英伟达要求云客户减少对华业务
Nvidia pushes cloud customers to cut back on China business
英伟达已告知部分云客户需减少来自中国公司的业务，旨在推动云服务商客户多元化，该指令非强制且仅适用于未来合同，客户需披露芯片最终用户身份。此举针对美国出口管制中的远程访问漏洞，允许中国AI开发者通过海外数据中心租用英伟达先进芯片而不进口硬件，美国当局正调查此类行为。
Nvidia has told some cloud customers to take on less business from Chinese companies. The guidance is meant to push cloud providers, including Nvidia-backed neoclouds, toward a more diverse customer mix, The Information reports, citing three people familiar with the matter.
The directive isn't mandatory and applies to future contracts, not existing deals. Cloud customers are also being asked to disclose the identity of end users accessing the chips. According to the Financial Times, the instruction was communicated verbally through sales reps and regional teams.
The move targets a gap in U.S. export controls. The rules restrict chip shipments but generally don't cover remote access through cloud services. That lets Chinese AI developers tap advanced Nvidia chips by renting compute capacity at data centers abroad, without ever importing the hardware. U.S. authorities had been looking into Chinese AI companies accessing such chips through foreign data centers after allegations surfaced involving Moonshot AI, the developer behind the Kimi chatbot.
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来源: The Decoder · the-decoder.com