DAISUKE WAKABAYASHI2025年11月3日英伟达首席执行官黄仁勋周五在韩国庆州举行的亚太经合组织会议上发表讲话。 Kim Soo-Hyeon/ReutersJensen Huang, the head of Nvidia, said again on Friday that he was eager for the Silicon Valley chip-making giant to resume selling advanced semiconductors in China, but expressed uncertainty about whether this week’s meeting between President Trump and China’s top leader, Xi Jinping, brought the company any closer to achieving that goal.英伟达掌门人黄仁勋周五再次表示，他渴望让这家硅谷芯片巨头恢复向中国销售高端半导体，但他也坦言，自己并不确定美国总统特朗普与中国最高领导人习近平的会晤是否让公司离这一目标更近了一步。Mr. Huang arrived in South Korea shortly after the face-to-face summit of the two leaders in the country on Thursday. Mr. Trump told reporters that the leaders had discussed semiconductors without addressing Nvidia’s most advanced A.I. technology. He added that Chinese officials would talk to Nvidia about “taking chips,” with the United States playing “referee.”黄仁勋在两国领导人于上周四在韩国举行面对面峰会后不久抵达该国。特朗普向记者表示，两位领导人讨论了半导体问题，但没有提及英伟达最先进的人工智能技术。他补充说，中国官员将与英伟达讨论“购买芯片”的问题，而美国将在其中扮演“裁判”的角色。The remarks created confusion because Mr. Trump had suggested before the meeting that he would discuss Nvidia’s most powerful A.I. semiconductors with Mr. Xi, fueling speculation that the United States might ease restrictions limiting access to the technology.此番言论引发了外界的困惑，因为在会晤前，特朗普曾暗示他将与习近平讨论英伟达最强大的人工智能半导体，这曾引发美国可能放宽相关技术限制的猜测。“I don’t have any new insight from the meeting,” Mr. Huang said at a news conference on the sideline of the Asia Pacific Economic Cooperation summit on Friday. “I hope that we will have new policies that allow Nvidia to go back into China, for China to welcome Nvidia back.”“我从这次会谈中没有获得新的消息，”黄仁勋周五在亚太经合组织峰会期间的记者会上表示。“我希望我们能有新的政策，允许英伟达重返中国市场，让中国再次欢迎英伟达。”Amid skyrocketing demand for technology infrastructure to power artificial intelligence systems, access to Nvidia’s chips has become a national security issue. Nvidia has been thrust into the middle of the economic feud between China and the United States.在人工智能系统的技术基础设施需求急剧增长之际，获取英伟达的芯片已成为国家安全问题。英伟达因此被卷入中美之间的经济纷争核心。Before Mr. Trump came into office, the U.S. government had already imposed rules to limit the sales of Nvidia’s most powerful chips in China. The Trump administration initially banned exports of Nvidia’s H20 chip, a downgraded version of the company’s Hopper chips, which were made particularly for China. It reversed that decision in July, when Mr. Trump said that the H20 chip could be sold and that the federal government would take a 15 percent cut of that revenue.在特朗普上任之前，美国政府已经制定了限制英伟达最强大芯片在中国销售的规定。特朗普政府最初禁止出口英伟达的H20芯片——这是专为中国市场开发的降级版Hopper芯片。但在7月，特朗普宣布撤销该禁令，表示H20芯片可以恢复销售，同时联邦政府将从销售收入中抽取15%的分成。But before Nvidia could move forward, China closed off the company’s access to its market. In July, China’s internet regulator summoned Nvidia to explain security risks associated with one of its chips. Beijing also discouraged Chinese companies from using the H20 chip, pushing them to try domestic alternatives.但英伟达还没来得及推进项目，中国就对该公司关闭了市场准入。今年7月，中国互联网监管机构召见英伟达，要求其解释一款芯片存在的安全风险。北京还劝阻中国企业使用H20芯片，敦促它们尝试国产替代品。Mr. Huang said Nvidia’s business in China was now at “zero,” after once holding near total market share.