英伟达要求部分云客户减少来自中国企业的业务
Nvidia pushes cloud customers to cut back on China business
AI 导读
英伟达已要求部分云客户减少承接中国企业的业务，并披露使用其芯片的最终用户身份。
摘要与补充说明
据 The Information 援引三名知情人士报道，这一指导并非强制，只适用于未来合同，不涉及已有交易；《金融时报》称该要求通过销售代表和区域团队口头传达。此举针对美国出口管制的缺口：现行规则限制芯片出货，但一般不覆盖通过云服务远程访问算力，中国 AI 开发者因此可在海外数据中心租用算力使用英伟达芯片。此前在涉及 Kimi 聊天机器人开发商 Moonshot AI 的指控出现后，美国方面已在调查中国企业经海外数据中心获取此类芯片的情况。
正文
Nvidia has told some cloud customers to take on less business from Chinese companies. The guidance is meant to push cloud providers, including Nvidia-backed neoclouds, toward a more diverse customer mix, The Information reports, citing three people familiar with the matter.
The directive isn't mandatory and applies to future contracts, not existing deals. Cloud customers are also being asked to disclose the identity of end users accessing the chips. According to the Financial Times, the instruction was communicated verbally through sales reps and regional teams.
The move targets a gap in U.S. export controls. The rules restrict chip shipments but generally don't cover remote access through cloud services. That lets Chinese AI developers tap advanced Nvidia chips by renting compute capacity at data centers abroad, without ever importing the hardware. U.S. authorities had been looking into Chinese AI companies accessing such chips through foreign data centers after allegations surfaced involving Moonshot AI, the developer behind the Kimi chatbot.
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