美國禁令:Nvidia恐損55億美元,AI晶片出口受阻




英偉達預計因美國政府加強限制對華出口人工智能晶片而遭受5.5億美元損失

美國政府近日加強了對英偉達向中國出口人工智能(AI)晶片的限制,英偉達因此預計在未來第一個財政季度遭受約5.5億美元的損失。該損失與其H20晶片有關,這是一種專為較不敏感任務設計的晶片,例如推理(即AI系統分析數據並得出結論)。

美國政府收緊出口管制的舉動反映出美中兩國在技術領域的競爭加劇。美國正在限制對中國出口最先進的AI訓練晶片,並對可能仍然對國家安全構成風險的較不先進晶片實施嚴格限制。

英偉達在提交的一份文件中報告稱,該公司預計將出現約52.5億美元的減值,這包括未售出的H20庫存、取消的合同以及因生產和材料而產生的費用,這些費用現在都與無法出口的晶片有關。

英偉達晶片

美國政府透露,未來英偉達需要特殊出口許可證才能向中國銷售H20晶片。這標誌著政策的重大轉變。H20晶片是在2022年出口法規頒布後推出的,目的是防止英偉達向中國運送最強大的AI晶片。

作為回應,英偉達迅速調整了策略。該公司設計H20晶片使其功率較低,效率低下,無法用於AI模型訓練(這需要更強大和更強大的系統)。

從香港用戶的角度來看,這一事件反映出全球科技產業競爭的激烈程度,以及美國政府對中國在人工智能領域的崛起的擔憂。美國加強出口管制的舉動可能會對英偉達的業務產生重大影響,但同時也為其他晶片製造商提供了機會。

此外,這一事件也凸顯了人工智能技術在現代經濟中的戰略重要性。美國政府的舉動可能是為了保護本國在人工智能領域的領先地位,但也可能推動中國加速自主研發人工智能技術。

作為編輯,我認為這一事件將對全球科技產業產生深遠影響。英偉達作為領先的晶片製造商,其業務變化將受到全球關注。同時,美國政府的舉動也將推動其他國家重新評估自身在人工智能領域的戰略。

總之,美國政府加強對英偉達向中國出口人工智能晶片的限制,將對英偉達的業務產生重大影響,但也為其他晶片製造商提供了機會。隨著人工智能技術的不斷發展,全球科技產業的競爭將越來越激烈。

🎨 Nano Banana Pro 圖像生成器|打幾句說話就出圖

想畫人像、產品圖、插畫?SSFuture 圖像生成器支援 Flux Gemini Nano Banana Pro 改圖 / 合成, 打廣東話都得,仲可以沿用上一張圖繼續微調。

🆓 Flux 模型即玩,不用登入
🤖 登入後解鎖 Gemini 改圖
📷 支援上載參考圖再生成
⚡ 每天免費額度任你玩
✨ 即刻玩 AI 畫圖
A young woman with fair skin is taking a selfie inside a fitness center (gym).

Main Subject: A young woman with long black hair in a messy bun. She is wearing a light cream or ivory long-sleeved sports zipper jacket and black tight sports shorts. She is also wearing long white socks with black stripes at the top and white sports shoes.

Expression and Pose: She is sitting on a weight training machine (apparently a leg press machine or similar) and holding a phone (with a leopard/leopard print case) to take a selfie in the mirror or using the front camera, with her face forward, a soft smile, and her face and eyes looking at the mirror.

Background (Gym): The background is dominated by modern gym equipment in dark gray and red. There are a few other unfocused people in the background, including a man on the left lifting weights or standing near a barbell, and another man in a green shirt standing near equipment. The gym floor appears dark.

Brief Prompt (Suitable for Image Search or Hashtags):

Selfie in the gym, young woman with messy bun and cream jacket, sitting on a training machine, aesthetic sporty, indoor lighting. Without changing her face. Enhanced AI Image Generation Prompt:

Create a cinematic, studio-quality close-up portrait (9:16 aspect ratio, 4K resolution) of a young East Asian woman on a winter afternoon in Taipei. She stands at the entrance plaza of a bustling shopping mall, bathed in the soft, golden glow of the warm winter sun. She wears a stylish white cocktail dress with a short skirt, her look elegant yet youthful.

Her pose is playful and animated: she raises both hands joyfully above her head, holding a handmade cardboard sign. Written in bold strokes of black marker, the sign reads: "TODAY IS MY BIRTHDAY." Her facial expression is a beautiful blend of joy and gentle shyness—her sparkling eyes and slight blush convey excitement and a touch of bashfulness.

The background subtly hints at the urban Taipei atmosphere, with softly blurred neon signs, modern architecture, and passersby dressed for the season, adding depth and authenticity. Capture delicate details: sunlight warming her skin, the gentle flow of her hair, and the texture of the handwritten sign. The overall mood is warm, festive, and inviting—a true cinematic moment infused with personality and charm.

(四個字是:生日快樂。) Drone photo near Christ the Redeemer in Rio. Include a close-up of the tourist using {reference_image} as the face, standing at the viewpoint. He wears a casual t-shirt, shorts, and sneakers. Drone hovers slightly in front and above him, capturing both his face clearly and the giant statue towering behind.