特朗普与习近平近期峰会后,英伟达在中国的AI芯片销售出现新动向。1中国工业和信息化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,这些芯片将被用于服务器以支持中国的AI模型开发。1与此同时,中国正考虑放宽管制措施,允许该国最大的AI公司在未来一年内进口数百万块英伟达被禁芯片。1
这一进展面临不确定性。1美中之间的贸易休战仅被延长了两个月,分析人士对即将出台的美国芯片管制措施可能引发的连锁反应感到担忧。1专家预期,如果美国加强芯片出口管制,中国可能以切断稀土出口作为报复手段。1
Following a recent summit between Trump and Xi Jinping, Nvidia appears to have made headway in selling AI chips to China.1 China's Ministry of Industry and Information Technology has directed Alibaba and ByteDance to submit plans for purchasing Nvidia RTX Pro 5500 chips, which will be deployed in servers to support Chinese AI models.1 Analysts are expressing concern that upcoming U.S. chip export restrictions could trigger Chinese retaliation in response.1
The developments reflect broader tensions in U.S.-China technology competition. China is considering relaxing its own regulations to allow its largest AI companies to import millions of Nvidia chips that are otherwise banned within the coming year.1 However, the trade truce between the two nations extends only two months.1 Industry observers fear that as the U.S. implements stricter chip controls, China may respond by cutting rare earth exports, escalating the technological standoff between the two countries.1
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