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美國一個關鍵機構正在審查中國人工智慧公司如何透過海外途徑獲取並使用輝達(Nvidia)的先進晶片。此前,中國企業取得一系列技術突破,突顯了他們即使在華盛頓實施出口限制的情況下,仍能取得這些尖端硬體。

此項審查不僅旨在彙整涉嫌將受限晶片走私至中國的黑市國家名單,還將調查允許中國企業進行遠端存取的國家。近期有消息指出,中國模型 Kimi K3 的效能已逼近美國頂尖產品,引發華盛頓對於遠端雲端運算合法性與監管漏洞的熱烈討論。

儘管美國眾議院已通過法案試圖限制這些海外雲端協議,但此舉面臨科技巨頭的強烈反對。許多東南亞企業透過複雜的租賃結構,讓中國客戶得以合法使用輝達晶片,在不違反現行實體出口禁令的情況下,持續推動當地的資料中心熱潮。

A key US agency is reviewing how Chinese artificial intelligence companies acquire and access advanced Nvidia chips overseas. This follows recent technological breakthroughs by Chinese firms, highlighting their ability to utilize cutting-edge hardware despite Washington's strict export restrictions.

The review aims to compile a list of countries with alleged black market operations smuggling restricted chips to China, as well as nations where Chinese firms access them remotely. The impressive performance of China's Kimi K3 model has reinvigorated debate in Washington regarding the legality of remote cloud computing and potential regulatory loopholes.

Although the US House of Representatives has passed legislation attempting to restrict these overseas cloud agreements, such efforts face strong opposition from tech giants. Many Southeast Asian companies use complex rental structures that allow Chinese clients to legally access Nvidia chips, driving a local data center boom without violating current physical export bans.

2026-08-09 (Sunday) · 5837ed6ead89b59db7463a02e18d1676021726df