英伟达AI芯片不顾美国禁令进入中国

币界网Published on 2024-08-12Last updated on 2024-08-12

币界网报道:

由于美国限制向中国出口美国人工智能芯片,需求依然强劲,英伟达人工智能芯片走私到中国的行为变得猖獗。走私已经变得如此普遍,据报道,在深圳和中国东部一些城市,走私已经成为一个独立的产业。

随着地缘政治紧张局势加剧,美国试图控制这些芯片向亚洲国家的出口。尽管受到制裁,但现在有一个活跃而充满活力的受限人工智能技术贸易,这有助于中国逃避禁令。

Nvidia AI芯片找到了后门

这些芯片是为聊天机器人、医学研究和自动驾驶汽车提供动力的创新。据《西雅图时报》报道,它们还导致了国防技术的一些快速发展,这引发了美国的担忧,即中国可能会发展尖端武器、发动网络攻击,并在战场上迅速做出决策。

据《西雅图时报》援引《纽约时报》的一项调查称,对之前未报道的大学研究的评论称,英伟达芯片和其他美国制造的技术帮助了中国对核武器和其他军事应用的研究。这加剧了限制。

然而,中国的私营部门已经找到了绕过美国施加的限制的方法。

据The Information报道,中国东部的一家电器公司订购了价值1.2亿美元的300台服务器,这些服务器由Nvidia的8个H100芯片供电。该订单是针对美国限制在中国销售的芯片,迫使该公司通过马来西亚的芯片经纪商下订单。

这位经纪人帮助这家中国公司在马来西亚建立了一家空壳公司,成功地隐藏了与中国母公司的任何联系。

这是美国芯片进入中国本土的众多方式之一。

人工智能芯片交易在中国市场变得活跃起来

深圳市场的人工智能芯片交易非常活跃,因为供应商提供了最受欢迎的技术,而美国正试图远离中国。

其中一家供应商透露,公司来到市场向他订购了多达200到300个芯片,而另一家供应商也表示同意,并补充说他可以在两周内订购芯片交付。

另一家供应商透露,他最近从香港向中国大陆运送了一批装有2000多个最先进的英伟达芯片的服务器。据《纽约时报》报道,该供应商用照片和信息支持他的说法,供应商安排了1.03亿美元的交付。

《纽约时报》和高级国防研究中心(C4ADS)披露的州采购文件显示,一些州附属企业(十几家)也购买了受限制的芯片。因此,美国当局标记了一些帮助中国军队的实体。

美国公司表示他们遵守规则

虽然美国官员声称,美国公司普遍遵守这些规定,但他们也承认,其他公司也发现了漏洞,例如,利用海外子公司或通过合作伙伴关系重新安排业务。

英伟达和其他美国公司表示,他们遵守有关限制的法律,并补充说,没有证据表明英伟达在中国市场上被禁止的芯片直接来自该公司。

英伟达发言人约翰·里佐表示:“我们遵守美国的所有出口管制,并希望我们的客户也这样做。”。

里佐补充道:“尽管我们无法在产品售出后对其进行跟踪,但如果我们确定任何客户违反了美国的出口管制,我们将采取适当行动。”。

一些人工智能公司的高管认为,限制向中国出口人工智能技术将给中国竞争对手带来优势,弊大于利。

然而,美国当局为这些禁令辩护,称其是必要的。

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