Name: 川普讓中國贏得晶片大戰？！ (Trump is letting China win the chip race)
Uploaded: 2025-12-02T11:46:03.000Z
Duration: 11 min 49 s

程度副詞

Inside these containers are a very important computer chip called the H20.

這些貨櫃裡裝著一個非常重要的電腦晶片，叫做 H20。

分詞構句

It was designed by a company called Nvidia in the us, Manufactured in Taiwan, then sold to tech companies in China.

它是由 Nvidia 這家公司在美國設計，在臺灣製造，然後賣給中國的科技公司。

基礎被動語態

In 2025, China was set to get around 1.3 million H20s when suddenly US President Donald Trump blocked them.

到了 2025 年，中國原本預計會收到大約 130 萬顆 H20，但突然間美國總統唐納·川普阻止了這一切。

Because the H20 powers artificial intelligence.

因為 H20 是人工智慧的動力來源。

And right now the US and China are locked in an all out race to dominate art intelligence.

而現在美國和中國正全力競賽，爭奪人工智慧的霸權。

Whoever wins could gain a stronger economy and a stronger military than the other.

無論誰贏，都可能比對方擁有更強的經濟和更強的軍事力量。

Trump wasn't going to help China get those advantages.

川普可不想幫助中國獲得這些優勢。

But three months later, Trump had dinner with Nvidia CEO Jensen Huang.

但三個月後，川普和 Nvidia 的執行長黃仁勳共進晚餐。

And just days later, Nvidia announced that it will resume sales of its advanced H220 chips into China.

沒過幾天，Nvidia 就宣佈將恢復向中國銷售其最先進的 H20 晶片。

Nvidia's H20 chips, once banned in China, they will be back in play.

Nvidia 的 H20 晶片，曾經禁止在中國銷售，現在又要重返市場了。

Jensen Huang played both Washington and Beijing and he won.

黃仁勳同時跟華盛頓和北京周旋，最後他贏了。

川普在 AI 晶片政策上的轉變令人震驚。

If there was anything that you think people could agree on, it would be that the most advanced AI technology does not go to China and it could have huge consequences.

如果有什麼事情大家都能達成共識，那就是最先進的 AI 技術不能流入中國，否則後果不堪設想。

It is very plausible that if we get this policy wrong, China could be overtaking the United States.

如果我們這個政策搞錯了，中國很有可能會超越美國。

So why did Trump change his mind on Nvidia chips?

那川普為什麼會改變對 Nvidia 晶片的想法呢？

而中國拿到這些晶片之後，又會發生什麼事？

Let's imagine the AI race is like a car race.

我們來想像一下，AI 的競賽就像一場賽車。

The US and China are each building the best AI or race car they can.

美國和中國都在努力打造他們最強的 AI 賽車。

They're funding AI research, constructing data centers and supporting AI companies.

他們在資助AI研究、建置資料中心，並支持AI公司。

At this point, China's car may actually be the faster one.

到了這個階段，中國的賽車可能實際上是比較快的。

But a race car is only as good as its engine.

不過，賽車的好壞取決於它的引擎。

It's a tiny slice of silicon packed with billions of transistors that turn electric signals on and off.

它是一小片矽，裡面塞滿了數十億個開關電信號的電晶體。

Bundle hundreds of thousands of chips together and you've got the computing power to train and run AI models.

把數十萬個晶片綁在一起，你就能擁有訓練和運行AI模型的運算能力。

China's chip makers like Huawei and Kembracon make pretty good AI chips, but

中國的晶片製造商，像是華為和展銳，做的AI晶片還不錯，但是

US chip makers like Nvidia and AMD make much better ones.

美國的晶片製造商，像是Nvidia和AMD，做的就更好。

Better chips are what allowed USAI to build a lead in the 2010s.

更好的晶片讓美國在2010年代取得了領先。

But since US chipmakers sold chips to China too, China was able to hang not far behind.

但 since 美國晶片製造商也賣晶片給中國，中國也能緊緊跟隨。

There has never been a more exciting battle.

Then around 2018, the US government realized, given the stakes of the AI race, it should probably stop helping China.

大約在2018年，美國政府意識到，鑑於AI競賽的利害關係，他們應該停止幫助中國。

AI technology is advancing very quickly and is fast becoming militarily and strategically extremely significant.

AI技術正在快速發展，並且正迅速成為軍事和戰略上極其重要的領域。

Chris McGuire worked on AI chip policy under both Presidents Trump and Biden.

Chris McGuire曾在川普總統和拜登總統任內，參與AI晶片政策的制定。

The only area where we have A big advantage over China is in hardware.

我們唯一比中國有優勢的領域就是硬體。

So if we want to be able to slow the Chinese down, this is our only way of doing it.

所以，如果我們想減緩中國的腳步，這就是我們唯一的方法。

In 2020, Trump blocked Chinese chip makers from using US made tools to make their chips.

2020年，川普阻止中國晶片製造商使用美國製造的工具來製造他們的晶片。

Then in 2022, Joe Biden made it illegal for US chip makers to sell their best chips to China.

接著在2022年，拜登總統禁止美國晶片製造商將他們最好的晶片賣給中國。

With each new chip, Usai surged ahead while Chinese AI was stuck using older US chips or inferior Chinese made chips.

