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英伟达称2025年已切断与Megaspeed的业务往来,但彭博发现其后仍有进口Nvidia says it cut off Megaspeed in 2025, but Bloomberg found later imports

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英伟达表示,该公司于2025年6月禁止向Megaspeed销售和运输所有产品,且禁令仍在继续,一名公司发言人向《华尔街日报》表示。自那时起,商务部已允许英伟达向其发送零部件和替换组件,该发言人称。

Nvidia says it banned all sales and shipments to Megaspeed in June 2025, and that the ban is still in place, a company spokesman told The Wall Street Journal. Since then, Commerce has allowed Nvidia to send it parts and replacement components, the spokesman said.

马来西亚贸易记录显示,Megaspeed于2025年11月至少进口了17,544颗英伟达GB300芯片,价值约7.87亿美元,麦肯齐·霍金斯为彭博社报道。英伟达向美国官员提供了通过硬件合作伙伴向Megaspeed销售的芯片数量。彭博社发现,该数量少了50,000个单位。Megaspeed仍是英伟达官方云合作伙伴。TNW未能独立核实上述报道。

Malaysian trade records show that Megaspeed imported at least 17,544 of Nvidia’s GB300 chips, worth about $787m, in November 2025, Mackenzie Hawkins reported for Bloomberg. Nvidia gave US officials a count of chips sold to Megaspeed through hardware partners. It was 50,000 units short, Bloomberg found. Megaspeed is still an official Nvidia Cloud Partner. TNW has not independently verified the reports.

Megaspeed是“黄仁勋风波”核心的新加坡公司。英伟达董事会在黄仁勋承认与Megaspeed高管艾丽丝·黄有染后,启动了一项独立调查。美国官员认为她是中国情报资产。中国已否认间谍指控。

Megaspeed is the Singapore company at the centre of the Jensen Huang affair. Nvidia’s board opened an independent investigation after Huang admitted an affair with Alice Huang, a Megaspeed executive. US officials believe she is a Chinese intelligence asset. China has denied the espionage claims.

英伟达向华盛顿通报的内容 2025年11月中旬,英伟达告诉彭博社,其库存检查发现一切都在应有位置。它还表示,已询问美国政府是否需要切断与Megaspeed的业务,并被告知不需要。

What Nvidia told Washington In mid-November 2025, Nvidia told Bloomberg that its inventory checks found everything where it should be. It also said it had asked the US government whether it needed to cut off Megaspeed, and was told no.

2025年12月,英伟达告诉彭博社,已检查了更多存放缺失硬件的仓库。它未说明找到了多少颗芯片。英伟达告诉华盛顿已访问的八家数据中心运营商中,有两家表示没有Megaspeed的硬件。英伟达对此拒绝向彭博社置评。Megaspeed最大的房东此后已将其作为租客剔除。

In December 2025, Nvidia told Bloomberg it had checked more warehouses that held the missing hardware. It did not say how many chips it found. Two of the eight data centre operators Nvidia told Washington it had visited said they had no Megaspeed hardware. Nvidia declined to comment on that to Bloomberg. Megaspeed’s largest landlord has since dropped it as a tenant.

大约三个月前,英伟达总法律顾问蒂姆·泰特在一次通话中告诉一名白宫官员,艾丽丝·黄在Megaspeed中“并不像她所说的那么重要”,一名知情人士透露。他说,由于围绕她的负面报道,英伟达已停止与Megaspeed开展业务。

About three months ago, Nvidia general counsel Tim Teter told a White House official that Alice Huang was “not as important” in Megaspeed as she made out, according to a person familiar with the call. He said that, because of the bad publicity around her, Nvidia had stopped doing business with Megaspeed.

关于新加坡的电话 2025年夏末,特特致电负责芯片出口管制的商务部副部长杰弗里·凯斯勒。他询问凯斯勒所在的工业与安全局是否在新加坡拘留爱丽丝·黄一事中发挥了作用。知情人士向彭博社透露,并没有。英伟达一名发言人表示,特特当时并不知情此事。

A call about Singapore In late summer 2025, Teter called Jeffrey Kessler, the Commerce under secretary in charge of chip export curbs. He asked whether Kessler’s Bureau of Industry and Security had a role in Singapore’s detention of Alice Huang. It did not, people familiar with the matter told Bloomberg. An Nvidia spokesperson said Teter did not know about the affair at the time.

据彭博社报道,尚不清楚特特是否向凯斯勒提出过任何具体要求。在随后的几周里,该局工作人员被告知,所有涉及英伟达的请求都要通过凯斯勒,或获得他的批准。知情人士称,这种做法极不寻常,且仅针对英伟达。工作人员还被告知,在对外沟通中不要提及美加速或其马来西亚子公司速矩阵。

It is unclear whether Teter made any specific requests of Kessler, according to Bloomberg. In the following weeks, bureau staff were told to route all requests of Nvidia through Kessler or get his approval. The people called that highly unusual, and unique to Nvidia. Staff were also told not to name Megaspeed or Speedmatrix, its Malaysian subsidiary, in external communications.

