特朗普总统周四授权对涉嫌今年第三次将英伟达先进人工智能芯片转运至中国的公司进行打击，甚至在批准前还咨询了埃隆·马斯克。
President Trump on Thursday authorized a crack down on companies suspected of diverting Nvidia's advanced AI chips to China for the third time this year — even consulting Elon Musk before giving the go-ahead.
- 一位政府官员一再从中阻挠：商务部长霍华德·卢特尼克。
• One administration official has repeatedly stood in the way: Commerce Secretary Howard Lutnick.
为何重要：这场对峙表明，阻止美国技术落入中国之手的努力出现了裂痕。与此同时，外界也在疑惑，为什么特朗普政府尚未对这家处于芯片走私嫌疑和间谍丑闻中心的公司采取行动。
Why it matters: This standoff illustrates a breakdown in efforts to keep American technology out of China's hands as the world wonders why the Trump administration has not taken action against the company at the center of suspected chip smuggling — and an espionage scandal.
- 本报道根据对六位高层消息人士的采访整理而成，他们听取了相关讨论，或在某些情况下得知了讨论内容。
• This report was assembled from interviews with six high-level sources who were briefed on or, in some cases, heard the discussions. Inside the room:
会议内幕：周四，当间谍丑闻震动政府之际，卢特尼克在情况室与财政部长斯科特·贝森特、国防部长皮特·赫格塞斯、美国贸易代表贾米森·格里尔以及国家安全顾问兼国务卿马可·卢比奥会面。
On Thursday, as the spy scandal rocked the administration, Lutnick met in the Situation Room with Treasury Secretary Scott Bessent, Defense Secretary Pete Hegseth, U.S. Trade Representative Jamieson Greer and National Security Adviser and Secretary of State Marco Rubio.
- 会上，贝森特质问卢特尼克，为什么他的部门一直抵制实施出口管制，尤其是针对处于间谍丑闻中心的公司Megaspeed。与会者站在贝森特一边。
• During the meeting, Bessent confronted Lutnick about why his department has resisted implementing the export controls, particularly on Megaspeed, the company at the center of the spy scandal. The group sided with Bessent.
- 卢特尼克似乎同意了，但随后低声嘟囔道：“我得跟总统确认一下。”
• Lutnick appeared to agree, but then muttered under his breath, "I need to check with the president."
摩擦点：消息人士称，卢特尼克这句看似无害的话引发了担忧，因为官员们一再以为商务部会实施出口管制，结果却什么也没发生。
Friction point: Lutnick's seemingly innocuous comment raised concerns, the sources said, because officials have repeatedly believed the Commerce Department would impose the export controls, only to have nothing happen.
- “他在拖延，”一位官员说，并描述了卢特尼克此前如何私下与总统会面，让他改变对出口限制的想法。
• "He's stalling it out," said one official, describing how Lutnick had previously met privately with the president to change his mind about the export limit.
- “霍华德和这个问题一直令人担忧，”另一位说。
• "This is an ongoing concern with Howard and this issue," said another.
这一次房间里有人戳穿了他的虚张声势，说：“太好了。那我们为什么不今天就做？”
This time one person in the room called his bluff by saying: "Great.
- 下午5点左右，一行人前往椭圆形办公室。
Why don't we do it today?" • Around 5pm, the group headed to the Oval Office.
- 特朗普致电技术顾问埃隆·马斯克，同意推进此事。马斯克支持卢比奥、贝森特、格里尔和赫格塞思关于实施管制的理由，而卢特尼克警告说，这“将与中国引发一场贸易战”。
• Trump called tech advisor Elon Musk and agreed to move forward. Musk supported Rubio, Bessent, Greer and Hegseth's case to impose the controls while Lutnick warned it "will start a trade war with China."
- 一位消息人士说：“每个人都反驳说，中国已经在对我们做卢特尼克警告会发生的事。”
• "Everyone argued back that China is already doing to us what Lutnick warned would happen," a source said.
