
華盛頓郵報引述卸任官員指,國安顧問兼國務卿盧比歐根據CIA報告向川普提交備忘錄,警告黃仁勳與疑似中方間諜人士的關係,導致其失勢。
輝達執行長黃仁勳因婚外情且女方疑為中方間諜而去職。華盛頓郵報引述卸任官員指出,國安顧問兼國務卿盧比歐根據中央情報局報告向川普提交備忘錄,警告黃仁勳與疑涉中國間諜人士的關係,導致其失勢。國會對中鷹派正設法將新晶片輸往中國限制措施納入重大國防法案,希望年底前通過。
AI-generated summary
自2025年首次會面以來,川普與黃仁勳建立緊密關係,川普力挺輝達舵手。黃仁勳主張晶片商應能繼續向中國市場銷售產品,讓中國依賴美國系統,反而對美有利。國安團隊許多人不認同川普對晶片出口的看法。
輝達執行長黃仁勳因婚外情且女方疑為中方間諜而去職。華盛頓郵報披露,黃因與美國總統川普交好並促成對中國出口晶片,引發國安鷹派強烈反彈,決心摧毀黃對川普的影響力。
華郵引述2名卸任官員指出,川普政府內部一些國安官員極為不滿黃仁勳對川普的影響力。黃仁勳的失勢可能代表權力格局的重大轉變,而這場變局是由華府最具影響力的對中鷹派之一、國家安全顧問兼國務卿盧比歐(Marco Rubio)所啟動。
知情人士透露,盧比歐曾根據中央情報局(CIA)一份報告向川普提交備忘錄,警告黃仁勳與一名疑涉中國間諜人士之間的關係。據稱盧比歐利用CIA報告撰寫自己的備忘錄,並以更強硬措辭重新詮釋情報內容。
華郵認為,黃仁勳失勢對長期尋求削弱他影響川普對華政策能力者而言是一大勝利。這些所謂「對中鷹派」包括跨黨派政府官員、國會議員及智庫分析師。他們認為,輝達(Nvidia)晶片是美中兩國競爭裡的關鍵資產,美國應對這類晶片實施嚴格管制。
自2025年首次會面以來,川普與黃仁勳兩人便建立起緊密關係,川普也一直力挺這名輝達舵手。
對華府許多人而言,在人工智慧(AI)熱潮掀起之際,美中正迎來一場新的競爭,這場競爭可能重塑兩國的軍事與經濟實力。但黃仁勳則持不同看法,主張晶片商應能繼續向中國市場銷售產品,讓中國依賴美國的系統,反而對美有利。
一名前政府官員表示,國安團隊裡的許多人並不認同川普對晶片出口的看法,形容黃仁勳與川普的關係對國安而言簡直如同一顆核彈,「因此他們想摧毀黃仁勳對川普的影響力」。
黃仁勳有時會以尖銳措辭捍衛自己的立場。他在2025年9月接受一檔播客(Podcast)訪問時,稱「對中鷹派」一詞應被看成可恥標籤,直言這些人「自以為是在為國家做正確的事,但那並不愛國,一點也不」。
據稱華府智庫與國會山莊一些工作人員旋即設計出標明「對中鷹派」(China hawks)身分的徽章,並在圈內相互分發。當時諮詢公司「燈塔全球戰略」(Beacon Global Strategies)高層塞耶茲(Eric Sayers)便在社群媒體發文,稱這群人「會記仇」。近日黃仁勳出事後,他又再次轉發這則貼文。
直到期中選舉前,與川普的關係似仍能保住黃仁勳。如今鷹派人士抓住時機,重新引導美國國家政策,朝向對北京採取更強硬立場。國會裡的對中鷹派正設法將新的晶片輸往中國限制措施納入一項重大國防法案,希望在年底前通過。
這些法案將對最強大的AI晶片實施出口限制、要求晶片內建能偵測走私的技術,並限制中國取得晶片製造設備等。
印第安納州共和黨籍聯邦參議員班克斯(Jim Banks)表示,是時候國會該堵住法律漏洞、取締黑市交易。他說,放任晶片走私、利用空殼買家及透過遠端存取晶片等漏洞已久。
班克斯透過聲明說:「輝達的首要義務應是保障美國客戶與美國安全。國會已備妥多項法案,可以堵住這些漏洞,我比以往任何時候都更有信心,這些法案將能通過。」
AI outlook — possibilities, not facts
新晶片輸往中國限制措施將在年底前納入重大國防法案並通過。
Likely · Within months
輝達將任命新執行長,公司對華業務策略可能調整。
Possible · Within months

Microsoft's Microsoft 365 suffered a global outage in the early morning of the 13th, Taiwan time, affecting Outlook, Teams, Copilot and other services. It lasted nearly 24 hours before being restored. A rare nationwide grounding of flights occurred in the United States on the 14th. Officials denied that the two were related and pointed out that it was not a cyber attack.

Xiaohongshu was suspended from analysis last year because it was involved in fraud and sent a letter to the Ministry of the Interior that "has been read and cannot be answered." In the one year since its implementation, the number of fraud cases and the amount of financial losses have dropped by 77.2% and 71.5% respectively. Because the industry has not yet improved, the Ministry of Interior is expected to extend the suspension of analysis for another year.
U.S. President Trump said that the failure of the U.S. air traffic control system had nothing to do with cyberattacks or artificial intelligence, and was suspected to be caused by old and damaged infrastructure. The FBI believes that the communication problem was not caused by a cyber attack or crime, and the investigation includes software updates. Multiple law enforcement and intelligence agencies activated a government-wide coordinated response mechanism and found no evidence of malicious attacks.

OpenAI officially launched the ChatGPT Wallet digital wallet, which allows AI agents to assist users in completing online shopping and payments. Transactions require personal verification and the AI does not obtain real credit card information. Currently, only some ChatGPT Pro subscribers in the United States are available, and it is not available in Taiwan yet.

On November 10, the Federal Aviation Administration announced the expansion of the deployment of the AI air traffic management system SMART to 22 control centers across the United States. Three days later, a nationwide flight suspension incident occurred. Officials have not yet confirmed a direct relationship between the two. The accident resulted in the cancellation of more than 1,000 flights and the delay of nearly 10,000 flights. The Secretary of Homeland Security stated that no signs of malicious cyber attacks were found.

American startup Thinking Machines Lab opened the Inkling 2 Small model weight download on November 12. It is licensed by Apache 2.0 and supports up to 1 million token context and multi-modal input. The NVFP4 version requires at least 500GB GPU memory. Taiwanese companies and institutions still need to evaluate data security and risks for use.