2025年7月17日
Nvidia is celebrating its renewed ability to sell certain artificial intelligence computer chips in China, after the Trump administration this week lifted key restrictions.
本周,在特朗普政府解除关键限制措施后,英伟达正在庆祝重新获得向中国销售某些人工智能计算芯片的许可。
But Jensen Huang isn’t about to take any credit for the change.
但黄仁勋无意将政策的转变归功于自己。
Mr. Huang, the chief executive of the Silicon Valley chip giant, used a 95-minute press briefing on Wednesday in Beijing to play down his role in persuading President Trump to allow chip sales to China. He distanced himself, too, from China’s latest export controls, suggesting even the restrictions on a rare earth metal used in chips wouldn’t affect the company.
这位硅谷芯片巨头的首席执行官周三在北京举行了一场长达95分钟的新闻发布会,他淡化了自己在说服特朗普总统允许向中国销售芯片方面所起到的作用。同时,他还与中国最新的出口管制措施保持距离,甚至暗示对芯片中使用的一种稀土金属的限制也不会影响英伟达。
Mr. Huang has met with senior officials in Washington and Beijing in the past few days, including Mr. Trump, to promote artificial intelligence and his company’s central role in the industry. Many of the world’s most advanced A.I. systems are powered by calculations done on Nvidia’s chips. Last week, the company became the first public firm to reach $4 trillion in market value.
在过去几天里,黄仁勋与华盛顿和北京的高级官员举行了一系列会晤,其中包括特朗普,旨在推销人工智能以及他的公司在该行业的核心作用。世界上许多最先进的AI系统都依赖英伟达芯片完成计算。上周,该公司成为首家市值突破4万亿美元的上市公司。
“I don’t think I changed his mind,” Mr. Huang said of Mr. Trump. “It’s my job to inform the president about what I know very well, which is the technology industry, artificial intelligence, the developments of A.I. around the world.”
“我不认为我改变了他的想法,”黄仁勋在谈到特朗普时说,“我的工作是向总统介绍我非常了解的领域,也就是科技产业、人工智能以及全球人工智能的发展。”
Mr. Huang’s apparent modesty underscores the balancing act he must play between the world’s two largest economies as they compete for primacy over artificial intelligence. Three presidential administrations in Washington have tried to hold back China’s A.I. capabilities by cutting off the flow of advanced chips, including by restricting Nvidia’s sales to Chinese companies.
表面上的谦逊态度凸显了黄仁勋在全球两大经济体之间必须采取的平衡策略,因为这两个国家正在争夺人工智能领域的主导地位。华盛顿的三届政府都试图通过切断先进芯片的供应来遏制中国的人工智能发展,包括限制英伟达向中国企业销售芯片。
At the same time, Beijing has emphasized self-reliance in the A.I. industry, as it has for electric vehicles and solar panels. Government ministries have pushed Chinese companies to make everything they need for A.I. on their own. With Beijing’s backing, Chinese companies like the telecommunications giant Huawei have been racing to develop alternatives to Nvidia’s technology.
与此同时,北京也在强调人工智能产业的自力更生,就像在电动车和太阳能电池板领域所做的一样。政府部门一直在推动本土企业自主生产人工智能所需的一切。在政府支持下,像电信巨头华为这样的中国企业正在加紧研发可替代英伟达技术的本土方案。
Mr. Huang used his remarks to encourage more cooperation between the two countries. China, he said, has half the world’s A.I. researchers and is such a big market that American technology companies must do business there to stay competitive.
黄仁勋在讲话中鼓励两国加强合作。他说,中国拥有全球一半的人工智能研究人员,而且市场如此之大,以至于美国科技企业必须在那里开展业务才能保持竞争力。
“Technology leadership requires big markets,” he said.
“技术领先需要大市场,”他说。
Until this week, it looked like Washington’s latest controls would result in Nvidia taking a multibillion-dollar hit on inventory it had planned to sell in China. China accounted for $17 billion of Nvidia’s revenue during its last fiscal year, according to the advisory firm Bernstein Research.
