一家位于美国的人工智能公司 PaleBlueDot AI 正寻求约 3 亿美元融资，用于购买 Nvidia 的高端 GPU，并部署在东京数据中心供中国社交平台 Xiaohongshu 使用。该交易已讨论至少三个月，JPMorgan 协助准备贷款营销材料，但可能不会最终参与。由于美国自 2022 年起多次收紧对中国的芯片出口限制，中国境内企业无法直接购买此类硬件，但仍可通过境外数据中心合法取得运算能力。金融机构认为类似融资高度政治敏感，因美国可能进一步扩大对全球 AI 芯片部署的监管。
Nvidia CEO Jensen Huang 上月表示公司将严格避免芯片流入“不当对象”。美国政策亦有变动空间，商务部长指出总统 Trump 正考虑是否放宽先进 AI 芯片对中国的销售限制，并拥有最终决定权。若放宽，相关跨境数据中心模式的必要性与风控要求可能随之变化，但在政策未调整前，企业正利用监管结构中的地理与法律空隙配置算力。
PaleBlueDot AI 自称提供安全且具成本效率的 AI 云端算力服务。公司由 Shaodong Huang 自 2023 年 12 月起以共同创办人身份运营，Jonathan Zhu 于 2024 年 3 月起担任创办人。Nvidia、Xiaohongshu 与相关人士未就传言提供进一步说明。整体趋势显示：跨境 AI 基础设施融资规模扩大、交易周期延长、政治风险上升，且美国对先进 GPU 的监管成为全球科技投资的重要结构性变量。
A US-based AI firm, PaleBlueDot AI, is seeking a loan of about $300 million to fund purchases of advanced Nvidia GPUs to be deployed in a Tokyo data center for Chinese social-media platform Xiaohongshu. The deal, discussed for at least three months, involves JPMorgan preparing materials for potential lenders, though the bank may ultimately abstain. Since 2022, US restrictions have repeatedly tightened on sales of high-end AI chips to mainland Chinese firms. While such companies cannot directly buy the hardware, they can legally access it via data centers outside China. Financial institutions view financing these structures as politically sensitive given the risk of further US sanctions on global chip deployment.
Nvidia CEO Jensen Huang said last month the company will continue to prevent chips from reaching unauthorized users. US policy could shift: Commerce Secretary Howard Lutnick said President Trump is weighing whether to permit sales of advanced AI chips to China and will make the final decision. Any policy reversal could change the necessity and risk profile of cross-border data-center arrangements, but current controls are driving firms to exploit geographic and legal gaps to secure compute.
PaleBlueDot AI describes itself as an AI cloud agent offering secure, cost-efficient compute. Shaodong Huang has operated as co-founder since December 2023, while Jonathan Zhu became founder in March 2024. Nvidia, Xiaohongshu and involved parties did not comment. Overall trends point to expanding cross-border AI infrastructure financing, prolonged deal cycles, heightened political risk, and US regulation of advanced GPUs as a defining structural factor for global tech investment.