輝達CEO呼籲放寬美國AI晶片出口限制




Nvidia CEO促美國調整AI晶片出口限制

Nvidia CEO呼籲調整AI晶片出口政策

Nvidia(納斯達克代號:NVDA,德國法蘭克福交易所代號:NVD)行政總裁黃仁勳近日公開呼籲特朗普政府,應該調整現行美國AI晶片出口政策,指現行規則限制了美國科技企業在全球的競爭力。

黃仁勳在華盛頓接受傳媒訪問時表示:「我們需要加速推動美國AI技術在全球的擴散。政府的政策和支持,必須配合這個目標。」

目前,特朗普政府正檢討拜登時期推出的「人工智能擴散框架」法規。該規定根據不同國家分級,決定它們能否獲得美國先進AI晶片。據悉,現屆政府正考慮取消這種分級制度,改以全球統一的許可機制取代。

黃仁勳補充:「我不確定新一輪的擴散政策會如何,但無論結果如何,都必須認清,自上次頒布相關政策以來,世界已經發生了根本性變化。」

他同時警告,中國以及華為等企業正急速拉近與美國在AI晶片研發上的差距。他直言:「中國並沒有落後。中國是否領先?他們就在我們身後,距離非常非常接近。」

消息公佈後,Nvidia股價周三午後下跌1.3%,報約108美元,全年累跌近兩成。

編輯評論:AI晶片爭霸戰,規則與現實的拉鋸

Nvidia CEO黃仁勳的呼聲,表面上是企業爭取更大市場空間的合理訴求,但其實反映了美國科技產業與國家安全政策之間的深層矛盾。美國政府一方面希望遏制中國科技崛起,另一方面又不得不顧及本土企業的全球營運與創新能力。現行AI晶片出口限制,雖然理論上有助於維持美國技術優勢,但實際上卻可能促使中國加速自主研發,甚至令美國企業失去全球市場份額。

黃仁勳強調「世界已經變了」,這句說話值得深思。AI技術發展速度之快,令政策制定者往往追不上產業現實。中國企業如華為的進步,已不再是「追趕者」角色,而是緊貼甚至有機會彎道超車。美國如果繼續以「冷戰式」分級管理,或許只會加速對手的自立自強。

香港作為國際科技及金融中心,這場AI晶片規則之爭同樣值得關注。未來全球AI產業的格局,將愈來愈受地緣政治與產業政策的雙重影響。企業和投資者要懂得在這場「規則與現實」的拉鋸戰中,靈活調整策略,才能在不確定性中尋找機遇。

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