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Back黄仁勋风波调查:黄乐任职的新加坡公司什么来头?
黄仁勋风波调查:黄乐任职的新加坡公司什么来头?
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德国之声21 minutes agoBusiness7 min readChinaView translation

黄仁勋风波调查:黄乐任职的新加坡公司什么来头?

涉及英伟达芯片非法转运至中国及高管黄乐的间谍指控,美国商务部与司法部介入调查

Quick Look

美国正调查新加坡云计算公司Megaspeed涉嫌向中国走私英伟达AI芯片。该公司高管黄乐被指与英伟达CEO黄仁勋有婚外情并涉嫌间谍活动。美国商务部调查曾因英伟达高层介入而中止,目前案件由司法部接手。

AI-generated summary

Why It Matters

Megaspeed被指协助中国获取受限的英伟达AI芯片。美国政府正调查其与中国情报机构的潜在联系及芯片非法转运问题。

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(德国之声中文网)美国正在调查英伟达首席执行官黄仁勋与中国籍女商人黄乐(Alice Huang)的婚外情,黄乐被指为北京从事间谍活动。在此背景下,她曾担任高管的新加坡云计算公司Megaspeed再次受到审视。据报道,美国商务部此前对该公司涉嫌走私英伟达芯片进行过长达数月的调查,但是在英伟达总法律顾问介入后中止,案件目前由司法部进行刑事调查。

公司背景:前身为7Road International

路透社查阅的工商资料显示,英伟达客户Megaspeed于2015年以7Road International的名称注册成立,2023年3月更名为Megaspeed International。法新社此前报道指出,这一旧名暗示它与中国游戏公司第七大道(7Road)有关联。

Megaspeed由在新加坡注册的Swiftdata全资拥有。Swiftdata成立于2023年10月,自称主营业务是“由非数据中心提供托管服务”,即提供云算力和服务器的服务公司,而不是传统的数据中心建设和运营商。

两家公司的高级职员中都列有两名新加坡公民,他们也是工商资料中这两家公司仅有的登记高级职员。其中,陈永邦(音,Tan Yong Pong)于2023年10月31日被任命为Swiftdata董事,不到两周后又成为Megaspeed董事。黄伟诗(音,Ng Wei Shi Khloe)是两家公司登记的公司秘书,Swiftdata的地址与她的地址相同。

据媒体报道,同一时期,黄乐结束了在Megaspeed为期八个月的董事总经理任期。彭博社则称,她在领英上自称该公司首席执行官,但名义上从未担任过这一职务。据彭博社报道,英伟达总法律顾问泰特(Tim Teter)大约三个月前(即今年8月前后)曾对一名白宫官员表示,黄乐在Megaspeed的地位并不像她自称的那么重要。

路透社未能立即联系上Swiftdata,Megaspeed也没有回应置评请求。

业务扩张:资产一年暴增近百倍

Megaspeed因涉嫌帮助北京获得对华出口受限的英伟达先进人工智能芯片,受到美国审视。该公司在官网上称,它是英伟达在亚太地区的云合作伙伴,提供英伟达GB200 NVL72和HGX H100系统的使用服务。

工商资料显示,Megaspeed的资产从2023年的3300万美元猛增至2024年的30亿美元。该公司2024年营收从零跃升至2.94亿美元,税后亏损2000万美元,上一年亏损仅为21283美元。现金流量表显示,2024年有844555美元用于投资活动;上一年,融资活动带来了1000万美元现金。

据《纽约时报》报道,2024年Megaspeed开始向马来西亚进口价值数十亿美元的英伟达先进人工智能设备,美国随即开始调查该公司和黄乐。该公司在东南亚各地建设数据中心,为包括阿里巴巴在内的中国客户提供服务。这本身是合法的,但美国官员担心,部分芯片被非法转运到了中国。

2025年10月,《纽约时报》首次报道美国政府正在调查Megaspeed。彭博社援引马来西亚贸易记录称,一个月后,即2025年11月,Megaspeed仍进口了至少17544枚英伟达GB300处理器,价值约7.87亿美元。GB300是当时市场上最先进、最抢手的人工智能芯片。

