Experts worry about Nvidia's AI chip sales in China and influence over Trump
摘要
在中美人工智能监管谈判进展有限的背景下，英伟达对华芯片销售出现转机。据知情人士透露，中国工信部已要求阿里巴巴和字节跳动提交购买英伟达RTX Pro 5500芯片的计划，预计这些芯片可能被用于服务器以支持国内热门AI模型。与此同时，专家对英伟达在华AI芯片销售及其对特朗普的影响力表示担忧。
On its face, the recent summit between Donald Trump and China’s president Xi Jinping didn’t change much in the world of AI regulation. Export controls were not discussed, with neither country seemingly interested in making concessions. An already tenuous trade truce was temporarily extended for just two months, and looming US controls that could drop soon could easily end that and trigger China to retaliate by cutting off exports of rare earths, analysts expect.
However, in the background of these shaky talks, Nvidia appeared to notch a big win, as China is currently mulling relaxing controls and allowing some of its biggest AI firms to import perhaps millions more of Nvidia’s banned chips over the next year.
Sources familiar with China’s talks told The Information that China’s tech oversight arm, the Ministry of Industry and Information Technology, asked Alibaba and ByteDance to share plans to buy Nvidia’s RTX Pro 5500 chips. Although these are gaming chips, China asked firms to detail how they plan to use them, with expectations that chips could be put into servers to help power the country’s most in-demand AI models.
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