
法案旨在保護AI資料中心安全,中際旭創與新易盛面臨壓力
美國跨黨派國會議員提出法案,擬禁止聯邦政府在敏感系統中使用中國製光模組,以防範AI資料中心遭干擾。該法案要求5年內汰換設備,並授權商務部與國防部擴大限制名單,對中際旭創及新易盛等企業構成壓力。
AI-generated summary
光模組為AI資料中心傳輸資料的核心設備。中際旭創先前已被美國國防部列入與中國軍方有關聯的黑名單。
川習會25日剛落幕,美國跨黨派國會議員就提出一項法案,以禁止聯邦政府在敏感的政府系統中使用中國製的光模組,來傳輸人工智慧(AI)資料中心的資料。該法案加劇了中國2大光模組製造商中際旭創(Zhongji Innolight)與新易盛(Eoptolink)所面臨的壓力。
《路透》報導,光模組能讓資料透過光纖線纜以光速進行傳輸,是美國AI基礎設施部署的核心,部分資料中心甚至需要數百萬個這類裝置。支持這項法案的人士指出,北京當局可能會利用這些設備,干擾美國對 AI 工具和雲端基礎設施的存取。
這項法案由共和黨聯邦參議員柯寧(John Cornyn)、麥考密(Dave McCormick)與民主黨聯邦參議員費特曼(John Fetterman)、加勒戈(Ruben Gallego)等四人共同提出。法案若透過,美國聯邦政府將有5年時間完成汰換作業,商務部長與國防部長也將獲得授權,可將更多中國企業納入限制名單。
麥考密發布聲明指出:「我們不應該在攸關國家安全的技術上依賴中國。」柯寧則強調,關鍵的政府通訊與資訊系統必須「安全、可靠,且不受任何外國干預」,而中國技術可能破壞這個目標。
這項法案是在「川習會」落幕後提出,美國總統川普和中國國家主席習近平在會中觸及AI競爭與合作議題。美國行政部門對中國採取外交接觸,國會則透過立法對中國的供應鏈進行圍堵,凸顯華盛頓對中國的科技政策實施雙軌策略。
中際旭創先前已被美國國防部列入與中國軍方有關聯企業的黑名單。新易盛和中國駐美國大使館未發表評論。
不過,美國科技產業界對限制措施表達疑慮。資訊科技產業委員會(ITIC)今年8月就致函美國聯邦通訊委員會(FCC),呼籲不要將光模組列入黑名單,警告供應中斷可能拖累資料中心部署速度,並削弱美國在AI領域的領先地位。
AI outlook — possibilities, not facts
美國聯邦政府將在法案通過後5年內完成中國製光模組汰換
Possible · Within years

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