All Content from Business Insider 07月16日 03:19
Howard Lutnick says he's fine with Nvidia selling its 'fourth best' AI chips to China
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美国商务部部长霍华德·卢特尼克表示,美国公司可以向中国出售芯片,但会限制其技术含量。英伟达宣布获得许可,可以重新向中国销售其H20芯片。特朗普政府表示,允许英伟达进入利润丰厚的中国市场。卢特尼克表示,美国不会向中国出售最好的芯片,只会出售第四好的。英伟达的H20芯片技术含量较低,公司还销售其他性能更强大的芯片。英伟达正在从Blackwell芯片过渡到Blackwell Ultra,并计划推出下一代超级芯片“Vera Rubin”。英伟达CEO黄仁勋一直主张向中国出售公司的高端芯片。卢特尼克表示,美国政府认为完全切断中国对人工智能发展所需芯片的供应,不会使中国的AI产业挨饿。他认为,中国有能力自己建造芯片,但美国希望保持一步领先,以便中国继续购买美国芯片。最终,卢特尼克表示,如果中国依赖美国芯片,那将是最好的。

🔍 美国商务部部长霍华德·卢特尼克表示,美国公司可以向中国出售芯片,但会限制其技术含量,只出售第四好的芯片。

📉 英伟达宣布获得许可,可以重新向中国销售其H20芯片,该芯片技术含量较低,公司还销售其他性能更强大的芯片。

💡 英伟达正在从Blackwell芯片过渡到Blackwell Ultra,并计划推出下一代超级芯片“Vera Rubin”,CEO黄仁勋一直主张向中国出售公司的高端芯片。

🇨🇳 美国政府认为完全切断中国对人工智能发展所需芯片的供应,不会使中国的AI产业挨饿,中国有能力自己建造芯片,但美国希望保持一步领先,以便中国继续购买美国芯片。

🛠️ 卢特尼克表示,如果中国依赖美国芯片,那将是最好的,因为开发者是技术的关键,美国希望中国开发者沉迷于美国技术栈。

Commerce Secretary Howard Lutnick echoed Nvidia CEO Jensen Huang's view of why a US company should sell chips to China.

The Trump White House says it's content to allow Nvidia to tap into the lucrative Chinese market.

"We don't sell them our best stuff, not our second best stuff, not even our third best," Commerce Secretary Howard Lutnick said on CNBC Tuesday afternoon. "I think fourth best is where we have come out that we're cool."

Nvidia announced on Monday that the Trump administration has signaled it will allow the company to sell its China-specific H20 chip once more. The news sent shares of the world's most valuable company, which eclipsed $4 trillion in market cap last week, even higher.

Nvidia's H20 was designed to be technologically inferior. As Lutnick said, the company also sells three other chips that far surpass the H20's power. Nvidia is already preparing its transition from Blackwell (its most powerful chip) to Blackwell Ultra and has plans for its next superchip, "Vera Rubin."

CEO Jensen Huang has pushed to sell the company's prized chips to China. Before the news, Nvidia said it had lost $8 billion on unshipped orders. The announcement came after Huang met with President Donald Trump at the White House last week.

Lutnick said that the administration shares Huang's view that cutting China off completely from the chips needed to power artificial intelligence advancements won't starve China's AI industry.

"So the idea is the Chinese are more than capable of building their own, right? So you want to keep one step ahead of what they can build so they keep buying our chips, because, remember, developers are the key to technology," Lutnick said.

In the end, Lutnick said, it's better if China becomes reliant on the US for chips.

"So you want to sell the Chinese enough that their developers get addicted to the American technology stack," he said. And that's the thinking. Donald Trump is on it."

Read the original article on Business Insider

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美国商务部 英伟达 中国芯片市场 人工智能 技术依赖
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