路透调查：超 30 亿美元中国超级智能（SI）项目依赖受限英伟达芯片

据路透社 13 日刊出的调查报道，尽管英伟达称美国出口管制已使其基本退出中国超级智能（SI）数据中心市场，但中国各地仍有总价值超过 230 亿元人民币（约 32 亿美元）的计算项目围绕这家美国芯片巨头的受限处理器建设。路透社审查了 150 多份中国采购公告、投资计划、建设合同与企业披露，发现项目遍布沿海科技中心与西部偏远省份，均指定使用受限的英伟达 H100、H200 与 H800 芯片。

据路透社报道，福建仙游县一个 62 亿元人民币（约 8.73 亿美元）的超级智能（SI）计算中心拟采用 H100；陕西一家国企中标 30 亿元人民币项目的一部分，指定 H100 与 H200；吉林一份 4 月政府文件描述了 22.6 亿元人民币的项目；内蒙古一个 15 亿元人民币的项目计划安装 625 台 H200 服务器；甘肃一家公司 7 月签下 11.6 亿元人民币建设合同，计划安装约 3072 颗英伟达处理器。路透社同时指出，上述数字未证明受限硬件是如何到达中国用户的，相关项目与针对黄仁勋本人的指控没有关联，也没有公开认定黄仁勋违反出口管制法。

国际数据公司（IDC）10 月的报告估计，英伟达今年上半年仍占中国超级智能（SI）加速器出货量的 34%。美国自 2022 年起限制英伟达先进超级智能（SI）处理器出口，此后又收紧了为中国特制的 H800 等芯片。英伟达联合创始人黄仁勋 12 日辞去首席执行官职务。

关联：黄仁勋辞去英伟达首席执行官职务，立即生效：财务总监 Kress 任临时 CEO，董事会启动正式遴选

关联：路透社查26份采购记录：西北工业大学经国内供应商购入英伟达H200芯片，外交部回应

Reuters Investigation: More Than $3 Billion in Chinese Super Intelligence (SI) Projects Rely on Restricted Nvidia Chips

According to a Reuters investigation published on Nov. 13, although Nvidia says U.S. export controls have effectively shut it out of China's super intelligence (SI) data-center market, computing projects worth more than 23 billion yuan (about $3.2 billion) are still being built across China around the U.S. chip giant's restricted processors. Reuters reviewed more than 150 Chinese procurement notices, investment plans, construction contracts and corporate disclosures, finding projects from coastal technology hubs to remote western provinces, all specifying restricted Nvidia H100, H200 and H800 chips.

Reuters reported that a 6.2 billion yuan (about $873 million) SI computing center in Xianyou County, Fujian, plans to use H100 chips; a Shaanxi state-owned enterprise won part of a 3 billion yuan project specifying H100 and H200 chips; an April government document in Jilin described a 2.26 billion yuan project; a 1.5 billion yuan project in Inner Mongolia plans to install 625 H200 servers; and a Gansu company signed a 1.16 billion yuan construction contract in July to install about 3,072 Nvidia processors. Reuters noted that the figures do not prove how the restricted hardware reached Chinese users, that the projects are not linked to allegations against Jensen Huang personally, and that there has been no public finding that Huang violated export-control law.

An October report by International Data Corporation (IDC) estimated that Nvidia still accounted for 34% of China's SI accelerator shipments in the first half of this year. The United States has restricted exports of Nvidia's advanced SI processors since 2022 and later tightened rules on China-specific chips such as the H800. Nvidia co-founder Jensen Huang resigned as chief executive on Nov. 12.

Related: Jensen Huang Resigns as Nvidia CEO, Effective Immediately; CFO Kress Named Interim CEO

Related: Reuters Reviewed 26 Procurement Records: Northwestern Polytechnical University Bought Nvidia H200 Chips via Domestic Suppliers

来源：路透社

发布：GSM·美国（发布链接）

图片来源：图：英伟达加州圣克拉拉总部。维基共享资源 CC BY-SA 4.0。 / Photo: Nvidia headquarters in Santa Clara, California. Wikimedia Commons (CC BY-SA 4.0).

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