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Backトランプ政権に痛手 AIブームの立役者が退場―米エヌビディアCEO辞任
トランプ政権に痛手 AIブームの立役者が退場―米エヌビディアCEO辞任
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時事通信16 minutes agoWorld3 min readJapanView translation

トランプ政権に痛手 AIブームの立役者が退場―米エヌビディアCEO辞任

Quick Look

エヌビディアのフアンCEO辞任がトランプ政権に打撃を与えている。AI産業への貢献や対中交渉カードとしての役割があった一方、スパイ疑惑を巡り政権の対応が議会から糾弾されている。

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Why It Matters

エヌビディアのフアンCEOは、トランプ政権下で対中半導体輸出規制の交渉役を務め、AI政策諮問機関の委員にも指名されていた。スパイ疑惑が浮上し、政権内での調査が進められていた。

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【ワシントン時事】米半導体大手エヌビディアのフアン最高経営責任者(CEO)の辞任は、トランプ政権にとっても大きな痛手だ。世界で追随を許さない最先端半導体は人工知能(AI)産業の発展に大きく貢献し、米株価を押し上げたほか、中国との交渉材料にもなった。スパイ疑惑の浮上で、政権の対応も糾弾されている。

米メディアによると、トランプ大統領がフアン氏と初めて会ったのは昨年1月の就任直後。中国企業も利しかねない同社の技術は、政権の脅威と映り、トランプ氏は急速に距離を縮めた。

フアン氏は先端半導体の対中輸出でトランプ氏と直接交渉。昨年12月にはフアン氏の働き掛けを受け、その5日後にはトランプ氏がこれを容認した。対中融和を進めたい政権には交渉カードにもなり、中国の輸出規制で苦しんだレアアース(希土類)の供給回復の一助となったともされる。

政策への発言力を強めるフアン氏は今年3月、AI政策に関する諮問機関の委員に指名され、9月の米中首脳会談の際には夕食会で両首脳夫妻と円卓を囲む存在にまでなった。

一方、政権内では並行して、フアン氏と親密な女性を巡るスパイ疑惑の調査が進んでいた。ルビオ国務長官は5月、米当局が工作員とにらむ女性との関係を警告するメモの作成を指揮し、その内容が政権幹部に共有された。

ルビオ氏は当時、首脳会談のため訪中する機内でトランプ氏に説明したとされる。だが、トランプ氏は疑惑が表面化した後も「知らなかった」と主張。政権が女性が幹部を務める企業への輸出規制を先送りしたことも判明している。

議会の反発は強い。共和党のマスト下院外交委員長らがフアン氏に説明を要求。民主党上院トップのシューマー院内総務もトランプ氏の対応は「職務怠慢だ」と非難した。民主党のウォーレン上院議員らは11日、フアン氏とトランプ氏のやりとりの記録を保存するよう求めた。共和党のモーレナール下院中国問題特別委員長は12日、「国家安全保障を最優先する経営陣を起用しなければならない」と注文を付けた。

What to Watch

AI outlook — possibilities, not facts

  • 議会によるフアン氏とトランプ氏のやりとり記録の保存要求が調査に発展する

    Likely · Within weeks

Open Questions

  • スパイ疑惑の具体的な証拠は何か
  • フアン氏辞任の直接的な理由は何か
  • 政権が女性が幹部を務める企業への輸出規制を先送りした理由は何か

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