黄仁勋表示，英伟达目前在中国的业务已经“归零”，而此前该公司几乎占据整个市场。He repeated some of his familiar arguments for why Nvidia should be allowed to sell chips in China. Some of America’s national security concerns are overblown because the Chinese military does not need Nvidia’s chips to develop A.I. technology, he said. And the United States risks conceding leadership in one of the most significant technological breakthroughs known to humanity by closing itself off from the vast Chinese market.他重申了应该允许英伟达在中国销售芯片的一贯主张。他表示，美国的一些国家安全担忧被夸大了，因为中国军方并不需要英伟达的芯片来开发人工智能技术。如果美国将自己与庞大的中国市场隔绝开来，恐将在人类史上最具突破性的技术领域丧失领导地位。“It’s critically important for America to be back in the China market,” Mr. Huang said. “As an American company, we would like to see American A.I. technology be the global standard.”“美国重返中国市场至关重要，”黄仁勋说。“作为一家美国公司，我们希望美国的人工智能技术成为全球标准。”He argued that Nvidia would be “very beneficial” for China, as its technology is superior to that of Chinese competitors. He was careful to avoid disparaging the Chinese technology giant Huawei, which has developed its own A.I. semiconductor technology, but emphasized Nvidia’s superiority.他表示，英伟达的技术远优于中国竞争对手，因此对中国“非常有利”。他谨慎地避免贬低已资助研发人工智能半导体技术的中国科技巨头华为，但强调了英伟达的优势。“We are miles ahead, but it is foolish to underestimate the might of China,” he said.“我们遥遥领先，但低估中国的实力实属不智，”他说。Since arriving in South Korea, Mr. Huang has been on a nonstop charm offensive. On Thursday, his night out in Seoul with two of the country’s most prominent businessmen, Samsung Electronics’ executive chairman, Lee Jae-yong, and Hyundai Motor Group’s executive chairman, Euisun Chung, was covered with paparazzi-like fanfare. Swarms of reporters filmed them at a restaurant eating fried chicken and drinking beer.自抵达韩国以来，黄仁勋展开了一场马不停蹄的魅力攻势。周四晚间，他与韩国两位最知名的企业家——三星电子会长李在镕和现代汽车集团会长郑义宣——一同出现在首尔街头，引发了如同狗仔队式的媒体追访狂潮。大批记者拍下他们在餐厅里吃炸鸡、喝啤酒的场面。At his much anticipated speech at the summit on Friday, Mr. Huang ditched his trademark black leather jacket for a navy blue suit. Then, Nvidia announced that South Korea and a handful of its biggest companies, including Samsung and Hyundai Motor, had agreed to purchase more than 250,000 specialized computing chips to advance the country’s efforts in developing A.I. technology.在周五备受期待的峰会演讲中，黄仁勋脱下了标志性的黑色皮夹克，换上深蓝色西装。随后，英伟达宣布，韩国以及包括三星、现代汽车在内的几家大型企业同意采购超过25万枚专用计算芯片，以推动该国人工智能技术的发展。The Nvidia chips will be used for next-generation data centers as well as to propel South Korea’s efforts to build so-called sovereign A.I., a nationalized effort to make the breakthrough technology available to local businesses and institutions that cannot afford to build their own infrastructure.这些英伟达芯片将用于下一代数据中心，并将推动韩国建设所谓“主权人工智能”——这项国家战略旨在让无法自建基础设施的本地企业和机构也能使用这项突破性技术。Later at a news conference, he handed out snacks to journalists and signed the white dress shirt of a reporter with a black marker. Even as his security detail tried to usher him out of the venue, swarms of reporters begged Mr. Huang for selfies.在之后举行的记者会上，黄仁勋向记者分发零食，并用黑色马克笔在一位记者的白衬衫上签名。即便他的安保人员试图护送其离场，大批记者仍争相与他合影。Daisuke Wakabayashi是时报驻首尔亚洲商业记者，报道区域经济、公司和地缘政治新闻。翻译：纽约时报中文网点击查看本文英文版。