原帖引用 · AI 翻译
据《金融时报》报道，英伟达已告知云服务和数据中心客户，其服务中至少 51% 应面向非中国公司，且这一要求仅适用于新合同。
此举针对海外云服务租用：中国 AI 开发者借此在不进口先进芯片的情况下使用这些芯片进行训练，因为美国出口管制通常不涵盖远程访问。
云服务公司还被要求报告芯片最终用户的身份，这将使英伟达能够了解究竟是谁在租用其硬件。
今年早些时候，英伟达拟定了一份“白名单”，将获准购买其 AI 芯片的亚洲客户数量削减至原来的不到一半。这种稀缺性体现在价格上：据某些报道，一套 B300 机架在国际市场的售价约为 600,000 美元，但上个月在中国的售价达到 254 万美元。
原文
Nvidia has told cloud and data center customers that at least 51% of their services should go to non-Chinese companies, applying to new contracts only. per FT That move aims at overseas cloud rental, the route Chinese AI developers use to train on advanced chips without importing them, since US export controls generally don’t cover remote access. Cloud firms are also asked to report the identities of the chips’ end users, which would let Nvidia see who actually rents its hardware. Earlier in the year, Nvidia drew up a “white list” and lowered the count of Asian customers cleared to buy its AI chips to less than half. The scarcity appears in pricing: a B300 rack sells internationally for about $600,000 yet went for US$2.54M in China last month, as some report states.