幕后：卢特尼克是唯一的反对者，特朗普做出了决定：“我们就这么办吧。”但就在所有人都走出椭圆形办公室后，卢特尼克又提出了一项新的拖延策略。
Behind the scenes: With Lutnick the lone holdout, Trump made his decision: "Let's get it done." But once everyone was outside of the Oval Office, Lutnick proposed a new delay tactic.
- “我会拟定一些方案再回来，”他说。
• "I'll develop some options and come back," he said.
- “大家都说：‘不，不，决定已经做了。他妈的去执行吧，’”一位消息人士说。“唉，这事到现在还没发生。”
• "Everyone was like: 'No, no, the decision's been made. Go fucking execute,'" one source said. "Well, it still hasn't happened." The other side:
另一方：商务部发言人克里斯滕·艾查默否认贝森特与卢特尼克对峙，并拒绝立即对其他指控置评。
Commerce Department spokesperson Kristen Eichamer denied that Bessent confronted Lutnick and would not immediately comment on the other allegations.
回顾：至少在三个不同场合——5月、8月和11月5日——特朗普批准对涉嫌将英伟达芯片转运至中国的行为采取行动。
Flashback: On at least three separate occasions — in May, August, and Nov. 5 — Trump approved taking action against suspected diversions of Nvidia chips to China.
- 但卢特尼克和商务部副部长杰弗里·凯斯勒顶住了贝森特等人要求推进的压力。
• But Lutnick and Commerce Undersecretary Jeffrey Kessler resisted pressure from Bessent and others to move forward.
- 5月，一份高度机密的备忘录被分享给总统和其他官员，其中警告了黄仁勋与爱丽丝·黄之间的关系。爱丽丝·黄是Megaspeed的员工，被美国情报部门怀疑是中国特工。
• In May, a highly classified memo warning about Jensen Huang's relationship with Alice Huang, a Megaspeed employee suspected by U.S. intelligence of being a Chinese agent, was shared with the president and other officials.
- 据消息人士称，在随后的一次会议上，贝森特、国家情报总监杰伊·克莱顿、赫格塞思和白宫官员敦促卢特尼克和凯斯勒采取行动，“而他们拒绝了”。
• In a subsequent meeting, Bessent, Director of National Intelligence Jay Clayton, Hegseth and White House officials pressed Lutnick and Kessler to act, the source said, "and they were refusing." Catch up quick:
快速了解：特朗普政府去年宣布将放宽对英伟达H200芯片对华销售的出口管制——英伟达为此大力游说。
The Trump administration last year announced it would loosen export controls on Nvidia H200 chip sales to China — something Nvidia has lobbied hard for.
- 特朗普对中国出口管制采取了更宽松的态度，同意允许英伟达H200芯片销售，以换取25%的关税。该芯片较旧但仍很强大。
• Trump has taken a more lax approach to export controls on China, agreeing to allow sales of Nvidia's H200 chips, which are older but still powerful, in exchange for a 25% tariff.
- 早在与黄爱丽丝的恋情之前，黄仁勋就一直在推动开拓中国市场。
• Long before the affair with Alice Huang, Jensen Huang has pushed for tapping into the Chinese market.
- 这位身处AI热潮中心的CEO，而特朗普决心要赢得这场热潮，他在很大程度上成功说服了特朗普和卢特尼克：向中国出售性能较弱的芯片有利于国家安全，因为这能阻止中国发展自己的替代产品，让对手继续依赖美国。
• The CEO at the center of an AI boom Trump is dead set on winning has largely been successful at convincing Trump and Lutnick that selling less powerful chips to China is good for national security because it prevents China from developing its own alternatives and keeps the adversary dependent on the U.S.
核心要点：尽管卢特尼克领导的部门正是出口管制政策的核心，但特朗普才是最终决策者。
The bottom line: While Lutnick oversees the department squarely at the center of export control policy, Trump is the ultimate decider.