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https://www.npr.org/2025/04/09/nx-s1-5356480/nvidia-china-ai-h20-chips-trump
上周，当英伟达首席执行官黄仁勋出席在海湖庄园举行的一场每位宾客 100 万美元的晚宴时，他可能一直在考虑一款名为 H20 的芯片。
这是因为芯片业内人士普遍预计特朗普政府将对 H20 芯片实施限制。H20 是美国公司可以合法向中国销售的最尖端人工智能芯片，而中国是这家全球最有价值公司之一的关键市场。
据两位未获授权公开发言的知情人士透露，在海湖庄园晚宴之后，白宫改变了对 H20 芯片的态度，暂停了实施额外限制的计划。
据两位消息人士透露，美国计划对 H20 芯片的出口管制已经酝酿了数月，最早将于本周实施。
据其中一位消息人士透露，白宫改变政策之前，英伟达向特朗普政府承诺将在美国人工智能数据中心方面进行新的投资。
When Nvidia CEO Jensen Huang attended a $1 million-a-head dinner at Mar-a-Lago last week, a chip known as the H20 may have been on his mind.
That’s because chip industry insiders widely expected the Trump administration to impose curbs on the H20, the most cutting-edge AI chip U.S. companies can legally sell to China, a crucial market to one of the world’s most valuable companies.
Following the Mar-a-Lago dinner, the White House reversed course on H20 chips, putting the plan for additional restrictions on hold, according to two sources with knowledge of the plan who were not authorized to speak publicly.
The planned American export controls on the H20 had been in the works for months, according to the two sources, and were ready to be implemented as soon as this week.
The change of course from the White House came after Nvidia promised the Trump administration new U.S. investments in AI data centers, according to one of the sources.
