字号·· | 护眼
华尔街日报

卢特尼克为保住职位而抗争,特朗普助手将英伟达风波归咎于他Lutnick Fights for His Job as Trump Aides Blame Him for Nvidia Fallout

点「原文对照」整页切到原文,或双击某段只看那段的原文。

商务部长霍华德·卢特尼克(右)与特朗普总统在2月的一场新闻发布会上。Commerce Secretary Howard Lutnick, right, with President Trump at a press briefing in February.

华盛顿——随着英伟达首席执行官黄仁勋与一名疑似中国情报来源的私情引发的后续影响持续困扰西翼,特朗普总统的一些高级顾问已开始将这场政治混乱的责任推向一人:商务部长霍华德·卢特尼克。

WASHINGTON—As the fallout from Jensen Huang’s affair with a suspected Chinese intelligence source continues to consume the West Wing, some of President Trump’s top advisers have started shifting blame for the political mess toward one man: Commerce Secretary Howard Lutnick.

据知情人士透露,卢特尼克之所以成为政府内部指责的主要目标,是因为他力图拖延芯片出口限制、与即将卸任的英伟达首席执行官关系长久,以及他与政府部分成员早已存在的紧张关系。

Lutnick has been a primary target of the finger-pointing within the administration because of his efforts to stall restrictions on chip exports, his longstanding relationship with the outgoing Nvidia chief executive and his pre-existing tensions with some members of the administration, according to people familiar with the discussions.

对卢特尼克的施压显示,黄仁勋丑闻的触角已伸入总统内阁。知情人士称,周四,特朗普的一些顾问讨论了如何应对针对卢特尼克日益高涨的内部批评。一些知情人士表示,特朗普的一些政治盟友此前曾向总统提出解职商务部长的想法。

The pressure on Lutnick shows that the tentacles of the Huang scandal are reaching into the president’s cabinet. On Thursday, some of Trump’s advisers discussed how to deal with the mounting internal criticism of Lutnick, the people said. Some of Trump’s political allies have previously raised with the president the idea of ousting the Commerce secretary, some of the people familiar with the matter said.

白宫在一份声明中表示,特朗普“对部长及其履行职务的能力保持完全信心,认为他是现代史上最具变革性的商务部长。”白宫未回应置评请求。商务部和财政部代表未回应置评请求。

The White House, in a statement, said Trump “maintains complete confidence in the secretary and his ability to carry out the position as the most transformative Commerce Secretary in modern history.”The White House didn’t respond to requests for additional comment.

卢特尼克的批评者称,其机构阻碍了打击美国人工智能芯片运往东南亚货物的努力,为疑似中国情报来源爱丽丝·黄等高管与英伟达开展业务创造了机会。她的公司是多家被怀疑为中国科技行业提供算力的公司之一。

Representatives for the Commerce Department and Treasury Department didn’t respond to requests for comment. Lutnick’s critics say his agency has hindered efforts to crack down on shipments of U.S. artificial-intelligence chips to Southeast Asia, creating an opening for executives such as suspected Chinese intelligence source Alice Huang to do business with Nvidia. Her company was one of several suspected of providing computing power to China’s tech industry.

商务部长是特朗普政府中与黄仁勋关系最密切的官员之一,经常就人工智能政策决策向他咨询,并称赞他是美国最杰出的高管之一。“霍华德是我在政府中交谈最多的人,”黄仁勋去年说。商务部在其社交媒体页面上发布了他这段讲话的片段。

The commerce secretary was one of the Trump administration officials who is closest to Jensen Huang, frequently consulting him on AI policy decisions and praising him as one of America’s great executives. “Howard is the person I talk to most in the administration,” Huang said last year. The Commerce Department posted a clip of his remarks on its social-media page.

总统的一些政治盟友告诉特朗普及其高级顾问,卢特尼克在出口管制问题上缺乏行动,以此为他们眼中的英伟达和黄仁勋提供了掩护。商务部负责监管出口管制,但其决定须经其他机构批准,包括财政部。

Some political allies of the president have told Trump and his senior advisers that Lutnick has been giving cover to Nvidia and Huang through what they view as a lack of action on export controls. Commerce oversees export controls, but its decisions are approved by other agencies, including the Treasury Department.

特朗普本人反对严格的出口限制,这在很大程度上与黄仁勋的论点一致,即让中国企业继续依赖美国制造的芯片更为重要。他也被告知了黄仁勋的婚外情,但拒绝采取行动。

Trump himself opposed tight export restrictions, largely mirroring Huang’s argument that it was more important to keep Chinese firms hooked on U.S.-made chips. He was also informed of Huang’s affair but declined to take action.