彭博社分析的贸易记录显示,英伟达向美国政府报告的统计数据,少算了5万枚通过硬件合作伙伴卖给Megaspeed的芯片,价值数十亿美元。在被追问这一差距后,英伟达于2025年12月告诉彭博社,它已检查了存放这些缺失硬件的其他Megaspeed仓库,但拒绝说明在这些设施中究竟找到了多少芯片,也拒绝提供任何进一步细节。

彭博社还报道,英伟达告诉华盛顿官员它走访过的八家数据中心运营商中,有两家表示它们实际上并没有Megaspeed的硬件;此外,Megaspeed在中国还有一家类似“孪生兄弟”的公司。目前尚不清楚英伟达是否就这些问题与工业与安全局或司法部沟通过。

美国商务部调查:英伟达介入后中止

据《纽约时报》报道,2025年8月,工业与安全局负责此案的探员收到英伟达总法律顾问泰特的邮件,泰特称商务部副部长凯斯勒(Jeffrey Kessler)已允许他就此案进行联系。探员们对此感到震惊,一些人认为这违反了政府程序,并可能影响此案的公正性。为了避免调查受到损害,此案随后被转交给司法部。

彭博社则称,泰特2025年夏末先致电凯斯勒,询问工业与安全局是否参与了新加坡扣留黄乐一事。此后,工业与安全局人员向英伟达提出问询须经凯斯勒批准,并被告知在对外沟通中不要提及Megaspeed或其马来西亚子公司Speedmatrix。《纽约时报》则称,特朗普重返白宫后,凯斯勒等商务部领导人就已规定,任何针对英伟达的调查都须先获得他们的批准。2025年底,司法部要求工业与安全局暂停调查,此后调查一直没有进展。

工业与安全局表示,其执法均“严格按规矩进行”。英伟达表示,它与官员沟通是为了回答问题、提供信息,并帮助政府“阻止任何潜在的走私者”。

据《纽约时报》报道,尽管其他机构提议把Megaspeed列入实体清单,商务部至今没有推进。彭博社称,Megaspeed目前仍是英伟达官方认证的云合作伙伴,尽管泰特声称英伟达已停止与它做生意。

Megaspeed否认芯片转移指控,并表示曾多次提出与美国政府合作,但没有得到回应。

新加坡调查:黄乐被指曾遭限制离境

据路透社报道,2025年10月,新加坡警方表示,正就Megaspeed“涉嫌违反我国国内法律”展开调查。此前,一名美国参议员要求美国商务部调查该公司是否转移了英伟达芯片。

10月,《华尔街日报》称,新加坡对黄乐与黄仁勋的关系感到担忧,有关当局还在另行调查她与中国情报机构的涉嫌联系。新加坡内政部对此回应称:“我们要明确指出,新加坡政府及其官员都没有说过这样的话。也没有针对艾丽斯·黄(即黄乐)进行过此类调查。”内政部同时表示,对Megaspeed的调查仍在继续。

彭博社则报道,新加坡警方2025年曾把黄乐带去问话,并限制她离境。法新社援引《纽约时报》报道称,新加坡当局曾于2025年询问过黄乐。Megaspeed方面则称,新加坡“对涉嫌芯片转移相关活动”的调查“已于今年早些时候结束,没有对Megaspeed采取不利行动”。

近年来,新加坡已成为中国企业设立办事处的重要地点。路透社指出,这些企业试图进行“新加坡洗白”(Singapore-wash),即把总部设在以贸易为导向的新加坡,以降低中美紧张关系带来的风险。

新加坡曾表示,它不执行“其他国家实施的单边出口管制”,但会“坚决打击违反我国法律、从事欺诈和不诚实行为的公司和个人”。新加坡目前还在一起无关的案件中调查另外四名被控芯片欺诈的人。

What to Watch

AI outlook — possibilities, not facts

  • 美国司法部将对Megaspeed芯片走私案发布初步调查报告。

    Likely · Within months

Open Questions

  • 英伟达是否确实知晓芯片非法转运?
  • 黄乐与中国情报机构的具体关联证据为何?
  • 美国司法部调查的最终结论何时公布?

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This article was originally published by 德国之声.

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