Weeks after Nvidia struck a deal with the Trump administration to pay for clearance to ship semiconductors to China, the company has started winding down production of a chip designed for Chinese companies and begun work on its more powerful successor.

在与特朗普政府达成协议，同意支付费用以获得向中国出口半导体的许可数周后，英伟达已开始逐步停止为中国公司专门设计的一款芯片的生产，并着手研发性能更强大的下一代产品。

Jensen Huang, Nvidia’s chief executive, said on Friday in Taipei, Taiwan, that the company was offering a “new product for A.I. data centers,” which would be a version of its most cutting-edge chips that would be modified to reduce some of its performance, as required by the United States. He said he was seeking the Trump administration’s approval to sell the chip.

英伟达首席执行官黄仁勋上周五在台北表示，该公司将提供一款“面向人工智能数据中心的新产品”，这将是在其最尖端芯片的基础上，根据美国政府的要求进行性能降低后的版本。他说，他正在寻求特朗普政府批准出售该芯片。

“It’s up to, of course, the United States government,” Mr. Huang said. “And we’re in dialogue with them, but it’s too soon to know.”

“当然，这取决于美国政府，”黄仁勋说。“我们正在与他们协商，但结果还言之过早。”

Mr. Huang’s comments came as Nvidia asked suppliers to wind down production of its current chip designed for China, the H20, said two people familiar with the company’s strategy. Beijing has discouraged Chinese companies from buying the H20 chips, with administrators warning that the chips could have “backdoor security risks.”

两位熟悉英伟达战略的人士表示，黄仁勋的评论发表之际，英伟达已要求供应商逐步停止生产目前为中国设计的芯片H20。北京劝阻中国公司购买H20芯片，监管机构警告称，这些芯片可能存在“后门安全风险”。

“We constantly manage our supply chain to address market conditions,” said Mylene Mangalindan, an Nvidia spokeswoman.

“我们不断调整供应链以应对市场状况，”英伟达发言人米琳·曼加林丹说。

The Information previously reported on Nvidia’s winding down production of its H20 chip.

《The Information》此前报道了英伟达逐步停止生产H20芯片的新闻。

Nvidia’s plans for China have divided Washington, where the Trump administration and some congressional leaders are at odds over global A.I. chip sales. Because the chips are used to build artificial intelligence systems, the U.S. government has weighed whether to limit sales so that U.S. companies can stay ahead of China in the A.I. race, preventing the Chinese military from using them to coordinate attacks or develop weapons.

英伟达在中国的计划引发了华盛顿的分歧，特朗普政府与一些国会议员在全球人工智能芯片销售问题上意见不一。由于这些芯片被用于构建人工智能系统，美国政府一直在权衡是否要限制销售，以确保美国公司在人工智能竞赛中保持对中国的领先优势，防止中国军方利用这些芯片协调攻击或研发武器。

In April, Mr. Trump blocked sales of the H20 to China, but reversed that decision in July and later struck a deal to take a 15 percent cut of sales of the chips. Last week, Mr. Trump said he was open to cutting a deal to permit Nvidia to sell a successor to the H20, provided it was “somewhat enhanced — in a negative way.”

今年4月，特朗普曾禁止向中国销售H20芯片，但在7月撤销了这一决定，随后达成从芯片销售中抽成15%的协议。上周，特朗普表示他愿意达成协议，允许英伟达出售H20的换代产品，只要该芯片“经过某种加强就行——反向的加强”。

“In other words, take 30 percent to 50 percent off of it,” Mr. Trump said.

“换句话说，性能削弱30%到50%，”特朗普说。

A chip that is 50 percent less powerful than the company’s Blackwell B300 chip would still have better performance than the chips that companies like OpenAI used to train chatbots as recently as last year, according to Lennart Heim, an information scientist at RAND, the think tank. It would exceed the performance thresholds set by the Biden administration for chips sold to China.

