Huang won over Donald Trump "惺惺相惜":黄仁勋如何赢得特朗普青睐 Nvidia chief scores huge victory with the decisionto allow AI chip exports to China 英伟达⾸席执⾏官赢得重⼤胜利:获准向中国出⼝AI芯⽚ Joe MillerandDemetri Sevastopuloin Washington andMichael Actonin San Francisco 乔·⽶勒和德⽶特⾥·塞瓦斯托普洛于华盛顿,迈克尔·阿克顿于旧⾦⼭报道 Published已发布YESTERDAY Jensen Huang, once almost unknown in Washington, this week won a lobbying victory that couldbe worth billions of dollars to the semiconductor giant he co-founded, Nvidia. ⻩仁勋曾⼏乎在华盛顿默默⽆闻,本周却为他在共同创⽴的半导体巨头英伟达赢得了⼀场价值可能数⼗亿美元的游说胜利。 The White House’s decision to allow exports of advanced chips to China’s vast market, largelybrokered by Huang, has left competitors wondering how the soft-spoken electrical engineercharmed his way into the US president’s good books. ⽩宫允许向庞⼤的中国市场出⼝先进芯⽚的决定——主要由⻩仁勋斡旋达成——让竞争对⼿不禁好奇,这位⾔谈温和的电⽓⼯程师是如何赢得美国总统⻘睐的。 Donald Trump, who previously admitted he had “never heard” of Nvidia orHuang, on Mondaydefied opposition within his own Maga coalition in allowing the company to sell itsH200 chips toChina, with the US taking a 25 per cent cut.微信公众号 404K微信公众号 404K 唐纳德·特朗普先前承认⾃⼰"从未听说过"英伟达或⻩仁勋,却在周⼀不顾其"让美国再次伟⼤"阵营内部的反对,允许该公司向中国销售H200芯⽚,同时美国将抽取25%的利润。 “I think game recognises game,” said a person familiar with the company’s strategy, of thepresident’s newfound fondness for Huang. “我认为这是英雄惜英雄,”⼀位熟悉该公司战略的⼈⼠这样评价总统对⻩仁勋新产⽣的喜爱。 “The way Trump wants to control the federal government is effectively the way that Jensen runsNvidia. There are no fiefdoms... and Jensen’s instincts kind of reign.” “特朗普想要控制联邦政府的⽅式,实际上就是⻩仁勋管理英伟达的⽅式。这⾥没有各⾃为政...⻩仁勋的直觉⼤体上占主导地位。” The $4tn company’s success in courting the president is especially remarkable because Nvidia untilrecently had a threadbare lobbying operation in Washington. 这家市值4万亿美元的公司在赢得总统⻘睐⽅⾯取得的成功尤其引⼈注⽬,因为英伟达直到最近在华盛顿的游说活动还相当薄弱。 Huang, who had not been a regular in the capital before this year, was initially sceptical of the“value proposition” of courting Trump after his re-election in November, said a person familiarwith Nvidia’s strategy.微信公众号 404K微信公众号 404K 据了解英伟达战略的⼈⼠透露,此前并不常前往⾸都的⻩仁勋,最初对在特朗普11⽉再次当选后与他建⽴关系的‘价值主张’持怀疑态度。 “[Huang must have] remembered enough from Trump 1 to know that he is mercurial as hell andyou can’t really buy stability,” the person said. Others say he was simply assessing how best to helpthe administration understand America’s artificial intelligence sector. “⻩仁勋肯定了解特朗普反复⽆常的个性,知道根本⽆法⽤⾦钱换来政策稳定。”知情⼈⼠表示。其他⼈则认为,他只是在评估如何帮助美国政府更好地理解美国⼈⼯智能产业。 When tech billionaires Mark Zuckerberg and Jeff Bezos flocked to pay fealty to Trump at hisinauguration in January, Huang was celebrating Lunar New Year with employees in his nativeTaiwan, 8,000 miles away. 当科技亿万富豪⻢克·扎克伯格和杰夫·⻉索斯纷纷在1⽉特朗普就职典礼上示好时,⻩仁勋却远在8000英⾥外的故乡台湾与员⼯共庆农历新年。 His early access to the president was brokered by Howard Lutnick, the commerce secretary. 他能早期接触总统得益于商务部⻓霍华德·卢特尼克的牵线搭桥。 “[Lutnick] started the conversation with: ‘Jensen...I just want to let you know that you’re anational treasure, Nvidia is a national treasure. And whenever you need access to the president, theadministration, you call us’,” Huang told Joe Rogan’s podcast this month. “And it was completelytrue...they [were] always available.”微信公众号 404K微信公众号 404K “卢特尼克开场就说:‘⻩仁勋...我想告诉你,你是国宝级⼈物,英伟达是国宝企业。任何时候你需要接触总统或政府⾼层,随时联系我们’。”⻩仁勋本⽉在乔·罗根播客中透露,“他们确实说到做到...永远随叫随到。” 唐纳德·特朗普与⻩仁勋四⽉份在⽩宫会⾯。这位英伟达⾸席执⾏官今年⾄少六次与总统进⾏私下会晤©Jim Watson/AFP/GettyImages But the company, which sells theadvanced chipsthat power sophisticated AI models, was drawndeeper into politics when the White House restricted the sale of its H20 chips to China — as part ofTrump’s wider trade conflict with Beijing. 但这家供应⾼端AI模型芯⽚的公司,随着⽩宫限制其H20芯⽚对华销售⽽更深地卷⼊政治漩涡——这是特朗普对华全⾯贸易战的⼀部分。 Understanding that the president wanted companies to commit to expanding manufacturing in theUS, Nvidia soon joined a consortium that has pledged to invest half a trillion dollars domesticallyover the next four years. 洞悉总统希望企业承诺扩⼤在美制造业的意图后,英伟达迅速加⼊了⼀个联盟,该联盟承诺未来四年将在美国本⼟投资五千亿美元。 Huang in April flew to Mar-a-Lago to talk to Trump on the sidelines of a $1mn per head dinner.The administration softened its stance in the following months. 四⽉,⻩仁勋⻜赴海湖庄园,在⼀场⼈均消费百万美元的晚宴间隙与特朗普交谈。此后数⽉内,美国政府的态度有所缓和。 As well as meeting Trump privately at least six times this year and speaking to him directly on thephone, Huang accompanied the president to the United Arab Emirates, Saudi Arabia and the UK.微信公众号 404K微信公众号 404K 今年⻩仁勋已与特朗普私下会⾯⾄少六次,并直接通过电话交谈,他还陪同总统出访阿联酋、沙特阿拉伯和英国。 He was front and centre at the White House’s AI Action Plan summit in July, where he dreweffusive praise from Trump. “What a job you’ve done, man,” the president gushed. 七⽉份他在⽩宫⼈⼯智能⾏动计划峰会上成为焦点⼈物,获得特朗普的热情赞扬。"⼲得太棒了,伙计,"总统热烈称赞道。 In October, Huang contributed to the president’s ballroom project. ⼗⽉份,⻩仁勋为总统的舞厅项⽬提供了资⾦⽀持。 The Nvidia CEO simultaneously began courting lawmakers. Huang made the case that blocking UStechnology from Chinese AI developers would not stop their advances but would encourage China’sown chipmakers to catch up. 这位英伟达⾸席执⾏官同时开始游说国会议员。他提出论点称,禁⽌向中国AI开发者出⼝美国