Nvidia 劝导云客户减少中国业务，要求披露芯片最终用户身份
Nvidia pushes cloud customers to cut back on China business
据 The Information 与 Financial Times 报道，Nvidia 通过销售代表口头建议部分云客户（包括其投资的 neocloud）减少来自中国公司的业务，该指引非强制，仅适用于未来合同。云客户还被要求披露访问芯片的最终用户身份，此举针对美国出口管制未覆盖的云上远程访问渠道，此前有指控涉及 Moonshot AI（Kimi 聊天机器人开发者）通过海外数据中心获取先进芯片。
Nvidia has told some cloud customers to take on less business from Chinese companies. The guidance is meant to push cloud providers, including Nvidia-backed neoclouds, toward a more diverse customer mix, The Information reports, citing three people familiar with the matter.
The directive isn't mandatory and applies to future contracts, not existing deals. Cloud customers are also being asked to disclose the identity of end users accessing the chips. According to the Financial Times, the instruction was communicated verbally through sales reps and regional teams.
The move targets a gap in U.S. export controls. The rules restrict chip shipments but generally don't cover remote access through cloud services. That lets Chinese AI developers tap advanced Nvidia chips by renting compute capacity at data centers abroad, without ever importing the hardware. U.S. authorities had been looking into Chinese AI companies accessing such chips through foreign data centers after allegations surfaced involving Moonshot AI, the developer behind the Kimi chatbot.
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来源： The Decoder · the-decoder.com