包括字节跳动在内的约十家中国公司据称获美国AI芯片许可，但被禁止接收
阅读原文· the-decoder.com美国已批准阿里巴巴、腾讯、字节跳动等约十家中国公司，每家公司可购买最多7.5万颗英伟达H200 AI芯片。然而，至今没有一颗芯片完成交付。美国商务部长卢特尼克指出，中方为保护国内芯片产业，正在阻止这些采购交易。这一情况使得获批的许可在实质上无法执行。
Ten Chinese firms including ByteDance reportedly get US clearance for AI chips they're not allowed to accept
The US has cleared roughly ten Chinese companies to buy Nvidia's H200 AI chips, including Alibaba, Tencent, Bytedance, and JD.com, Reuters reports exclusively. Lenovo and Foxconn were approved as distribution partners with export licenses. Each buyer can purchase up to 75,000 chips.
Not a single chip has shipped, though. According to Commerce Secretary Howard Lutnick, Beijing is blocking the purchases to protect its domestic chip industry and avoid US dependence. China is also tightening scrutiny of foreign technology dependencies.
The reason: China doesn't want to fall behind in the AI race, and building its own infrastructure matters just as much, or even more, as developing new models. The domestic chip industry has made progress recently, but supply shortages persist, and Chinese chips still lag their American counterparts in performance.