跟进：美国拟收紧东南亚数据中心芯片出口 堵中国企业远程调用英伟达芯片

据《华尔街日报》报道，美国官员正考虑收紧向东南亚数据中心出售先进超级智能（SI）芯片的限制，商务部据报正起草规则，要求向马来西亚、新加坡与印度尼西亚运送先进芯片须获出口许可证，以堵住中国企业经由当地数据中心远程调用英伟达芯片的通道。马来西亚已成为这类数据中心的重要目的地，阿里巴巴与字节跳动等中国企业正在使用或计划使用当地英伟达芯片基础设施。

《华尔街日报》还报道，与黄乐（Alice Huang）有关联的 Megaspeed 公司，2024 年 3 月至 2025 年 6 月间曾为中国企业安排近 120 亿美元英伟达芯片订单；该报同时指出，相关记录未显示这批订单实际交付了多少。这一动向出现在黄仁勋 12 日辞去英伟达首席执行官之后，英伟达定于 17 日发布季度财报。英伟达截至 7 月 26 日的六个月直接来自中国收入 124 亿美元，占全球销售额 7%；做空机构 Culper Research 估计，计入间接销售，与中国相关的需求占英伟达上一财年收入两成以上。

众议院三个委员会的主席 12 日已呼吁把四项芯片出口管制法案纳入国防授权法案，包括芯片追踪、限制芯片制造设备出口与堵住海外数据中心远程调用通道；众议院外交事务委员会已致函要求黄仁勋、英伟达总法律顾问蒂姆·泰特与商务部副部长杰弗里·凯斯勒作证。

关联：众议院议长约翰逊：国会正形成限制对华芯片出口共识，黄仁勋预计一周内赴国会作证

Follow-up: U.S. Weighs Tighter Chip Export Curbs on Southeast Asia Data Centers

U.S. officials are considering tighter limits on sales of advanced super-intelligence (SI) chips to data centers in Southeast Asia, The Wall Street Journal reported. The Commerce Department is said to be preparing rules requiring export licenses for advanced chips shipped to Malaysia, Singapore and Indonesia, aiming to stop Chinese companies from remotely using Nvidia chips through facilities there. Malaysia has become a major hub for such data centers, with Alibaba and ByteDance among the Chinese companies using or planning Nvidia-powered infrastructure there.

The Journal also reported that Megaspeed, a company linked to Alice Huang, arranged nearly $12 billion in Nvidia chip orders for Chinese companies between March 2024 and June 2025; the Journal noted the records do not show how much of that hardware was actually delivered. The move follows Huang's resignation as Nvidia chief executive on November 12, days before the company's quarterly earnings on November 17. Nvidia reported $12.4 billion in direct revenue from China in the six months ended July 26, about 7 percent of global sales, while short seller Culper Research estimates China-linked demand, including indirect sales, accounted for more than 20 percent of last fiscal year's revenue.

On November 12 the chairmen of three House committees urged that four chip-export bills be included in the defense authorization bill, covering chip tracking, limits on chipmaking-equipment exports and remote access through overseas data centers. The House Foreign Affairs Committee has asked Huang, Nvidia general counsel Tim Teter and Under Secretary of Commerce Jeffrey Kessler to testify.

来源：《华尔街日报》

发布：GSM·美国（发布链接）

图片来源：图中为英伟达 H100 超级智能芯片（资料照片）。来源：Wikimedia Commons，极客湾 Geekerwan 拍摄，CC BY 3.0。

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