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"title": "美中晶片管制现漏洞?《路透》揭中国军方关联大学取得辉达H200、A100等受限晶片",
"shortTitle": "美中晶片管制现漏洞?《路透》揭中国军方关联大学取得辉达H20",
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"description": "西北工业大学10月以87.47万元人民币,透过陕西博算网路科技公司买入2颗辉达H200晶片。 该校今年另租用搭载H200、A100、A800等晶片伺服器,合约显示仍可经本土供应商取得受限算力。 路透指,中国多所大学与研究机构也采购受限辉达晶片,凸显美国出口管制仍有漏洞。",
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"content": "<p>中国人民解放军关系密切的西北工业大学,尽管早已被美国列入出口管制黑名单,仍透过中国本土供应商,在上个月购入辉达(<a data-symbol-template=\"USS:NVDA:STOCK:COMMON\" href=\"#\">NVDA-US</a>) 高阶AI晶片H200,交易金额达87.47万元人民币(约12.3万美元),凸显华府试图限制中国取得先进科技的措施仍存在漏洞。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6658397/l/83f1a9684fa9b473b00a656d4d8e7b9f.jpg\" alt=\"美中晶片管制现漏洞?《路透》揭中国军方关联大学取得辉达H200、A100等受限晶片\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>根据《路透》报导,根据西北工业大学官网10月21日公布的采购纪录,这所被列入中国「国防七子」的国防领域重点大学,上个月以87.47万元人民币(约12.3万美元)购入两颗H200晶片。</p>\n\n<p>采购纪录显示,这批晶片是由该校管理学院向陕西博算网路科技公司购入,而非直接向辉达采购。</p>\n\n<p>H200是辉达性能最强大的AI晶片之一,可用于训练及执行先进AI系统,出口须取得美国政府许可。对于西北工业大学这类遭列入黑名单的机构,美国通常会拒绝核发相关出口许可。</p>\n\n<p>采购纪录也显示,西北工业大学今年透过与中国企业签订的五份运算资源租用合约,取得H200及其他高效能辉达AI处理器的使用权。</p>\n\n<p>这项调查结果出炉之际,辉达及执行长黄仁勋正面临华府日益升高的审查压力。此前有报导指黄仁勋遭中国间谍行动锁定,加上他持续游说美国放宽对中AI晶片销售限制,使相关争议进一步升温。</p>\n\n<p>黄仁勋主张,持续向中国销售美国晶片,有助于维持美国的技术领先地位,也能让中国客户继续依赖美国技术。</p>\n\n<p>不过,美国部分国会议员认为,让中国取得辉达最强大的AI晶片,可能加速中国将AI应用于武器设计、情报分析及军事现代化。</p>\n\n<p>美国国会民主、共和两党议员均呼吁加强管制中国取得先进AI晶片,包括要求追踪晶片流向,以及提高国会对晶片出口的监督力度。三名共和党籍国会委员会主席已要求黄仁勋于11月18日出席简报会,说明他据报与一名涉嫌中国情报人员的接触情况。</p>\n\n<h6>中国西北工业大学被列入美国贸易黑名单</h6>\n\n<p>西北工业大学位于中国西北部城市西安,研究领域涉及军用飞机、飞弹及卫星。</p>\n\n<p>美国商务部2001年以该校涉嫌参与飞弹扩散活动及军事研究为由,将其列入贸易黑名单「实体清单」。2019年,美国进一步收紧限制,规定向该校出口受管制的美国技术,在大多数情况下均采取拒绝核发许可的政策。</p>\n\n<p>《路透》指出,西北工业大学的采购情况表明,与中国军方有关联的机构,仍能透过本土供应商取得美国AI运算能力,不论是直接购买晶片,或租用搭载相关晶片的伺服器。</p>\n\n<p>此外,《路透》检视今年中国26份政府采购及企业纪录发现,多所大学与研究机构透过本土供应商购买受到美国出口限制的辉达晶片,或租用采用这些晶片的辉达运算服务,其中数所机构与中国国防产业或军事研究关系密切。</p>\n\n<h6>黑名单大学仍取得多款受限晶片运算资源</h6>\n\n<p>美国总统川普政府今年1月开始,逐案批准部分H200晶片出口至中国,但这项政策并未解除实体清单机构所面临的独立限制,西北工业大学仍在适用范围内。</p>\n\n<p>1月公布的出口许可规定,也要求采取防护措施,避免遭列入黑名单的机构及军事终端用户,透过远端方式使用依照该政策出口的晶片。相关政策涵盖H200及性能较低的其他型号。