商务部长霍华德·卢特尼克收到一份高度机密备忘录，警告英伟达首席执行官黄仁勋与涉嫌中国间谍黄爱丽丝的关系，多位知情人士向Axios透露。
Commerce Secretary Howard Lutnick was sent a highly classified memo warning about Nvidia CEO Jensen Huang's relationship with suspected Chinese spy Alice Huang, multiple sources familiar told Axios. Why it matters:
为何重要：卢特尼克主管负责防止敏感美国技术落入美国对手之手的机构。该警告引发疑问：在批准向中国关联实体出售先进英伟达芯片时，该部门如何权衡潜在安全风险。
Lutnick oversees the agency charged with keeping sensitive U.S. technology out of the hands of American adversaries. The warning raises questions about how the department weighed potential security risks as it cleared advanced Nvidia chip sales to China-affiliated entities.
新闻缘起据《纽约时报》报道，国务卿马可·鲁比奥主导起草了这份备忘录，详述黄仁勋与黄爱丽丝的关系，美国情报官员认为黄爱丽丝是中国情报人员。
Driving the news Secretary of State Marco Rubio oversaw the drafting of the memo detailing Huang's relationship with Alice Huang, who U.S. intelligence officials believe is a Chinese intelligence agent, according to The New York Times.
- 该备忘录依据对黄爱丽丝的监控及对其公司Megaspeed（迈速）的芯片走私调查起草，在特朗普总统5月13日至15日访华前流传。
• The memo, which drew on surveillance of Alice Huang and a chip-smuggling investigation into her company, Megaspeed, circulated before President Trump's trip to May 13–15 trip to China.
- 鲁比奥还在空军一号上直接向特朗普发出警告，当时专机在安克雷奇加油停留，黄仁勋加入了代表团。《纽约时报》周二报道，黄仁勋最初并未受邀参加。
• Rubio also warned Trump directly aboard Air Force One before a refueling stop in Anchorage where Jensen Huang joined the delegation. He hadn't initially been invited to participate, the Times reported Tuesday.
- 5月14日，路透社报道商务部已批准约10家中国公司采购英伟达H200芯片。
• On May 14, Reuters reported that the Commerce Department had cleared around 10 Chinese companies to purchase Nvidia's H200 chips.
- 部分出口批准早于该警告。英伟达2月披露已获得H200出口许可，黄仁勋3月告诉Axios记者伊娜·弗里德，公司持有覆盖中国客户的许可证。
• Some export approvals predated the warning. Nvidia disclosed in February it had received an H200 export license, and Huang told Axios' Ina Fried in March the company had licenses covering Chinese customers.
但目前不清楚这些批准最终如何转化为实际销售，因为尽管美国批准，中国政府已叫停部分芯片采购活动。
Yes, but It's unclear how those approvals ultimately translated into sales, as China's government has halted some chip-buying activity in spite of U.S. approvals.
- 据多家媒体报道，Megaspeed采购了数十亿美元的英伟达芯片。
• Megaspeed purchased billions of dollars' worth of Nvidia chips, according to multiple media outlets.
各方表态特朗普周一表示，情报官员可能曾向他展示过该备忘录，但他不记得了：“当然，它对我没产生多大影响。” • 商务部未予置评。
What they're saying Trump said on Monday that it was possible intelligence officials had shown it to him, but he didn't recall: "Certainly, it didn't make much of an impact on me." • The Commerce Department did not comment.
快速回顾自《纽约时报》首次报道这段关系以来，英伟达市值已蒸发约1万亿美元，尽管部分跌幅也源于中期选举中大量承诺放缓AI数据中心建设的民主党人当选。
Catch up quick Nvidia has been rocked by the scandal losing about $1 trillion in market value since the Times' first reported the relationship, although some of that decline also came after an overwhelming number of Democrats promising to slow an AI data-center buildout were elected in the midterms.
- 黄仁勋周日承认有过婚外情，英伟达董事会宣布启动独立调查。董事会表示对其领导力充满信心，并称没有理由相信国家安全机密遭到泄露。
• Huang acknowledged an affair Sunday, and Nvidia's board announced an independent investigation. The board expressed confidence in his leadership and said it had no reason to believe national security secrets were compromised. What to watch
值得关注关于政府处理英伟达CEO这段关系的新披露几乎每天都在出现。
New revelations continue to drop almost daily about the administration's handling of the Nvidia CEO's relationship.
两党议员均承诺展开调查并要求提供更多信息，包括要求黄仁勋下周进行闭门作证。
Lawmakers both parties have promised investigations and demanded more information, including closed-door testimony from Jensen Huang next week.
- 众议院外交委员会的民主党高层也要求卢特尼克就政府的芯片审批做出解释，“包括批准给与中国有令人担忧联系的公司，以及关于中国情报机构与英伟达CEO黄仁勋可能存在联系的惊人报道。”
• Top Democrats on the House Foreign Affairs committee have also demanded answers from Lutnick about the administration's chip approvals, "including to companies with concerning links to China and amid alarming reports of potential Chinese intelligence ties to Nvidia CEO Jensen Huang."