美国将阻止英伟达向中国销售性能缩减版AI芯片

Exclusive独家 U.S. to Block Nvidia’s Sale of Scaled-Back AI Chipsto China 美国将阻⽌英伟达向中国销售性能缩减版AI芯⽚ By作者：刘倩⼉Qianer Liu微信公众号 404K Nov6,2025,5:32pm PST The White Househas told others in the federal government it won’t allow Nvidia to sell its latestscaled-down AI chips to China, despite President Donald Trump’shints over the summerthat hemight allow the company to do so, according to three people with knowledge of the matter. ⽩宫已告知联邦政府其他部门，将不允许英伟达向中国出售其最新推出的性能缩减版AI芯⽚，尽管唐纳德·特朗普总统今夏曾暗⽰可能批准此类销售——据三位知情⼈⼠透露。 The decision is a major blow to the AI chip giant, which has seen its revenue from China shrivelthis year as a result of tighter export restrictions imposed by the U.S. government over nationalsecurity concerns. Though Trump recently made clear he won’t allow the company to sell itsmost advanced Blackwell AI chips to China—despite briefly opening the door to that idea a fewweeks ago—he suggested in August that he might allow a scaled-down version into China thatwas 30% to 50% less powerful. 这⼀决定对这家AI芯⽚巨头构成重⼤打击。由于美国政府基于国家安全考量收紧出⼜管制，该公司今年在华收⼊已⼤幅萎缩。尽管特朗普近期明确表⽰不会允许该公司向中国出售最先进的Blackwell AI芯⽚（⼏周前他曾短暂松⼜），但他在⼋⽉份曾暗⽰可能批准向中国出⼜性能降低30%⾄50%的阉割版芯⽚。微信公众号 404K微信公众号 404K The chip in question is known as the B30A. While it’s a downgraded version of Blackwell, it is farmore powerful than the other chips the U.S. government currently allows Nvidia to sell in China.It also outperforms anything Chinese chip companies can produce, with more than double theprocessing power of the best chip from Huawei Technologies, for instance, according to ananalysisby the Institute for Progress, a Washington-based think tank. 涉事芯⽚名为B30A。虽然是Blackwell架构的降级版本，但其性能远超美国政府⽬前允许英伟达在华销售的其他芯⽚。根据华盛顿智库"进步研究所"的分析，该芯⽚的运算能⼒甚⾄是华为技术有限公司最强芯⽚的两倍多，完胜中国本⼟芯⽚企业的所有产品。 The B30A chip would be a game-changer for Chinese AI developers. Nvidia has sent samples ofthe chip to some of its Chinese customers, according to two people with direct knowledge of thesample. Unlike other Nvidia chips that have been sold to China, the B30A can be used to trainlarge language models when efficiently organized in big clusters, which is what many Chinesecompanies desperately need, said the two people. B30A芯⽚将彻底改变中国AI开发者的格局。据两位知情⼈⼠透露，英伟达已向部分中国客户提供该芯⽚样品。与之前获准对华销售的其他英伟达芯⽚不同，这两位⼈⼠表⽰，B30A通过⾼效组建⼤规模计算集群后，可⽤于训练⼤语⾔模型——这正是众多中国企业亟需的关键能⼒。 Nvidia is still working on tweaking the B30A design in the hope that the administration willchange its mind, according to two Nvidia employees.微信公众号 404K微信公众号 404K 据两名英伟达员⼯透露，公司仍在调整B30A的设计⽅案，希望美国政府能改变决定。 A White House official confirmed the administration won’t allow Nvidia to sell the scaled-backchips. An Nvidia spokesman repeated past statements that the company “has zero share inChina’s highly competitive market for datacenter compute, and does not include it in ourguidance.” ⽩宫官员证实政府将不允许英伟达销售性能降级版芯⽚。英伟达发⾔⼈重申过往声明，表⽰公司"在中国数据中⼼计算这⼀⾼度竞争的市场中份额为零，且未将其纳⼊业绩指引"。 Nvidia CEO Jensen Huang has relentlessly lobbied the Trump administration for approval to selladvanced AI chips to China. Over the summer, President Trump reversed a ban he had imposed afew months earlier on Nvidia’s sale of its existing China-only chip, the H20, in exchange forNvidia agreeing to share 15% of the resulting revenue with the government. 英伟达CEO黄仁勋曾持续游说特朗普政府，希望获准向中国销售先进AI芯⽚。去年夏季，特朗普总统解除了其数⽉前对英伟达中国特供版H20芯⽚的销售禁令，条件是英伟达同意将由此产⽣收⼊的15%上缴政府。微信公众号 404K微信公众号 404K Try askingDeep Research to… 尝试向深度研究咨询... How will AI paying for things change online shopping and banking? AI⽀付⽅式将如何改变在线购物和银⾏业？ View Response查看回应 Nvidia executives said later the company had held offresuming shipments of that chip to Chinauntil the revenue-sharing agreement was codified. The current status of those shipments isn’tclear. 英伟达⾼管后续表⽰，公司在收⼊分成协议正式⽣效前暂缓了对华芯⽚发货。⽬前这批货品的运输状态尚不明确。 At the same time, the Chinese government has ordered its companies not to buy Nvidia’s AI chips,further complicating the situation for Nvidia.微信公众号 404K微信公众号 404K 与此同时，中国政府已下令本国企业不得采购英伟达AI芯⽚，这使英伟达的处境更加复杂。 The Chinese government’s attitude on Nvidia chips hasn’t changed. But people familiar with itsthinking say it might allow local companies to buy the B30A chip because it can be used fortraining AI models. 中国政府对英伟达芯⽚的态度并未改变。但了解政府想法的⼈⼠表⽰，可能会允许本⼟企业采购B30A芯⽚，因其可⽤于AI模型训练。 In recent months Huang has ratcheted up his warnings about the damage done by U.S. exportcontrols to the U.S. AI sector. Huang’s persistence reflects the scale of business the export controlsare costing Nvidia. Huang has estimated that the AI chip market in China could reach $50 billionby 2026. 最近⼏个⽉，黄仁勋不断升级关于美国出⼜管制对美国AI产业造成损害的警告。黄仁勋的坚持反映出出⼜管制让英伟达蒙受的巨⼤商业损失。据他预估，到2026年中国AI芯⽚市场规模可能达到500亿美元。 In its most recent quarter, Nvidia reported $2.8 billion in revenue from China, down from $5.5billion in the previous quarter.微信公众号 404K微信公众号 404K 在最新季度财报中，英伟达中国区收⼊从上⼀季度的55亿美元降⾄28亿美元。 China’s Replacement Strategy 中国芯⽚替代战略 Since 2022, when the U.S. governmentfirst banned the sale of Nvidia’s most advanced chips toChina, the company has repeatedly designed scaled-back chips that complied with expo