sold to China. Of course, that’s directly in his interest already, as competition for his product will only drive up the price, but from Beijing’s perspective every little helps.
第三，即使你不知道芯片里有什么，知道谁在订购芯片也有助于你了解他们的想法。这些芯片是卖给“爱国者”拦截导弹，还是卖给Anthropic或OpenAI，销售是在加快还是放缓？每一张发票都讲述着一个故事，这对在公开市场竞争的人或在乌克兰和波斯湾愈演愈烈的秘密地缘政治竞赛中竞争的人都有帮助。
Third, even if you don’t know what’s in the chips, knowing who’s ordering them helps you to know what they think. Are they being sold to power Patriot interceptor missiles, or are sales to Anthropic or OpenAI speeding up or slowing down? Every invoice tells a story that’s helpful to those competing in the open market or in the secret geopolitical race that has got hotter in Ukraine and the Persian Gulf.
然后，当然还有台湾。黄仁勋本人就来自这个地区，世界上如此多的芯片由台积电制造，而英伟达的设计正是在那里变为现实。北京对这座岛屿最著名的儿子感兴趣，这并不令人意外。
And then, of course, there’s Taiwan. Huang himself is from the territory that makes so much of the world sing with the chips made by TSMC, where Nvidia’s designs are made real. It’s no surprise that Beijing is interested in the island’s most famous son.
那么坏处是什么？如果他们成功了，他们就能获得更多芯片，可能还有驱动这些芯片的代码和秘密；如果他们的身份暴露，一位CEO的过早离职可能会打断世界上最先进制造商的生产，给中国自己的公司多一点追赶的时间。
And what’s the downside? If they succeed, they get more chips and possibly the codes and secrets that power them, and if their cover is blown, the premature ejection of a CEO could interrupt the production of chips at the world’s most advanced manufacturer and give China’s own firms a little more time to catch up.
这不仅仅是一个间谍故事；它关乎中国对整个世界的态度。北京不把军事和工业视为两个分开的领域，也不视为两场分开的斗争；它们都是同一场博弈中的参与者，而这场博弈是中共打算赢下的。
This isn’t just a spy story; it’s about China’s approach to the whole world. Beijing doesn’t see the military and industry as separate worlds, or separate struggles; they are all players in the same game, and one the Communist Party intends to win.
根据2017年《国家情报法》第七条，每一家中国公司、每一名学生和每一名公民在被要求时都有义务协助中共，所以即使爱丽丝·黄（Alice Huang）的这段风流韵事始于热烈的拥抱，对国家安全部来说，这不过是又一个机会。
Under Article 7 of the 2017 National Intelligence Law, every Chinese company, student and citizen is obliged to assist the Communist Party when asked, so even if Alice Huang began her fling in a passionate embrace, to the ministry of state security it was just another opportunity.
美国调查人员发现、《纽约时报》报道的，是一个古老的故事。黄仁勋发现的是，尽管他拥有力量和权势，他未来最大的威胁是他自己。国家安全部可能找到了一个弱点并加以利用。它今后肯定还会使用这类手段。毕竟，蜂蜜是甜的，而我们都有弱点。
What the American investigators discovered and the New York Times reported is a story as old as time. What Jensen Huang discovered is that, for all his strength and power, the greatest threat to his future is himself. The ministry of state security may have found a weakness and exploited it. It will certainly employ such tactics in the future. After all, honey is sweet and we all have our weaknesses.
汤姆·图根哈特（Tom Tugendhat）议员阁下是影子外交大臣、前安全事务大臣
Rt Hon Tom Tugendhat MP is shadow foreign secretary and a former security minister