Fortune | FORTUNE 前天 06:20
美国批准微软向阿联酋出口先进AI芯片
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美国商务部批准微软向阿拉伯联合酋长国出口超过6万枚英伟达先进人工智能芯片,包括最新的Grace Blackwell芯片。此举是通过一项价值1.4万亿美元的投资协议达成,该协议旨在推动阿联酋在能源和人工智能领域的合作。尽管前总统特朗普曾表示反对向美国以外地区出口最先进的芯片,但此次出口获得批准,显示出在特定条件下,先进技术的跨境流动仍是可能的。微软计划在阿联酋进行大规模技术投资,并已在该地区部署了大量英伟达GPU,以支持OpenAI、Anthropic等公司的AI模型。

✅ **芯片出口获批,推动区域AI发展:** 美国商务部已批准微软向阿联酋出口超过6万枚英伟达先进AI芯片,其中包括最新的Grace Blackwell系列。这标志着在特定监管框架下,先进AI硬件的跨境流动得以实现,为阿联酋的数据中心提供强大的算力支持,有助于其在AI领域的发展。

🤝 **战略投资与合作背景:** 此项芯片出口是基于阿联酋承诺向美国能源和AI相关项目投资1.4万亿美元的协议。该协议旨在建立一种新的“黄金标准”,以确保AI模型、芯片、数据和访问的安全,凸显了技术合作与经济利益的紧密联系。

⚖️ **政策执行的灵活性:** 尽管前总统特朗普曾公开表示反对向美国以外地区出口最先进的AI芯片,但此次微软的出口获批,表明在国家安全得到保障的前提下,政策执行存在一定的灵活性。这可能与阿联酋的巨额投资承诺以及美国政府的战略考量有关。

🚀 **微软在阿联酋的AI布局:** 此次芯片出口是微软在阿联酋计划投资152亿美元的技术生态系统的一部分。微软已在当地部署了超过2.1万枚英伟达GPU,用于提供对OpenAI、Anthropic以及开源AI模型的访问,进一步巩固了其在该地区的人工智能服务提供商地位。

Microsoft said Monday it will be shipping Nvidia’s most advanced artificial intelligence chips to the United Arab Emirates as part of a deal approved by the U.S. Commerce Department.

The Redmond, Washington software giant said licenses approved in September under “stringent” safeguards enable it to ship more than 60,000 Nvidia chips, including the California chipmaker’s advanced GB300 Grace Blackwell chips, for use in data centers in the Middle Eastern country.

The agreement appeared to contradict President Donald Trump’s remarks in a “60 Minutes” interview aired Sunday that such chips would not be exported outside the U.S.

Asked by CBS News’ Norah O’Donnell if he will allow Nvidia to sell its most advanced chips to China, Trump said he wouldn’t.

“We will let them deal with Nvidia but not in terms of the most advanced,” Trump said. “The most advanced, we will not let anybody have them other than the United States.”

The UAE’s ability to access chips is tied to its pledge to invest $1.4 trillion in U.S. energy and AI-related projects, an outsized sum given its annual GDP is roughly $540 billion.

The UAE ambassador to the U.S., Yousef Al Otaiba, said in a statement earlier this year that the arrangement was “setting a new ‘Gold Standard’ for securing AI models, chips, data and access.”

Microsoft’s announcement Monday was part of the company’s planned $15.2 billion investment in technology in the UAE, which is says has some of the highest per-capita usage of AI. Microsoft had already accumulated in the UAE more than 21,000 of Nvidia’s graphics processor chips, known as GPUs, through licenses approved under then-President Joe Biden.

“We’re using these GPUs to provide access to advanced AI models from OpenAI, Anthropic, open-source providers, and Microsoft itself,” said a company statement.

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微软 Nvidia AI芯片 阿联酋 美国商务部 出口管制 Microsoft Nvidia AI Chips UAE US Commerce Department Export Controls
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