华尔街日报 | 美国参议员抨击英伟达在华设立研发中心的计划

                

Senators Bash Nvidia’s Plans for Facility in China


英伟达(Nvidia)正面临美国议员的新指控，称该公司与中国关系过于密切，这一批评可能预示着这家估值颇高的芯片制造商将面临新的挑战。
Nvidia is facing fresh accusations from U.S. lawmakers that the company is too close to China, criticism that could signal new challenges for the richly valued chip maker.
印第安纳州共和党参议员吉姆·班克斯(Jim Banks)和马萨诸塞州民主党参议员伊莉莎白·沃伦(Elizabeth Warren)在最近致英伟达首席执行官黄仁勋(Jensen Huang)的一封信中写道，英伟达最近在上海设立一家研发中心的计划可能会让中国获得尖端技术。《华尔街日报》(The Wall Street Journal)看到了这封信件的副本。
Recent plans for an Nvidia facility in Shanghai risk giving China access to cutting-edge technology, Sen. Jim Banks (R., Ind.) and Sen. Elizabeth Warren (D., Mass.) wrote in a recent letter to Chief Executive Jensen Huang, a copy of which was viewed by The Wall Street Journal.
他们在信中表示，这座研发中心“会引发重大的国家安全和经济安全问题，需要进行严肃审查”。两位参议员要求英伟达提供有关该研发中心计划的完整时间表和说明，包括具体研究和工程项目的细节以及任何财务激励措施。
The facility “raises significant national security and economic security issues that warrant serious review,” they said in the letter. The senators demanded that Nvidia provide a comprehensive timeline and description of its plans for the facility, including details on specific research and engineering projects and any financial incentives. 
英伟达一位发言人在一份声明中表示，该公司“只是为现有员工租赁一个新的办公场所，这些员工在后疫情时代重返工作岗位需要这个空间。工作范围将保持不变。”英伟达已表示，不会有先进的芯片设计被送到该研发中心。
An Nvidia spokesman said in a statement that the company “is simply leasing a new space for existing employees, who need the room in the post-Covid return to work. The scope of work will remain unchanged.” The company has said no advanced chip designs will be sent to the facility. 
英伟达正处于美中科技战的风口浪尖，该公司试图在遵守出口限制的同时，保持与全球这两个最大经济体的联系。英伟达在海外的几乎每一步行动都面临着对华强硬派的批评，因为这些人士担心人工智能(AI)芯片最终会落入对手手中。
Nvidia is in the crosshairs of the U.S.-China tech war, trying to maintain access to the world’s two largest economies while complying with export restrictions. The company faces criticism from China hawks for nearly every move it makes overseas because of worries that artificial-intelligence chips will end up in the hands of adversaries. 


印第安纳州共和党参议员吉姆·班克斯和马萨诸塞州民主党参议员伊莉莎白·沃伦

英伟达周三公布又一季度销售额创纪录，最近一个财季收入达到440.6亿美元，增长69%，尽管特朗普(Trump)政府收紧了对华芯片销售的限制。该公司表示，目前在中国销售芯片的“选择有限”。
The company posted another quarter of record-breaking sales on Wednesday, with revenue reaching $44.06 billion for its latest period, rising 69% despite the Trump administration’s tighter limits on China chip sales. The company said it has “limited options” at the moment for selling its chips there.
本月早些时候有消息称，英伟达计划让其在上海的新办公地点容纳在华员工。像班克斯和沃伦这样的批评者认为，该办公室仍可能成为英伟达最先进产品最终助推中国AI产业的门户。
News emerged earlier this month that the company planned for the new Shanghai facility to house its China workforce. Critics like Banks and Warren argue that the office could still be a gateway for the company’s most advanced products to end up boosting the Chinese AI industry. 
这封信代表了作为MAGA保守派和特朗普盟友的班克斯与进步派人士沃伦之间一次不同寻常的联合。这表明对中国科技行业的担忧是华盛顿最具跨党派共识的问题之一。
The letter represents an unusual alliance between Banks, a MAGA conservative and Trump ally, and the progressive Warren. It shows how concern over China’s tech sector is one of the most bipartisan issues in Washington.   
“任何美国公司都不应帮助中共缩小AI差距，”班克斯说。
“No American company should be helping the Chinese Communist Party close the AI gap,” Banks said.
这封信发出一周前，黄仁勋称美国的出口限制是失败的，并说这些限制使中国公司更具创造力和决心。本月早些时候，英伟达签署了一项向阿联酋供应芯片的协议。国家安全专家警告称，鉴于中国与阿联酋之间的密切联系，这笔交易可能会适得其反。
The letter comes a week after Huang called U.S. export restrictions a failure, saying they have made Chinese companies more creative and determined. Earlier this month, Nvidia signed an agreement to send chips to the United Arab Emirates, a deal that national-security experts warned could backfire because of the close links between China and the UAE.
在中国初创企业DeepSeek今年1月份发布了一款令人印象深刻的模型后，美国议员们更加关注AI竞赛。
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Lawmakers have increased focus on the AI race after Chinese upstart DeepSeek released an impressive model in January.
特朗普政府正在重塑出口管制政策，暗示将对向中国销售产品采取严格立场，同时允许向与美国友好国家更自由地销售。英伟达周三表示，由于4月份宣布的对其H20芯片的新限制，该公司在最近的季度业绩中计提了45亿美元费用。
The Trump administration is reshaping export-control policy, signaling it will take a strict stance on sales to China while allowing freer sales to countries friendly with the U.S. Nvidia took a $4.5 billion charge in its most recent quarterly results as a result of new restrictions on its H20 chips announced in April, the company said Wednesday.
投资者正在观望英伟达是否会推进开设上述中国办公室的计划，以及该公司将如何在遵守出口规则的同时开发可以在中国销售的芯片。他们还在关注美国与其他国家之间就芯片准入问题进行的双边谈判。
Investors are watching to see whether Nvidia will move ahead with opening the China office and how it will develop chips it can sell in China while complying with export rules. They are also monitoring bilateral negotiations between the U.S. and other countries over chip access.