总统的一些高级顾问长期以来一直对卢特尼克表示不满。他们指责他导致了去年关税政策的混乱推出,并帮助黄仁勋和其他科技高管接近总统。一些人还指责他让自己此前经营、后移交给儿子们的金融服务公司坎托·菲茨杰拉德从商务部监管的一些政策中获益。该公司否认获得过优待。

Some of the president’s senior advisers have long expressed frustration with Lutnick. They have blamed him for the chaotic rollout of tariffs last year and for helping Huang and other tech executives get close to the president. Some have accused him of allowing the financial services firm he previously ran before handing it over to his sons, Cantor Fitzgerald, to benefit from some of the policies Commerce oversees. The firm has denied receiving preferential treatment.

据知情人士透露,卢特尼克与政府中其他人的矛盾在最近一次椭圆形办公室会议上爆发。会上,财政部长斯科特·贝森特和政府高级官员就卢特尼克所在机构未能限制英伟达向中国及其他引发安全担忧的国家出售芯片一事向他发难。Axios此前报道了这次会议。

The battle between Lutnick and others in the administration boiled over during a recent meeting in the Oval Office, according to people familiar with the matter. At the meeting, Treasury Secretary Scott Bessent and senior administration officials took on Lutnick over his agency’s failure to restrict the sale of Nvidia’s chips to China and other countries posing security concerns. Axios earlier reported on the meeting.

这两位内阁部长自特朗普2024年胜选后的总统过渡期以来不时发生冲突,当时两人都在争取成为财政部长。

The two cabinet secretaries have clashed sporadically since the presidential transition period after Trump’s 2024 victory, when both were vying to become Treasury secretary.

随着围绕黄某的丑闻引发了关于政府与英伟达交往的质疑,包括贝森特在内的官员试图将责任推给卢特尼克,知情人士透露。政府内部其他人则指责贝森特,指出财政部尚未制裁爱丽丝·黄或其前公司Megaspeed International。

As the scandal around Huang has raised questions about the administration’s dealings with Nvidia, officials including Bessent have tried to cast blame on Lutnick, according to people familiar with the matter. Others in the administration pointed the finger back at Bessent, noting that the Treasury Department hasn’t sanctioned Alice Huang or her former company, Megaspeed International.

与此同时,商务部在一系列有损报道后匆忙展示限制芯片出口的进展,推进一项新规以限制此类货物运往东南亚,知情人士称。

The Commerce Department, meanwhile, has rushed to show progress on restricting chip exports after a series of damaging news reports, advancing a new rule to limit such shipments to Southeast Asia, people familiar with the matter said.

一名商务部官员指出,卢特尼克此前经受住了多次驱逐他的行动,并指出总统在政府贸易政策争议及卢特尼克与已故杰弗里·爱泼斯坦的关联引发争议时,始终支持这位老友。

A Commerce Department official noted that Lutnick has survived previous campaigns to oust him, noting that the president stood behind his longtime friend amid controversies over the administration’s trade policies and Lutnick’s connection to the late Jeffrey Epstein.

黄仁勋(左)与霍华德·卢特尼克在9月。(康奈尔·沃森/彭博新闻社)Jensen Huang, left, and Howard Lutnick in September. (Cornell Watson/Bloomberg News)

卢特尼克经常与黄某一起出现在社交媒体分享的视频和公开活动中,包括9月在北卡罗来纳州举行的G-20技术峰会,该峰会汇聚了众多科技高管和其他官员。

Lutnick often appeared with Huang in videos shared on social media and at public events, including a September G-20 tech summit in North Carolina featuring many tech executives and other officials.

商务部自2024年起一直在调查爱丽丝·黄担任高管的公司Megaspeed涉嫌违反芯片出口管制规定的行为,但未将其列入黑名单。《华尔街日报》此前报道,这令国务院和国家安全委员会的官员感到沮丧。知情人士称,司法部目前正主导针对爱丽丝·黄的多项调查。卢特尼克还面临来自两党国会议员的审查。

The Commerce Department had been investigating the company where Alice Huang was a top executive, Megaspeed, for potentially violating chip-export-control rules since 2024, but stopped short blacklisting the company. That frustrated officials at the State Department and in the National Security Council, the Journal previously reported. The Justice Department is now leading multiple probes involving Alice Huang, people familiar with the matter said. Lutnick is also facing scrutiny from congressional lawmakers from both parties.

