跟进：《纽约时报》：卢特尼克推动放宽芯片规则，范围与其家族企业客户的海外数据中心重叠

据《纽约时报》11月15日报道，商务部长 Howard Lutnick 一直推动对先进英伟达芯片出口海外数据中心采用较宽松的规则，而这些数据中心的运营方中，有多家是他家族企业 Cantor Fitzgerald 的客户。《纽约时报》的梳理发现，Cantor Fitzgerald 与多家服务中国客户的东南亚数据中心公司有业务往来，可能受卢特尼克正在起草的规则影响。

报道点名的设施是位于马来西亚南部、代号 A201 的数据中心，预计明年启用，装有价值数亿美元的英伟达最先进超级智能（SI）服务器，计划向一家中国科技巨头提供算力。运营方是新加坡公司 Bitdeer；Cantor Fitzgerald 今年担任 Bitdeer 一笔最高 10 亿美元股权发行的指定销售代理，两家公司的关系最早可追溯到 2024 年 Cantor 协助 Bitdeer 安排一笔最高 2.5 亿美元的股票发行。Bitdeer 称这座数据中心五年可带来 17 亿美元收入；据一名知情人士说，它很可能服务腾讯。

据熟悉讨论的人士说，商务部的方案是把新规则只覆盖七个国家：新加坡、马来西亚、泰国、印度尼西亚、巴西、南非与挪威，而不是政府内其他官员主张的全球覆盖；方案只适用于今后的芯片出货，已装满美国技术的数据中心豁免；中国客户用这些数据中心训练超级智能（SI）模型时，企业只需通知政府，不必自动申请许可。这一方案最早由 The Information 报道。

《纽约时报》同时写明，没有证据显示 Cantor 的业务影响了卢特尼克的决策，这些往来只占 Cantor 业务的很小一部分，其他投行也有类似合作。卢特尼克执掌 Cantor Fitzgerald 数十年，去年加入特朗普政府时已回避相关事务，并于 2025 年 10 月把剩余持股转给家人，公司现由他的两个儿子执掌。商务部发言人说，卢特尼克的政策决定以美国最佳利益为准，他不与儿子们讨论部务，儿子们也不与他讨论 Cantor 的业务。Cantor Fitzgerald 拒绝置评，Bitdeer 没有回复置评请求。

这项报道出台之际，英伟达首席执行官黄仁勋与 Megaspeed 高管黄乐的关系、以及芯片经东南亚转运中国的调查正受到国会与行政部门的审视；卢特尼克此前已同意 12 月 10 日赴参议院银行委员会作证。

关联：跟进：贝森特公开指商务部拖延将 Megaspeed 列入实体清单，白宫称特朗普对卢特尼克仍有完全信心

Follow-Up: NYT Says Lutnick Pushed Softer Chip Rules Overlapping His Family Firm's Data-Center Clients

Commerce Secretary Howard Lutnick has pushed for looser U.S. export rules on advanced Nvidia chips to overseas data centers that overlap with clients of his family-run former firm, Cantor Fitzgerald, a New York Times review published on November 15 found.

The facility at the center of the report is a data center known as A201 in southern Malaysia, set to open next year with hundreds of millions of dollars' worth of Nvidia's most advanced super intelligence (SI) servers, and plans to supply computing power to a Chinese tech giant. The operator is Singapore-based Bitdeer. Cantor Fitzgerald served as a designated sales agent on an equity offering of up to $1 billion this year by Bitdeer, and the relationship began as early as 2024, when Cantor helped Bitdeer arrange a stock offering of up to $250 million. Bitdeer has said the data center is expected to generate $1.7 billion in revenue over five years, and according to a person with knowledge of the arrangement it will likely serve Tencent.

People familiar with the deliberations said the Commerce Department proposed limiting the new chip oversight rules to seven countries, Singapore, Malaysia, Thailand, Indonesia, Brazil, South Africa and Norway, instead of the global restrictions sought by other Trump administration officials. The proposal, first reported by The Information, would apply only to future shipments of advanced chips, exempting data centers already filled with American technology, and would require notification rather than an automatic license when Chinese customers use the data centers to train SI models.

The Times also reported that there is no evidence Cantor's deals influenced Lutnick, that the dealings are a tiny portion of Cantor's business, and that other investment banks have similar partnerships. Lutnick steered Cantor Fitzgerald for decades before recusing himself when he joined the Trump administration last year; as of October 2025 he had transferred his remaining ownership stake to his family, and the firm is now run by his sons. A Commerce Department spokeswoman said Lutnick makes policy decisions based on the best interests of the United States, that he does not discuss department matters with his sons, and that they do not discuss Cantor Fitzgerald business with him. Cantor Fitzgerald declined to comment, and Bitdeer did not reply to a request for comment.

The report comes as Nvidia chief executive Jensen Huang's ties to Megaspeed executive Alice Huang and investigations into chip diversion through Southeast Asia face congressional and administration scrutiny. Lutnick has previously agreed to testify voluntarily to the Senate Banking Committee on December 10.

来源：《纽约时报》

发布：GSM·美国（发布链接）

图片来源：图：美国商务部长 Howard Lutnick 官方肖像（本轮按 16:9 预裁、头部完整）。照片：白宫官方摄影师 Daniel Torok 摄，公共领域，经 Wikimedia Commons。 / Photo: Official portrait of U.S. Secretary of Commerce Howard Lutnick, pre-cropped to 16:9 with the head fully in frame. Photo by White House photographer Daniel Torok, public domain, via Wikimedia Commons.

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