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20 national security experts urge Trump administration to restrict Nvidia H20 sales to China
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美国国家安全专家和前政府官员致信商务部长,敦促其推翻近期允许英伟达(Nvidia)向中国出售H20先进AI芯片的决定。他们认为此举是“战略失误”,将损害美国在人工智能领域的军事和民用优势。信中特别指出,H20芯片在AI推理方面表现出色,能够加速中国前沿AI能力的发展,甚至在某些方面超越了受限的H100芯片。专家们还担心此举会加剧美国国内AI芯片瓶颈,可能被用于支持中国军方,并削弱现有的芯片出口管制。此信件是在商务部批准英伟达在华销售AI芯片两周后发出的,此前双方就稀土元素进行了贸易讨论。

**AI芯片的战略重要性**:专家们认为,Nvidia的H20芯片并非过时产品,而是中国前沿AI能力的重要加速器。H20芯片专为规避出口管制阈值而设计,并优化了AI推理能力,而推理正是当前AI模型取得显著进展的关键过程。信中强调,H20在推理任务上甚至超越了美国已限制出口的H100芯片,直接关系到美国的AI技术优势。

**对美国国家安全的潜在威胁**:信件指出,允许H20芯片在中国销售将对美国的AI“优势”产生不利影响,无论是在军事还是民用领域。专家们担忧这些芯片可能被用于支持中国军方,从而对美国的国家安全构成威胁。将此问题定性为国家安全而非贸易问题,凸显了其紧迫性和重要性。

**出口管制的有效性与挑战**:专家们认为,今年早些时候禁止H20芯片出口的决定是正确的,并呼吁继续维持这一立场,以保持美国的技术领先地位。他们认为,此次放行H20芯片的决定削弱了整体芯片出口管制措施的有效性,并可能加剧美国国内的AI芯片供应瓶颈问题。这反映了在维护技术优势方面,出口管制政策面临的挑战。

**高层官员的担忧与呼吁**:签署信件的包括特朗普政府时期的前副国家安全顾问马特·波廷格、小布什政府时期的前国土安全部助理部长斯图尔特·贝克以及前国家安全委员会成员大卫·费斯等。这些资深国家安全专家的集体发声,表明了对政府决策的深切担忧,并呼吁政府部门重新审视并纠正这一被视为“战略失误”的决定。

Not everyone is happy that the Trump administration gave Nvidia the green light to start selling its H20 advanced AI chips in China again.

A group of 20 national security experts and former government officials wrote a letter to the U.S. Department of Commerce Secretary Howard Lutnick on Monday urging the Trump administration to reverse its recent decision to let Nvidia resume selling its H20 AI chips in China.

The letter called the Trump administration’s recent decision a “strategic misstep” that will have detrimental effects on the U.S.’s AI “edge” for both military and civilian use cases.

The letter specifically called out H20’s AI inference, the process of using a trained AI model to make decisions on unseen data.

“The H20 is a potent accelerator of China’s frontier AI capabilities, not an outdated AI chip,” the letter stated. “Designed specifically to work around export control thresholds, the H20 is optimized for inference, the process responsible for the dramatic capabilities gains made by the latest generation of frontier AI reasoning models. For inference tasks, the H20 outperforms even the H100, an AI chip this administration has restricted access to due to its advanced capabilities.”

The letter also claimed that selling the H20 chips in China will worsen the existing AI chip bottleneck in the U.S.; that these chips could be used to support China’s military; and that this decision will weaken overall chip export controls.

“The decision to ban H20 exports earlier this year was the right one,” the letter said. “We ask you to stand by that principle and continue blocking the sale of advanced AI chips to China as America works to maintain its technological edge. This is not a question of trade. It is a question of national security.

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The letter’s signatories include Matt Pottinger, the former deputy national security adviser during Trump’s first term; Stewart Baker, the former assistant secretary of Homeland Security under George W. Bush; and David Feith, a former member of the National Security Council, among others.

This letter comes two weeks after the DOC gave Nvidia the green light to start selling its AI chips in China again in relation to ongoing trade discussions with China regarding rare earth elements. At the time, Lutnick tried to downplay the decision and said Nvidia’s H20 was the company’s “fourth best” AI chip.

Last week, the Trump administration unveiled its AI Action Plan, which highlighted the need for U.S. AI chip export restrictions but was light on the details of what those export controls would look like.

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Nvidia AI芯片 出口管制 国家安全 中国
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