参议员汤姆·蒂利斯(共和党-北卡罗来纳州)周四对记者表示,他希望卢特尼克出席国会作证,并指责这位商务部长允许黄仁勋接近总统,尽管这位芯片高管与一名涉嫌间谍有联系。“卢特尼克允许总统面临这种风险,真该感到羞耻,”蒂利斯说。参议员吉姆·班克斯(共和党-印第安纳州)对福克斯新闻表示,卢特尼克拒绝实施芯片出口限制,似乎是在“违抗特朗普总统的命令”。参议员约翰·肯尼迪(共和党-路易斯安那州)表示,他已准备好传唤卢特尼克到国会作证。

Sen. Thom Tillis, (R., N.C.) told reporters on Thursday that he wants Lutnick to testify to Congress and blamed the Commerce secretary for allowing Huang to get close to the president despite the chip executive’s ties to a suspected spy. “Shame on Lutnick for allowing that exposure to happen for the president,” Tillis said. Sen. Jim Banks (R., Ind.), told Fox News that it appeared Lutnick had been “defying President Trump’s orders” by declining to impose chip-export restrictions. Sen. John Kennedy (R., La.) said he was prepared to bring Lutnick to testify in front of Congress.

民主党人正准备在明年正式掌控国会后与卢特尼克交锋。预计将出任国会关键委员会主席的参议员罗恩·怀登(民主党-俄勒冈州)和众议员理查德·尼尔(民主党-马萨诸塞州)联名致信卢特尼克,宣布将调查特朗普政府与英伟达的往来。两位民主党人要求卢特尼克为调查保存记录。

Democrats are gearing up for a fight with Lutnick once they officially take control of Congress next year. Sen. Ron Wyden, (D., Ore.) and Rep. Richard Neal, (D., Mass.), who are both expected to chair key congressional committees, co-authored a letter to Lutnick announcing their investigation into the Trump administration’s dealings with Nvidia. The two Democrats requested Lutnick preserve records for their probe.

卢特尼克在许多影响科技行业的重大决策上都咨询过黄仁勋。去年卢特尼克试图稳定陷入困境的芯片制造商英特尔时,曾与黄仁勋及其他高管讨论增加与该公司的业务往来。在政府入股约10%后,英伟达随后投资了50亿美元。据知情人士透露,当商务部或其他机构的其他人推动针对Megaspeed或其他与中国有关联的公司采取行动时,卢特尼克往往会拖延或推回,告诉同事北京会生气,从而破坏贸易谈判或损害美国经济。

Lutnick consulted Huang on many of his biggest decisions affecting the tech industry. When Lutnick was attempting to stabilize troubled chip maker Intel last year, he talked to Huang and other executives about doing more business with the company. Nvidia later invested $5 billion after the government took a roughly 10% stake. When others in the Commerce Department or other agencies pushed for actions targeting Megaspeed or other companies linked to China, Lutnick would often stall or push back, telling colleagues that Beijing would get angry and scuttle trade talks or hurt the U.S. economy, people familiar with the comments said.

一位商务部官员表示,卢特尼克和黄仁勋除了商务部长希望与美国最重要的公司之一保持良好关系外,并没有任何特殊关系。据一位熟悉其日程安排的人士透露,卢特尼克和黄仁勋几乎每季度会面一次。作为商务部目前正试图解决芯片安全担忧的一个迹象,据知情人士透露,该机构正在推进一项新规则,旨在阻止像黄爱丽丝这样的公司让中国科技公司远程访问位于其他地方的强大的人工智能芯片。

A Commerce official said that Lutnick and Huang don’t have any kind of special relationship beyond the Commerce secretary wanting a good rapport with one of the most important U.S. companies. Lutnick and Huang met almost quarterly, according to a person familiar with his schedule. In one sign the Commerce Department is now trying to address chip-security concerns, the agency is advancing a new rule aimed at stopping companies like Alice Huang’s from letting Chinese tech companies access powerful artificial-intelligence chips located elsewhere, people familiar with the matter said.

知情人士称,根据正在最终确定的工业与安全局新规则,将有七个国家被加入到目前受出口限制和许可要求约束的群体中,其中包括马来西亚、泰国、印度尼西亚和新加坡,这些国家曾托管数据中心,并被中国客户远程访问。

Under the new Bureau of Industry and Security rule being finalized, seven countries would be added to a group currently subject to export restrictions and licensing requirements including Malaysia, Thailand, Indonesia and Singapore, countries that have hosted data centers accessed remotely by Chinese customers, the people said.

阅读媒体原文 ↗