Back輝達晶片也有「供應紅線」？黃仁勳鬆口：必要時將對客戶斷供

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自由时报1 hour agoBusiness2 min readChinaView translation

輝達晶片也有「供應紅線」？黃仁勳鬆口：必要時將對客戶斷供

黃仁勳輝達 NVIDIA

Quick Look

英輝達執行長黃仁勳表示，若客戶開發不安全的AI軟體，公司可能停止供應晶片，但強調斷供前會先溝通。他認為目前對AI安全的擔憂缺乏充分理由，並宣布未來5年將向英國研究機構提供2.5億美元運算資源支持AI安全研究。

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Why It Matters

隨著AI技術快速發展，外界對AI軟體可能變得過於強大甚至脫離人類控制的擔憂增加，部分業界人士如Anthropic執行長Dario Amodei已提出放緩產業發展速度以應對安全疑慮。

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〔財經頻道／綜合報導〕輝達（NVIDIA）執行長黃仁勳表示，如果客戶開發不安全的人工智慧（AI）軟體，輝達可能停止向其供應晶片。不過，他同時認為，目前外界對AI技術安全性的擔憂並沒有充分理由，並強調在採取斷供措施之前，仍會先與客戶溝通。

根據《彭博》報導，黃仁勳在倫敦接受專訪時，被問到是否會停止向不負責任的AI開發商供應晶片。他回答：「這是假設性的情況，但答案是肯定的」。

不過，黃仁勳接著表示，在採取這類措施之前，輝達會先與客戶進行討論。他指出，輝達並不負責經營其他公司的業務，對於其他企業如何使用輝達技術，能夠作出的判斷也存在一定界限，因為輝達的技術本質上屬於通用型技術。

輝達是全球AI加速器的主要供應商，其晶片廣泛用於AI模型的訓練及運行。隨著人工智慧快速發展，外界也開始討論AI軟體是否可能變得過於強大，甚至逐漸脫離人類控制。包括AI新創公司Anthropic執行長Dario Amodei在內的部分業界人士，已提出放緩整體產業發展速度，以因應相關安全疑慮。

目前正在歐洲巡迴訪問、準備出席柏林公司活動的黃仁勳認為，AI安全方面的擔憂，是產業快速成長過程中出現的問題。他相信AI軟體能夠受到控制，並以安全方式部署。

為展現對AI安全的承諾，輝達將在未來5年向英國相關研究提供總值2.5億美元的運算資源支持。這項支持並非直接提供現金，而是讓研究機構使用先進電腦的運算時間，包括牛津大學（University of Oxford）及倫敦大學學院（UCL）等學術機構，將利用這些資源研究AI安全防護措施，以及控制AI代理系統的方法。

黃仁勳表示，許多年輕的AI企業正經歷快速成長所帶來的挑戰，這些公司的擴張速度相當驚人，但隨著企業規模擴大，也必須逐漸承擔建立企業所伴隨的責任與問責義務。

一手掌握經濟脈動點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

輝達將在未來一年內首次實施對不安全AI開發客戶的晶片斷供措施
Possible · Within months

Open Questions

輝達將如何判斷客戶的AI軟體是否『不安全』？
斷供晶片的具體門檻和流程是什麼？
英國研究機構將如何具體使用這2.5億美元的運算資源？

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The growth rate of foreign trade in the first three quarters was the fastest in the same period in the past five years. What new drivers support the "acceleration" of my country's foreign trade?

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輝達晶片也有「供應紅線」？黃仁勳鬆口：必要時將對客戶斷供

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Why It Matters

What to Watch

Open Questions

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