
白宫内部就特朗普政府人工智能政策及商务部对英伟达的姿态出现紧张对峙
财政部长斯科特·贝森特在白宫质问商务部长霍华德·卢特尼克,为何新加坡公司Megaspeed未被禁止购买美国先进AI芯片。该公司处于中国对英伟达间谍活动信息披露的核心,其CEO黄仁勋承认与一名被美国情报机构认定为中国间谍的中国籍女性有婚外情。商务部发言人否认此次对话发生。
AI-generated summary
自2022年底以来,美国对直接向中国销售先进芯片实施了限制。Megaspeed及其他公司通过在东南亚建立数据中心规避了这些规定,从而服务于中国客户。美国官员也一直在调查Megaspeed是否可能将这些芯片非法转移至中国。
上周,财政部长斯科特·贝森特就对一家新加坡公司的处理方式质问了商务部长霍华德·卢特尼克,这家公司处于有关中国对英伟达开展间谍活动的信息披露的核心,他要求解释为何这家公司未被禁止购买美国的先进人工智能芯片。
此次交锋发生在上周四的白宫,据听取了相关简报的人士描述,这凸显出特朗普政府内部在整体人工智能政策上——尤其是商务部对英伟达的姿态上——存在日益紧张的对峙。
在英伟达首席执行官黄仁勋承认与一名曾参与执掌新加坡数据中心公司Megaspeed的女性发生婚外情后,这种内部冲突进一步加剧。据《纽约时报》报道,这位名为黄乐(Alice Huang)的中国籍人士已被美国情报机构认定为中国国家安全部的间谍。
听取了此次交锋简报的人士表示,卢特尼克回应贝森特说,商务部现在可以迅速采取行动对Megaspeed实施限制;由于讨论是私下的,这些人士要求匿名。
商务部的一位发言人否认贝森特与卢特尼克之间发生过这次对话。她表示,是否将一个企业列入实体清单是一个在全政府层面决策的问题。
财政部未予置评。
自2022年底以来,美国对直接向中国销售先进芯片实施了限制。但Megaspeed及其他公司通过在东南亚建立数据中心规避了这些规定,从而服务于中国客户。美国官员也一直在调查Megaspeed是否可能将这些芯片非法转移至中国,Megaspeed否认了这一指控。
将Megaspeed列入黑名单的举措早前曾在内阁官员副手会议上被讨论过,在会上,商务部副部长杰弗里·凯斯勒推迟了这一举措,称此事应由卢特尼克定夺。
贝森特与卢特尼克之间的对质早前由Axios报道。
近几个月来,关于如何监管美国技术的争论使其他部门与负责监管技术出口规则的商务部官员产生了越来越多的分歧。Megaspeed购买了价值超过40亿美元的先进英伟达技术,这在政府内部乃至整个华盛顿再度引发了关于美国对技术出口的控制应当有多严格的辩论。
商务部最强有力的规则之一是实体清单,即一份贸易黑名单。未经美国政府许可,美国公司被禁止向实体清单上的任何企业运送产品。
在第一届特朗普政府以及整个拜登政府期间,政府开始更积极地将实体清单用于中国科技行业。在去年3月,特朗普政府还发布了该清单的一次大规模更新,增加了80多家公司和组织。
AI outlook — possibilities, not facts
商务部将在卢特尼克定夺后对Megaspeed实施限制或列入实体清单
Likely · Within weeks
特朗普政府内部关于技术出口管制的分歧将继续
Very likely · Within months

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