2025年底,正与该局共同处理美加速走私案的司法部要求该局暂停。彭博社报道称,尽管该局拥有足够的证据推进案件,但此后一直未取得进展。

In late 2025, the Justice Department, which was working on the Megaspeed smuggling case with the bureau, asked it to pause. The bureau has made no progress since, despite having enough evidence to move forward, Bloomberg reported.

“工业与安全局的所有执法都严格依法进行,”一名该局发言人表示。

“BIS conducts all enforcement strictly by the book,” a bureau spokesman said.

“我们致力于及时解决任何所谓的‘转移’指控,帮助政府和合作伙伴阻止任何潜在走私者,同时服务于那些帮助美国在全球取得胜利的合法客户这一关键市场,”英伟达一名发言人告诉彭博社。

“We work to resolve any allegations of ‘diversion’ promptly, to help government and our partners halt any would-be smugglers while serving the critical market of lawful customers that help America win worldwide,” an Nvidia spokesperson told Bloomberg.

新加坡的晚餐 据《纽约时报》报道,2023年12月,黄仁勋与一小群同事在新加坡一家意大利餐厅会见了爱丽丝·黄。她刚刚完成了美加速的重组。所有权变更四天后,英伟达将其命名为云合作伙伴,《纽约时报》周二报道。

A dinner in Singapore In December 2023, Jensen Huang and a small group of colleagues met Alice Huang at an Italian restaurant in Singapore, according to The New York Times. She had just restructured Megaspeed. Four days after its ownership change, Nvidia named it a cloud partner, the Times reported on Tuesday.

Megaspeed随后获得了超过40亿英伟达芯片的订单。2024年底,商务部派一名官员检查其一个数据中心,其中一些英伟达设备仍装在箱子里。那一年,台湾在美方建议下开始监控黄爱丽丝前往该岛的行程,一位知情人士向《纽约时报》透露。

Megaspeed went on to secure more than $4bn of Nvidia chips. In late 2024, the Commerce Department sent an official to inspect one of its data centres, where some Nvidia equipment was still packed in boxes. That year, Taiwan began monitoring Alice Huang’s trips to the island at the suggestion of the US government, a person familiar with the matter told the Times.

2025年,新加坡禁止她离境,并在一项涉及虚假进口申报的调查中对她进行了询问。该知情人士表示,针对她的调查因缺乏证据而结案,但新加坡仍在调查Megaspeed。她随后飞往上海。

In 2025, Singapore barred her from leaving and questioned her in a probe into false import declarations. The investigations against her were closed for lack of evidence, the person said, but Singapore is still investigating Megaspeed. She later flew to Shanghai.

Megaspeed坚决否认芯片转售指控。它告诉彭博社,新加坡的调查今年已结束,未对其采取任何不利行动。它表示,其向美国政府的联络未得到回应。英伟达和Megaspeed均拒绝向《纽约时报》置评。黄爱丽丝未回应《纽约时报》,彭博社也未能联系到她。

Megaspeed has categorically denied the chip diversion allegations. It told Bloomberg that Singapore’s probe ended this year with no adverse action against it. Its outreach to the US government went unanswered, it said. Nvidia and Megaspeed declined to comment to the Times. Alice Huang did not respond to the Times, and Bloomberg has been unable to reach her.

国会转向芯片销售问题 共和党参议员吉姆·班克斯和民主党参议员伊丽莎白·沃伦敦促商务部暂停或重新考虑英伟达的对华出口许可,彭博社报道称。他们的法案将暂时禁止英伟达向中国客户销售比H200更先进的任何芯片。议员们正在商谈将其加入年度国防法案,该法案通常在12月通过。

Congress turns to chip sales Senators Jim Banks, a Republican, and Elizabeth Warren, a Democrat, urged Commerce to suspend or reconsider Nvidia’s China export licences, Bloomberg reported. Their bill would temporarily bar Nvidia from selling Chinese customers any chip more advanced than the H200. Lawmakers are negotiating to add it to the annual defence bill, which typically passes in December.

“我们将努力确保这些条款进入《国防授权法案》的最终版本,”众议院民主党领袖哈基姆·杰弗里斯说。

“I think we’re going to work hard to make sure that those provisions make it into the final version of the National Defense Authorization Act,” House Democratic leader Hakeem Jeffries said.

参议员理查德·布卢门撒尔希望进行参议院调查,Semafor报道称。在众议院,三名委员会主席已要求黄爱丽丝于11月18日出席一次闭门简报会。

Senator Richard Blumenthal wants a Senate investigation, Semafor reported. In the House, three committee chairs have asked Huang to attend a closed briefing on 18 November.

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