直到本周之前,华盛顿最新一轮的出口管制似乎将导致英伟达面临数十亿美元的中国市场库存损失。根据咨询公司伯恩斯坦研究的数据,中国在英伟达上一个财年中贡献了170亿美元的营收。
Nvidia has spent months lobbying politicians across Washington to keep selling chips to China. Last Thursday, Mr. Huang met with Mr. Trump.
数月来,英伟达一直在游说华盛顿的政界人士,希望能继续向中国销售芯片。上周四,黄仁勋面见特朗普。
Then, on Monday Nvidia said the U.S. government had approved sales, with a license, of a chip the company had developed to sell to China, known as the H20.
随后,在本周一,英伟达表示美国政府已批准它向中国销售一款专为中国市场开发的芯片——H20,但需要获得销售许可。
The decision would allow Chinese tech companies to restart purchases of the H20. Mr. Huang said on Wednesday that some inventory that had previously looked unsalable could now be sold, but declined to estimate how much.
这一决定将使中国科技企业能够重新开始购买H20芯片。黄仁勋周三表示,一些之前看似无法出货的库存现在可以出售了,但他拒绝对具体数量做出估算。
黄仁勋今年多次访问北京,并承诺将继续向中国市场销售英伟达产品。
Now, China is imposing its own controls on the overseas transfer of technology. The Ministry of Commerce announced on Tuesday that any further overseas transfers of eight kinds of electric car battery chemistry technology would first require licenses by the Chinese government.
现在,中国正在对技术向海外转移实施自己的管制。中国商务部周二宣布,未来八种电动汽车电池化学技术的境外转移将首先需要获得中国政府的许可。
Nvidia has found itself facing Chinese export controls around dysprosium, a rare earth metal that it uses in many of its chips but in small quantities. Beijing put controls on the metal, which is refined almost exclusively in China, in April.
英伟达也面临中国对镝实施的出口管制,这是一种稀土金属,英伟达的许多芯片都会用到它,但量很小。北京方面在今年4月对这种几乎完全在中国精炼的金属实施了管制。
But Mr. Huang said he hadn’t discussed that issue with Chinese officials in their meetings this week, and suggested that enough dysprosium remained available for Nvidia’s needs.
但黄仁勋表示,他本周在与中国官员的会谈中并未讨论这个问题,并暗示仍有足够的镝可满足英伟达的需求。
“The volume we use is not that high in the grand scheme of things — I think the amount of overall inventory around the world is sufficient for us,” he said.
“从整体来看,我们使用的量并不那么大——我认为全球的总体库存量对我们来说是足够的,”他说。
Asked whether he had discussed China’s rare earth or battery technology restrictions on Wednesday with Chinese officials, Mr. Huang replied with a laconic “no.”
当被问及周三是否与中国官员讨论过中国的稀土或电池技术限制时,黄仁勋只简单回答说“没有”。
Mr. Huang had previously described Washington’s export controls as a failure and said they had spurred Nvidia’s Chinese rivals. On Wednesday, he admitted that export controls were unlikely to disappear. “Export control as a pillar of national security, and export control as a regime for global exchange, I think is here,” he added.
黄仁勋此前曾形容华盛顿的出口管制为失败之举,并表示它们刺激了英伟达在中国的竞争对手。周三,他承认出口管制不太可能消失。“出口管制作为国家安全支柱,以及它作为全球贸易机制,我认为都会长期存在,”他补充道。
The Trump administration has had little response so far to the decision by China’s Ministry of Commerce on Tuesday to impose limits on the transfer of battery chemistry technology a day after the United States allowed the sale of advanced computer chips to China.
就在美国允许向中国出售先进计算机芯片一天后,中国商务部周二决定限制电池化学技术转让,对此特朗普政府尚未做出太多回应。
Democrats have been more worried. Senator Chris Coons, Democrat of Delaware, assailed Mr. Trump in a statement for “giving China a tool that will strengthen their economy and military” with the chips, while China restricted battery technology “we need for our own economy and security.”
民主党人则更加担忧。特拉华州民主党参议员克里斯·库恩斯在一份声明中抨击特朗普,指责他销售芯片“为中国提供了一个将强化其经济和军事实力的工具”,而中国却限制了“我们自己的经济和安全所需的”电池技术。