北京，11月12日——三位熟悉此事的人士称，中国人工智能公司正尝试在中国境外的数据中心租用搭载英伟达（Nvidia）芯片的计算资源，担心该芯片制造商首席执行官黄仁勋的丑闻可能促使华盛顿收紧对其远程使用先进处理器的限制。
BEIJING, Nov 12 - Chinese artificial intelligence companies are trying to rent Nvidia-powered computing capacity at data centres outside China, concerned that a scandal involving the US chipmaker’s chief executive Jensen Huang could spur Washington to tighten restrictions on their remote use of advanced processors, three people familiar with the matter said.
此举凸显中国科技公司对美国出口管制可能收紧的担忧。为保护美国在关键领域的主导地位，华盛顿限制向中国出口英伟达最先进的人工智能芯片，但中国公司仍可通过在海外数据中心租用计算能力远程使用这些处理器。
The moves underline concern among Chinese technology companies over the potential closing of a gap in US export controls. Seeking to protect US dominance of the critical sector, Washington restricts exports to China of Nvidia’s most advanced artificial intelligence chips, but Chinese companies can access such processors remotely by renting computing power at data centres overseas.
一位大型中国云服务提供商内部曾讨论是否锁定海外英伟达芯片容量，另有公司已联系数据中心运营商预订该容量，消息人士称。由于事关敏感，这些人士拒绝透露姓名，也未透露该云服务提供商的名称。
A major Chinese cloud provider has discussed internally whether to lock in overseas Nvidia chip capacity, while some companies have contacted data-centre operators about reserving it, the people said. The people declined to be identified, or to identify the cloud provider because of the sensitivity of the matter.
两位消息人士表示，较小的人工智能实验室也在考虑采取类似措施，包括联系东南亚的主要租用计算资源供应商。
Smaller AI labs are considering similar steps, including approaching major providers of rented computing power in Southeast Asia, two of the people said.
这些公司担心，围绕黄仁勋的争议可能为《远程访问安全法案》（Remote Access Security Act，RASA）增添政治动力。该法案若通过，将赋予商务部监管对受限技术的远程、基于云的访问的权力。众议院已于1月以369票对22票通过该法案，现正等待参议院行动。
The companies fear the controversy surrounding Huang could add political momentum to the Remote Access Security Act, or RASA, a US bill that would give the Commerce Department authority to regulate remote, cloud-based access to restricted technology, the people said. The House of Representatives passed the bill in January by a 369-22 vote, and it awaits Senate action. Advanced Nvidia processors are used to train and run the large AI models behind chatbots and other generative AI products.
先进的英伟达处理器用于训练和运行聊天机器人及其他生成式人工智能产品背后的大型模型。限制海外云访问将使中国开发者在不直接进口芯片的情况下获取高端计算能力变得更加困难。
Restricting overseas cloud access would make it harder for Chinese developers to obtain high-end computing power without importing the chips directly. Huang said on Sunday that he had been unfaithful to his wife.
黄先生周日表示，他已出轨其妻。据《纽约时报》报道，涉事女子是前新加坡云计算公司Megaspeed执行官兼前首席执行官黄女士（Alice Huang），美国当局认定她是中国情报机构的资产。路透社未能独立验证该指控，中国方面否认了该说法。
The New York Times reported that the woman involved was Alice Huang, a former executive at Singapore-based cloud-computing company Megaspeed, and that US authorities had concluded she was a Chinese intelligence asset. Reuters could not independently verify that allegation, which China has denied. Alice Huang had business dealings and investment ties with several leading Chinese technology companies, including Tencent and Alibaba, according to two people familiar with the matter.
根据两名熟悉事态人士的说法，黄女士与多家领先的中国科技公司保持商业往来和投资关系，包括腾讯和阿里巴巴。腾讯和阿里巴巴未立即回应置评请求。
Tencent and Alibaba did not immediately respond to requests for comment. Singapore business filings show that Alibaba subsidiary Apex Enterprise Solutions provided financing to Speedmatrix, a Malaysian company linked to Megaspeed, according to records reviewed by Reuters.
根据路透社审阅的新加坡商业登记资料，阿里巴巴子公司Apex Enterprise Solutions向Speedmatrix公司提供融资，该公司是一家与Megaspeed关联的马来西亚公司。
Megaspeed has faced scrutiny over suspicions that it helped Chinese customers gain access to advanced Nvidia chips subject to US export controls.
Megaspeed因涉嫌帮助中国客户通过美国出口管制限制获取先进Nvidia芯片而受到审查，该公司否认非法将芯片转移至中国。
The company has denied illegally diverting chips to China.
Nvidia、Megaspeed和美国商务部未立即回应置评请求。
Nvidia, Megaspeed and the US Commerce Department did not immediately respond to requests for comment.
GREY-MARKET BUYING 严格执法的前景也推动了中国灰色市场对受限制Nvidia AI芯片的需求，据两名相关人士表示，交易商和中间商开始囤积这些处理器。
GREY-MARKET BUYING The prospect of tougher enforcement has also fuelled demand for restricted Nvidia AI chips in China’s grey market, prompting traders and intermediaries to start stockpiling these processors, two of the people said.
相关人士称，购买者担心争议可能引发美国对向中国走私先进芯片和AI服务器的更广泛打击。
They said buyers fear the controversy could prompt a broader US crackdown on smuggling of advanced chips and AI servers into China.
一所与人民解放军深度联系的中国大学上月购入Nvidia强大的H200 AI芯片，尽管该大学已列入美国出口黑名单，据采购记录显示，这凸显了华盛顿遏制中国获取先进技术努力中的漏洞。
A Chinese university with deep ties to the People’s Liberation Army bought Nvidia’s powerful H200 AI chips last month despite being on a US export blacklist, procurement records show, highlighting gaps in Washington’s efforts to curb China’s access to advanced technology.
3月，美国检察官指控Super Micro Computer联合创始人Yih-Shyan “Wally” Liaw及另外两人，称他们在东南亚一家公司的协助下，策划将含Nvidia芯片的服务器转移至中国。
US prosecutors in March charged Super Micro Computer co-founder Yih-Shyan "Wally" Liaw and two others with conspiring to divert servers containing Nvidia chips to China through a Southeast Asia-based company.
检察官称，该公司于2024年至2025年期间从Super Micro购买了约25亿美元的服务器，且大部分被转移至中国。被告尚未被定罪。NVDA现在是否是一个好买点？
Prosecutors said the company bought about $2.5 billion of servers from Super Micro between 2024 and 2025, and that a substantial portion was diverted to China. The defendants have not been convicted. Is NVDA a bargain right now?
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