即便性能比英伟达的Blackwell B300芯片低50%，其运算能力仍然优于OpenAI等公司在去年用于训练聊天机器人的芯片，智库兰德公司的信息科学家莱纳特·海姆表示。这将超过拜登政府设定的对华芯片销售性能门槛。

Some congressional leaders have criticized the Trump administration’s policy change and expressed alarm that Mr. Trump would approve selling a more powerful chip than the H20.

部分国会议员对特朗普政府的政策转变提出批评，并对特朗普可能批准对华出售比H20更强大的芯片表示担忧。

On Friday, Representative Raja Krishnamoorthi, a Democrat from Illinois on the House Select Committee for China, introduced a bill to require presidential and congressional approval of A.I. chips for China. Senator Jim Banks, Republican of Indiana, has also questioned Mr. Huang’s push to sell chips to China.

周五，伊利诺伊州民主党众议员、众议院中国问题特别委员会成员拉贾·克里希纳穆尔西提出一项法案，要求对华销售人工智能芯片必须经总统和国会批准。印第安纳州共和党参议员吉姆·班克斯也对黄仁勋推动对华销售芯片的做法表示质疑。

Nvidia faces separate challenges in Beijing. In July, China’s internet regulator, the Cyberspace Administration of China, said it had summoned Nvidia to explain “backdoor” functions that would allow the chips to be tracked or shut down remotely. The regulator cited information “revealed by U.S. artificial intelligence experts.”

英伟达在北京还面临其他挑战。7月，中国互联网监管机构国家网信办表示已约谈英伟达，要求其解释芯片中的“后门”功能，这些功能可能会导致芯片被远程追踪或关闭。该机构援引的是“美国人工智能专家披露的”信息。

China has stepped up its pressure on Nvidia as Chinese media has reported that Huawei, the country’s tech giant, has improved the capabilities of its own chips. On Thursday, South China Morning Post reported that DeepSeek, China’s leading A.I. company, said the country would soon have a next-generation A.I. chip.

随着中国媒体报道本国科技巨头华为已提升了其芯片的能力，中国对英伟达的施压力度正在加大。《南华早报》上周四报道，中国领先的人工智能公司DeepSeek表示，中国很快将拥有下一代人工智能芯片。

Mr. Huang’s travel schedule testifies to the geopolitical tightrope his company is walking. He is scheduled to travel from Asia, where he is visiting suppliers this week, to Washington, where he has meetings on Monday.

黄仁勋的行程安排体现了英伟达在地缘政治上的平衡策略。他上周在亚洲拜访供应商，随后计划前往华盛顿，并于周一在那里进行会谈。

On Friday in Taipei, Mr. Huang said he was in talks with Chinese officials to ease their concerns about security risks. He said he had made “very clear” to Chinese officials that Nvidia’s A.I. chips had no security back doors.

黄仁勋上周五在台北表示，他正在与中国官员对话，以缓解他们对安全风险的担忧。他说，他已经“非常明确”地向中国官员说明，英伟达的人工智能芯片不存在安全后门。

“There are no such things,” he said. “There never has been. And so hopefully, the response that we’ve given to the Chinese government will be sufficient.”

“根本没有这样的东西，”他说。“从来没有过。希望我们向中国政府提供的解释能够令人满意”

Mr. Huang added that he was “surprised” by the questions, given Beijing’s eagerness to acquire the chips for advanced A.I systems.

黄仁勋补充说，他对相关质疑感到“惊讶”。因为北京方面一直渴望获得这些芯片用于先进的人工智能系统。

“As you know, they requested and urged us to secure licenses for the H20 for some time, and I worked quite hard to help them secure the licenses,” he said. “Hopefully this will be resolved.”

“你知道，他们曾一再请求并敦促我们为销售H20获得许可，我也非常努力地帮助他们拿到了这些许可，”他说。“希望这一问题能够得到解决。”

Nvidia is set to report quarterly earnings on Wednesday, which traders expect to be a major market-moving event. Last month, Nvidia became the first public company to reach $4 trillion in market value.

英伟达将于周三公布季度财报，交易员预计这将是影响市场的的重大事件。上个月，英伟达成为首家市值达到4万亿美元的上市公司。