ANA SWANSON, TRIPP MICKLE2026年11月12日左为斯科特·贝森特，右为霍华德·卢特尼克。 The New York TimesTreasury Secretary Scott Bessent confronted Commerce Secretary Howard Lutnick last week over his handling of a Singaporean company at the heart of revelations about Chinese spying on Nvidia, demanding to know why the United States had not already banned sales of advanced A.I. chips to the firm.上周，财政部长斯科特·贝森特就对一家新加坡公司的处理方式质问了商务部长霍华德·卢特尼克，这家公司处于有关中国对英伟达开展间谍活动的信息披露的核心，他要求解释为何这家公司未被禁止购买美国的先进人工智能芯片。The exchange, which took place at the White House on Thursday and was described by people briefed on it, highlighted growing tensions inside the Trump administration over A.I. policy in general and the Commerce Department’s posture toward Nvidia in particular.此次交锋发生在上周四的白宫，据听取了相关简报的人士描述，这凸显出特朗普政府内部在整体人工智能政策上——尤其是商务部对英伟达的姿态上——存在日益紧张的对峙。The internal debate has only intensified after Jensen Huang, Nvidia’s chief executive, acknowledged he had an affair with a woman who had helped lead the Singaporean data center company, Megaspeed. The woman, Alice Huang, a Chinese citizen, has been identified by U.S. intelligence as a spy for China’s Ministry of State Security, The New York Times has reported.在英伟达首席执行官黄仁勋承认与一名曾参与执掌新加坡数据中心公司Megaspeed的女性发生婚外情后，这种内部冲突进一步加剧。据《纽约时报》报道，这位名为黄乐(Alice Huang)的中国籍人士已被美国情报机构认定为中国国家安全部的间谍。Mr. Lutnick responded to Mr. Bessent that the Commerce Department could now move quickly to put restrictions on Megaspeed in place, said the people briefed on the exchange, who spoke on condition of anonymity because the discussions were private.听取了此次交锋简报的人士表示，卢特尼克回应贝森特说，商务部现在可以迅速采取行动对Megaspeed实施限制；由于讨论是私下的，这些人士要求匿名。A spokeswoman for the Commerce Department denied that the conversation between Mr. Bessent and Mr. Lutnick had taken place. She said that the decision about whether to add companies to the entity list was an administration-wide one.商务部的一位发言人否认贝森特与卢特尼克之间发生过这次对话。她表示，是否将一个企业列入实体清单是一个在全政府层面决策的问题。The Treasury Department did not provide a comment.财政部未予置评。The United States has imposed restrictions since late 2022 on selling advanced chips directly to China. But Megaspeed and other companies have sidestepped those rules by setting up data centers in Southeast Asia to cater to Chinese clients. U.S. officials have also been investigating Megaspeed for potentially diverting those chips illegally into China, a charge that Megaspeed has denied.自2022年底以来，美国对直接向中国销售先进芯片实施了限制。但Megaspeed及其他公司通过在东南亚建立数据中心规避了这些规定，从而服务于中国客户。美国官员也一直在调查Megaspeed是否可能将这些芯片非法转移至中国，Megaspeed否认了这一指控。The move to blacklist Megaspeed had earlier been discussed at a meeting of the deputies of cabinet officials, where Jeffrey Kessler, an under secretary in the Commerce Department, deferred on taking action, saying that the decision was up to Mr. Lutnick.将Megaspeed列入黑名单的举措早前曾在内阁官员副手会议上被讨论过，在会上，商务部副部长杰弗里·凯斯勒推迟了这一举措，称此事应由卢特尼克定夺。The confrontation between Mr. Bessent and Mr. Lutnick was reported earlier by Axios.贝森特与卢特尼克之间的对质早前由Axios报道。In recent months, the fight over how to regulate U.S. technology has increasingly left other departments at odds with officials from the Commerce Department, which oversees technology export rules. Megaspeed’s purchases of more than $4 billion of advanced Nvidia technology have helped to reignite a debate in the administration and Washington more broadly about how rigorous U.S. controls over technology exports should be.近几个月来，关于如何监管美国技术的争论使其他部门与负责监管技术出口规则的商务部官员产生了越来越多的分歧。Megaspeed购买了价值超过40亿美元的先进英伟达技术，这在政府内部乃至整个华盛顿再度引发了关于美国对技术出口的控制应当有多严格的辩论。One of the Commerce Department’s most powerful rules is the entity list, a trade blacklist. U.S. companies are prohibited from shipping products to any firm on the entity list without first obtaining a license from the U.S. government.商务部最强有力的规则之一是实体清单，即一份贸易黑名单。未经美国政府许可，美国公司被禁止向实体清单上的任何企业运送产品。During the first Trump administration and throughout the Biden administration, the government started to use the entity list more aggressively toward China’s technology sector. In March of last year, the Trump administration also issued a large update to the list, adding more than 80 companies and organizations.在第一届特朗普政府以及整个拜登政府期间，政府开始更积极地将实体清单用于中国科技行业。在去年3月，特朗普政府还发布了该清单的一次大规模更新，增加了80多家公司和组织。But the administration has backed off use of the list more recently, as it tries to maintain a trade truce with China. More than a year has passed without any firm being added to the entity list, the longest stretch in 18 years. The Trump administration has considered entity listings of Chinese A.I. firms like Deepseek and Alibaba, but has not yet decided to move forward with them.但由于试图与中国维持贸易休战，本届政府近期已经减少了对该清单的使用。已有一年多的时间没有任何企业被加入实体清单，这是18年来最长的一段时间。特朗普政府曾考虑将Deepseek和阿里巴巴等中国人工智能企业列入实体清单，但尚未决定推进这些举措。Still, many Trump officials have argued that Megaspeed should be added. A few months ago, officials at several agencies who oversee technology licensing agreed that Megaspeed should be put on the list, including the State Department. But the Commerce Department, which has final responsibility for issuing rules, did not take action.尽管如此，许多特朗普政府官员一直主张应将Megaspeed列入。几个月前，包括国务院在内的几个负责监管技术许可的部门均同意应将Megaspeed列入名单。但负责最终发布规则的商务部并未采取行动。The Commerce Department’s inaction led to frustrations across the administration and to Mr. Bessent’s confrontation with Mr. Lutnick.商务部的不作为导致了整个政府内部的不满以及贝森特与卢特尼克的对质。U.S. officials in the Commerce Department began looking into Megaspeed in 2024, after the company started importing billions of dollars’ worth of advanced Nvidia A.I. equipment into Malaysia. Megaspeed had been planning and constructing data centers in Southeast Asia to serve Chinese clients, including Alibaba. That behavior is legal, but U.S. officials were concerned that some of the Nvidia chips the company had bought were illegally routed to China.在该公司开始向马来西亚进口价值数十亿美元的先进英伟达人工智能设备后，美国商务部官员于2024年开始调查Megaspeed。Megaspeed一直在东南亚规划和建设数据中心，以服务包括阿里巴巴在内的中国客户。这种行为是合法的，但美国官员担心该公司购买的部分英伟达芯片被非法转移到了中国。Ana Swanson报道贸易和国际经济新闻，常驻华盛顿。她从事新闻工作已超过十年。Tripp Mickle报道英伟达、谷歌和苹果等全球最大的科技公司。他也报道整个科技行业的趋势，包括裁员、生成式AI和机器人出租车等。翻译：纽约时报中文网点击查看本文英文版。