中国人工智能公司正试图在海外数据中心租用搭载英伟达芯片的算力，担心涉及该美国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，三位知情人士透露。
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.
这些举动凸显了中国科技公司对美国出口管制漏洞可能被堵上的担忧。为维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，但中国公司可通过在海外数据中心租用算力远程使用此类处理器。请在此处关注英伟达实时动态。
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. Follow Nvidia LIVE updates here.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.
知情人士称，一家中国主要云服务商已在内部讨论是否锁定海外英伟达芯片产能，一些公司已联系数据中心运营商商谈预订事宜。因事态敏感，上述人士拒绝透露身份或点出该云服务商名称。两位知情人士表示，规模较小的AI实验室也在考虑类似举措，包括接触东南亚主要算力租赁服务商。
The people declined to be identified, or to identify the cloud provider because of the sensitivity of the matter. Smaller AI labs are considering similar steps, including approaching major providers of rented computing power in Southeast Asia, two of the people said.
知情人士称，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》（RASA）增加政治动能。该美国法案将授权商务部监管对受限技术的远程云端访问。众议院于1月以369票赞成、22票反对通过该法案，目前等待参议院行动。
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.
先进英伟达处理器用于训练和运行聊天机器人及其他生成式AI产品背后的大型AI模型。限制海外云端访问将使中国开发者在不直接进口芯片的情况下更难获得高端算力。黄仁勋周日表示，他对妻子不忠。
Advanced Nvidia processors are used to train and run the large AI models behind chatbots and other generative AI products. 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.
《纽约时报》报道称，涉事女性为爱丽丝·黄，她曾任新加坡云计算公司 Megaspeed 的高管，美国当局认定她是中国情报资产。路透社无法独立核实该指控，中国已予以否认。
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.
据两名知情人士透露，爱丽丝·黄与包括腾讯和阿里巴巴在内的多家中国领先科技公司有业务往来和投资关系。腾讯和阿里巴巴未立即回应置评请求。
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. Tencent and Alibaba did not immediately respond to requests for comment.
据路透社查阅的记录显示，新加坡商业文件表明，阿里巴巴子公司 Apex Enterprise Solutions 曾向 Speedmatrix 提供融资，后者是一家与 Megaspeed 有关联的马来西亚公司。
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.
Megaspeed 因涉嫌帮助中国客户获取受美国出口管制的先进英伟达芯片而受到审查。
Megaspeed has faced scrutiny over suspicions that it helped Chinese customers gain access to advanced Nvidia chips subject to US export controls.
该公司否认非法将芯片转移至中国。英伟达、Megaspeed 以及美国商务部未立即回应置评请求。灰市采购两名知情人士表示，执法力度可能收紧的前景也刺激了中国灰市对受限制英伟达 AI 芯片的需求，促使交易商和中介开始囤积这些处理器。他们称，买家担心此事可能引发美国对走私先进芯片和 AI 服务器入境中国的更广泛打击。
采购记录显示，一所与中国人民解放军关系深厚的中国高校上月采购了英伟达强大的 H200 AI 芯片，尽管该校位于美国出口黑名单之上，这凸显了华盛顿遏制中国获取先进技术努力中的漏洞。
美国检察官于 3 月起诉超微电脑联合创始人廖亦骏及另外两人，指控他们合谋通过一家东南亚公司将装有英伟达芯片的服务器转移至中国。
The company has denied illegally diverting chips to China. Nvidia, Megaspeed and the US Commerce Department did not immediately respond to requests for comment. Grey-market buyingThe 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. They said buyers fear the controversy could prompt a broader US crackdown on smuggling of advanced chips and AI servers into China.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.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.
检方称，该公司在 2024 年至 2025 年间从超微采购了约 25 亿美元的服务器，其中很大一部分被转移至中国。被告尚未被定罪。
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.