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Back黃仁勳與女共諜婚外情 48億美元AI設備流向備受關注
黃仁勳與女共諜婚外情 48億美元AI設備流向備受關注
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自由时报25 minutes agoBusiness3 min readChinaView translation

黃仁勳與女共諜婚外情 48億美元AI設備流向備受關注

美新兩國調查Megaspeed,懷疑其將輝達AI晶片非法流入中國

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輝達執行長黃仁勳承認與Megaspeed高管黃樂有婚外情,黃樂曾任職的新加坡資料中心公司Megaspeed採購48億美元先進AI設備,美方和新加坡調查其晶片是否非法流入中國。

AI-generated summary

Why It Matters

美國已將浪潮集團母公司列入黑名單,理由是該公司向中國軍方運送技術。根據美國出口規範,中國被禁止購買輝達強大的AI晶片。美國商務部對Megaspeed的調查已於今年移交給司法部。

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輝達執行長黃仁勳認了與疑似中國女間諜黃樂(Huang Le,又名Alice Huang)有婚外情,黃樂曾任職的新加坡資料中心公司Megaspeed過去買進的48億美元(約新台幣1581.36億元)先進AI設備流向再次引發關注,美方和新加坡都正持續調查中。

Megaspeed是在東南亞購買晶片建置資料中心,然後將運算能力出租給中國公司的眾多企業之一。Megaspeed本質上是中間商,從中國伺服器製造商浪潮集團的美國分公司購買了輝達晶片。美國已將浪潮集團的母公司列入黑名單,理由是該公司向中國軍方運送技術,但這家美企目前仍未受到制裁。

Megaspeed隨後將這些運算能力提供給阿里巴巴等中企。美國官員認為,這家公司是中企為取得建構和運行AI所需的晶片,而進行的大規模國際行動的一部分。調查人員懷疑,Megaspeed採購的一些輝達晶片,也正以非法的方式流入中國。

根據貿易平台ImportGenius的紀錄顯示,Megaspeed在馬來西亞的姐妹公司,在2024年6月至2026年2月期間,至少斥資48億美元(約新台幣)購買包括輝達晶片和技術的先進AI設備。對於一家規模較小、名不見經傳的公司而言,這是一筆巨款。

今年以來,輝達和Megaspeed的業務往來仍在持續。數據顯示,Megaspeed及其關聯企業持續購買輝達的產品,通常是透過中間商進行交易。

為了防止晶片被走私到中國,輝達會在批准晶片購買之前對買家進行評估,有時事後檢查買家是否仍持有晶片。這家公司仍在網站上將Megaspeed列為雲端合作夥伴,而Megaspeed日前還在宣傳雙方的合作關係。在印尼分公司的徵才廣告中,Megaspeed自稱是「輝達的頂級商業夥伴」。

根據知情人士和科技業分析師稱,Megaspeed一直繼續為其主要客戶阿里巴巴提供服務。

2024年6月,在Megaspeed開始採購的幾週前,一張發佈於LinkedIn的照片顯示,黃仁勳與時任Megaspeed高層黃樂出席完科技貿易展後,出現在台北的一家酒吧裡,與其他AI業界高層應酬。

2025年5月,兩人再次同框,當時他們與其他AI供應商共進商務晚餐,黃仁勳在餐廳外接受記者採訪時,可以看到黃樂在一旁等待。

自2024年底以來,美國政府一直在調查Megaspeed,當時商務部一名官員訪問了該公司位於馬來西亞的資料中心,到現場卻發現輝達設備仍裝在箱子裡,表明他們可能正在運進或準備運出,而不是正在安裝。

新加坡也已對Megaspeed展開調查,2025年,新加坡當局曾訊問黃樂,但隨後將其釋放。而美國官員表示,商務部對於Megaspeed的調查已於今年移交給司法部。

隨著黃樂疑似為共諜的消息傳出,黃仁勳在10月29日接受媒體採訪時表示,輝達與Megaspeed高層的關係正當,公司已確認過,確保Megaspeed沒有非法向中國出口輝達的AI處理器。根據美國出口規範,中國被禁止購買輝達強大的AI晶片。

根據產業分析師、線上招募資訊和其他紀錄顯示,Megaspeed仍在持續推動新的資料中心計畫、招募員工,並大肆宣傳與輝達的密切關係。

今年9月,一家馬來西亞房地產開發商在提交給證券交易所的文件中表示,該公司已收到Megaspeed子公司承諾在其土地上建造資料中心的最後一筆款項。據知情人士透露,該公司已經獲得了建設所需的晶片。

What to Watch

AI outlook — possibilities, not facts

  • 美國司法部將對Megaspeed及相關人員提出刑事指控

    Likely · Within months

  • 輝達將加強對買家的審查與事後檢查機制

    Very likely · Within weeks

Open Questions

  • 黃樂是否確實為中國間諜?
  • Megaspeed採購的晶片有多少實際流入中國?
  • 輝達是否知曉其晶片被非法轉售?

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This article was originally published by 自由时报.

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