
貝森特強調美中須在競爭中履行領導責任,雙方建立超級智慧對話機制但不承諾限制技術發展
美國財政部長貝森特警告,美中即使建立AI合作機制,也不應對分歧抱持幻想,雙方須在競爭中履行領導責任。美中已針對「超級智慧」建立新對話機制,交流AI模型測試最佳實務並建立重大事件通報機制,但不承諾限制技術發展。川普政府不願擴大AI發展限制,中國也反對放緩前沿模型發展。兩國領導人預計11月18至19日在APEC會議期間會晤。
AI-generated summary
美中兩國積極爭奪全球AI主導地位,華盛頓與北京已建立針對「超級智慧」的新對話機制,希望透過溝通降低重大風險。川普政府不願擴大AI發展限制,擔心過度監管可能使美國失去對中國的技術優勢。中國也對放緩前沿AI模型發展的呼籲持反對態度。
美國財政部長貝森特表示,美中兩國在人工智慧(AI)領域即使建立合作機制,共同防範技術風險,也不應對彼此的分歧抱持任何幻想,雙方仍須在競爭中履行各自的領導責任。隨著美中積極爭奪全球AI主導地位,華盛頓與北京已建立針對「超級智慧」(SI)的新對話機制,希望透過溝通降低重大風險,但並未承諾限制相關技術發展。
CNBC報導,貝森特週二在紐約向美中關係全國委員會發表事先準備好的演講時指出,這項新機制旨在防範雙方共同面臨的風險,避免兩國不同體制之間產生誤解。雙方將交流先進AI模型發布前的測試最佳實務,確保人類判斷仍能掌控這項技術,並希望針對涉及超級智慧模型的重大事件建立相互通報機制。
不過,這並不代表美中將放下競爭。川普政府一直不願擴大AI發展限制,擔心過度監管可能使美國失去對中國的技術優勢。美國總統川普近日接受哥倫比亞廣播公司(CBS)訪問時表示,不排斥為AI設置安全護欄,但不希望相關監管讓美國遠遠落後中國。
中國方面也對放緩前沿AI模型發展的呼籲持反對態度。中國外交部今年9月曾表示,散播恐慌與對抗只會擾亂全球AI治理。與北京立場密切相關的中國與全球化智庫創辦人王輝耀,上個月也表示,美中會談應共同面對並管控AI風險。
美中建立AI對話機制的構想,源自中國國家主席習近平9月訪美期間,雙方當時同意啟動相關對話,並建立溝通管道,以協助處理重大事件。兩國領導人預計下週11月18日至19日出席亞太經濟合作會議(APEC)領導人非正式會議期間舉行第3次會晤,貝森特也將隨行。
貝森特在演講中強調,隨著科技持續進步,美中必須展現如何在競爭需求與領導責任之間取得平衡。他坦言,兩國利益並非總能完全一致,面對各項挑戰時,採取的方式也不一定相同。
值得注意的是,這場活動舉行之際,輝達(NVIDIA)執行長黃仁勳與一名涉嫌中國間諜活動的中國女商人傳出婚外情,相關風波持續受到關注。黃仁勳曾於今年5月隨川普代表團訪問北京,9月也受邀出席華盛頓國宴。他承認與該名中國女商人有婚外情,而美國情報官員懷疑女方涉及間諜活動,使事件進一步引發企業治理與國家安全層面的關注。
至於黃仁勳是否出席下週美中峰會,目前仍未明朗。《南華早報》報導,特斯拉與SpaceX執行長馬斯克,以及萬事達卡執行長米巴赫等商界領袖,可能隨川普代表團出席相關活動。
AI outlook — possibilities, not facts
美中領導人將在11月18至19日APEC領導人非正式會議期間舉行第3次會晤,討論AI合作與競爭議題
Very likely · Within days
美中將透過新對話機制交流先進AI模型發布前的測試最佳實務,並建立涉及超級智慧模型的重大事件相互通報機制
Likely · Within weeks

Huida CEO Huang Renxun has lobbied U.S. President Trump to relax export controls on AI chips to China, especially H200 chips. He argued that it would be more beneficial to the United States to make China dependent on U.S. technology systems, and believed that related computing technology was not a national security issue. He believed that he had successfully persuaded Trump to accept his argument.

China's Northwestern Polytechnical University, which has been included in the export control blacklist by the United States, still purchased two Huida H200 high-efficiency AI chips last month for 874,700 yuan for use by the School of Management. They obtained them through Shaanxi Boyuan Network Technology Company, highlighting the loopholes in Washington's measures to restrict China's access to advanced technology.

Reuters reported that Chinese universities such as Northwestern Polytechnical University used domestic suppliers to purchase AI chips such as Huida H200 that are subject to U.S. export restrictions, highlighting Washington's loopholes in curbing China's acquisition of advanced technology. Huida CEO Huang Renxun will go to the U.S. Congress for a hearing on November 18 and will face cross-party pressure to strengthen control.

The extramarital affair scandal between Huida CEO Huang Renxun and Chinese businesswoman Huang Le may have major political consequences in Washington. U.S. China hawks are taking this opportunity to push hard lines shelved by President Trump, including restricting the export of advanced AI chips to China. Congress has asked Huang to attend a closed-door briefing, and Huida's influence in Washington may be significantly weakened.

Biographer Witte pointed out in the New York Times technology podcast Hard Fork that the data center in Johor, Malaysia involved in the case may have used "fake servers" to transport Huida chips to China through the back door. Huida CEO Jen-Hsun Huang admitted to having an extramarital affair with Megaspeed senior executive Huang Le, who was accused by the U.S. government of being a Chinese spy. The Department of Commerce investigated whether Megaspeed smuggled Huida chips into China, and the entire case was handed over to the Department of Justice late last year. Witte believes that the Malaysian data center is essentially a transfer station for chip smuggling. The industry speculates that there are two methods of tearing off labels and pasting fake labels and fake servers. The U.S. Department of Commerce has difficulties in enforcing laws overseas, and the U.S. government lacks substantial supervision capabilities after chips enter the computer room. Witte emphasized that Huida has significantly tightened control this year, requiring data centers to submit customer certificates to ensure that end users are legal and not in China.

The Seventh Manned Spaceflight Academic Conference revealed that China’s manned lunar landing mission will adopt the “two launches and docking around the moon” route. The article compares the differences in the moon landing plans of the United States, Russia, Europe and China, analyzes engineering trade-offs, technical cooperation and "safe zone" rule disputes, and points out that the moon landing is a long-term technical endurance race.