美国商务部新规拟要求七国出口许可，限制中国 AI 公司租用 Nvidia Blackwell 芯片

Rohan Paul· @rohanpaul_ai · X·2026-11-12 13:27· 45 分钟前AI 评分72

AI 导读

The Information 报道，美国商务部一项新规将要求对新加坡、马来西亚、泰国、印尼、巴西、挪威和南非出口许可，阻止中国 AI 公司通过这些国家的数据中心租用 Blackwell 及更新的 Nvidia 芯片。买家须披露芯片接收方和用途，并接受持续监控，同时针对远程访问和走私。

正文 · 原文

The Information: US Commerce dept's new rule would stop Chinese AI firms from renting Blackwell and newer Nvidia chips through data centers in Singapore, Malaysia, Thailand, Indonesia, Brazil, Norway and South Africa by requiring export licenses for those countries.

Buyers there must disclose who receives the chips and what they will run, then accept ongoing monitoring, which targets both remote access and smuggling.

来源：Rohan Paul · x.com