</p>\n\n<p>除了管理学院直接购入两颗H200晶片,采购纪录还显示,西北工业大学网路空间安全学院今年1月决标两份为期7个月的合约,租用搭载H200晶片的伺服器,每台伺服器各包含8颗H200。两份合约金额分别为44.17万元及44.1万元人民币,服务用途包括AI模型微调及强化学习训练。</p>\n\n<p>同时,该校也租用了搭载8颗辉达A100晶片及8颗A800晶片的伺服器。A100与A800均禁止出口至中国任何实体,不过,H200仍是西北工业大学采购纪录中提及的性能最先进晶片。</p>\n\n<p>今年4月,西北工业大学内另一所研究机构也以37.5万元人民币采购运算服务,合约要求至少提供24颗A100晶片,用于结构力学及流体动力学模拟。</p>\n\n<p>这些合约由数家知名度不高的中国科技供应商得标,但采购纪录几乎没有提供晶片来源,以及租用伺服器实际运作地点的资讯。</p>\n\n<p>根据中国法律,政府采购机构必须在公布得标厂商及签订合约前,确认供应商有能力履行订单。</p>\n\n<h6>受限辉达晶片在中国大学市场持续流通</h6>\n\n<p>采购纪录也显示,受美国出口限制的辉达AI晶片及运算服务,在中国大学市场形成更广泛的供应管道。</p>\n\n<p>深圳大学9月以76.98万元人民币购入3颗H100晶片,这款高阶AI晶片同样遭美国禁止出口至中国。武汉理工大学则在6月以35.5万元人民币购入一台搭载H100晶片的伺服器,另外也以34.4万元人民币采购4颗A100晶片。</p>\n\n<p>同属中国「国防七子」的北京航空航天大学,今年4月以48.9万元人民币购入4颗A800处理器。北京航空航天大学与中国航空航太及国防产业关系密切,研究工作涉及军用航空及太空计划。</p>\n\n<p>另外,中国科学院大学7月及9月公布的两份政府采购公告,列出获选提供运算服务的供应商,相关服务使用遭美国限制出口至中国的辉达H800及A800晶片。其中一份公告列出的H800运算服务价格为每颗晶片每小时10元人民币。</p>\n\n<p>另一份今年1月的采购决标公告则列出一家供应商,将向深圳一所公共机构提供6颗A100晶片,合约金额为48.48万元人民币。</p>\n\n<p>《路透》先前也曾报导,中国机构透过本土经销商,取得搭载于美超微电脑(<a data-symbol-template=\"USS:SMCI:STOCK:COMMON\" href=\"#\">SMCI-US</a>) 、戴尔科技(<a data-symbol-template=\"USS:DELL:STOCK:COMMON\" href=\"#\">DELL-US</a>) 及技嘉(<a data-symbol-template=\"TWS:2376:STOCK:COMMON\" href=\"#\">2376-TW</a>) 伺服器中的受限辉达晶片。</p>\n\n<p>此外,该媒体也曾揭露中国存在受限辉达晶片的地下交易市场,货源来自海外库存及第三国中间商。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-1803.html\" title=\"全球首位兆美元富豪将诞生?SpaceX下周IPO 马斯克纸上财富突破1.2兆美元大关\">全球首位兆美元富豪将诞生?SpaceX下周IPO 马斯克纸上财富突破1.2兆美元大关</a></li>\n <li><a href=\"/new/mg/article-22780.html\" title=\"记忆体成「科技避风港」?野村:本益比仅约2至3倍\">记忆体成「科技避风港」?野村:本益比仅约2至3倍</a></li>\n <li><a href=\"/new/mg/article-17496.html\" title=\"美光财报前夕 美银重申买进、看好再涨45%\">美光财报前夕 美银重申买进、看好再涨45%</a></li>\n <li><a href=\"/new/mg/article-13316.html\" title=\"OpenAI切断Cursor AI模型供应!SpaceX收购后合作破局、马斯克回呛「我根本不在乎」\">OpenAI切断Cursor AI模型供应!SpaceX收购后合作破局、马斯克回呛「我根本不在乎」</a></li>\n <li><a href=\"/new/mg/article-22544.html\" title=\"特斯拉中国再调购车优惠:首付3.99万元人民币起 享5年0息\">特斯拉中国再调购车优惠:首付3.99万元人民币起 享5年0息</a></li>\n <li><a href=\"/new/mg/article-9259.html\" title=\"美股修正「触底」了吗?AI股崩跌后迎反弹、晶片股能否迎来新一波行情\">美股修正「触底」了吗?AI股崩跌后迎反弹、晶片股能否迎来新一波行情</a></li>\n </ul>\n</div>",
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