隨著每一款新晶片的推出，Nvidia一路領先，而中國的AI卻受困於使用舊款美國晶片或品質較差的中國製晶片。

The amount that it's going to keep China back is going to increase every year that they're in effect and now starts to pull away.

所以，中國被拖慢的程度，會隨著這些措施生效的時間一年比一年增加，而且現在開始拉開差距了。

These restrictions, called export controls, change the game, but

這些被稱為出口管制的限制，改變了遊戲規則，但是

they cost US chip makers a lot of potential business, especially for the best chip maker, Nvidia.

這讓美國的晶片製造商損失了很多潛在的生意，尤其是對頂尖的晶片製造商Nvidia來說。

Just 15 years ago, Nvidia was designing chips for video games when researchers discovered Nvidia chips were also great for powering AI models.

就在15年前，Nvidia還在設計電玩用的晶片，當時研究人員發現Nvidia的晶片也非常適合用來驅動AI模型。

The discovery gave Nvidia a head start on the AI boom.

這項發現讓Nvidia在AI熱潮中搶得先機。

By 2023, it made more than 90% of AI data center chips.

到了2023年，它生產了超過90%的AI資料中心晶片。

全世界都想運行在Nvidia的晶片上。

And that's because it's so much easier to use Nvidia than to use anything else.

這是因為使用Nvidia比使用其他任何東西都來得容易太多了。

The best chips that are being made by Chinese manufacturing facilities are are around five years behind that of Nvidia.

中國製造廠生產的頂尖晶片，大約落後Nvidia五年。

And in fact, Chinese military documents, when AI is involved, they're asking for Nvidia chips.

事實上，中國軍方文件提到AI時，他們都在尋找Nvidia的晶片。

Before Biden's restrictions, 22% of Nvidia's revenue came from selling chips to China.

在拜登設下限制之前，Nvidia有22%的營收來自賣晶片給中國。

But after just 13% did, these restrictions were hurting business.

但在限制後，只有13%的營收來自中國，這項限制確實影響了生意。

So Nvidia found a genius way around them.

所以Nvidia找到了一個聰明的辦法繞過這些限制。

It took a lot of extra reporting, it took a lot of extra research going all over the Internet, and

這需要很多額外的報導，需要很多額外的研究，在網路上到處搜尋，而且

that often leads to many more spam texts and emails.

這常常會導致更多垃圾簡訊和電子郵件。

Thankfully, I protect myself through my subscription to Incogni and I'm thrilled to have Incogni sponsor this episode.

幸好，我透過訂閱Incogni來保護自己，我很高興Incogni贊助了這一集。

So there are hundreds of these data brokers out there.

所以市面上有很多這樣的資料經紀公司。

They take the personal information you give out on the Internet.

他們會取得你在網路上填寫的個人資訊。

Your logins, your addresses, your passwords, even your Social Security number.

像是你的登入帳號、地址、密碼，甚至你的社會安全號碼。

That's how you get those spam texts and emails.

這就是為什麼你會收到那些垃圾簡訊和電子郵件。

But it's also how your information can fall into the hands of criminals.

但這也可能讓你的資訊落入罪犯手中。

Now, we have the right to take that data back, but

現在，我們有權利把這些資料拿回來，但是

it would take forever to do it ourselves.

我們自己做的話會花上永遠的時間。

Tell Incogni whose personal data you want them to remove.

告訴 Incogni 你想讓他們移除誰的個人資料。

Step two is you grant Incogni the right to work on your behalf.

第二步，你授權 Incogni 代表你處理。

Incogni will go out and contact those data brokers.

Incogni 會主動聯繫那些資料經紀人。

Step three, you sit back and relax and watch Incogni do the work for you.

第三步，你坐著放鬆，看著 Incogni 為你工作。

It'll send you a progress report all along the way.

他們會一路寄送進度報告給你。

Right now, use the code SEARCHPARTY at the link below and you're going to get 60% off Incogni's annual plan.

現在，使用下面的連結的代碼 SEARCHPARTY，你就可以享有 Incogni 年繳方案 60% 的折扣。

Now, I've been using Incogni now for a few years.

If you want to keep your personal data safe on the Internet while supporting searchparty in the meantime, Incogni is a great way to do it.

如果你想在網路上保護你的個人資料，同時又能支持 searchparty，Incogni 是個很棒的選擇。

So thanks again to Incogni for supporting our work.

再次感謝 Incogni 支持我們的節目。

Each AI chip is judged by its power and its interconnect speed.

每一款 AI 晶片都看它的效能和連接速度來評斷。

That's how fast it can talk to other chips.

這代表它能多快跟其他晶片溝通。

In 2022, Biden banned selling any chip above these limits, which included Nvidia's best.

2022 年，拜登禁止銷售任何超過這些限制的晶片，這包含了 Nvidia 最好的產品。

So Nvidia took its H100 chip and degraded it to create a new version that fell under the limits.

所以 Nvidia 就把它們的 H100 晶片降級，創造了一個符合限制的新版本。

Chinese AI companies bought as many as they could.

中國的 AI 公司盡可能地買了很多。

Then, when Biden tightened the restrictions, Nvidia designed another new chip, the H20.

然後，當拜登收緊限制時，Nvidia 又設計了另一款新晶片，H20。

it was very fast, which made it ideal for serving AI models to millions of users.

速度非常快，這讓它非常適合為數百萬用戶提供 AI 模型服務。

Chinese AI companies again bought as many as they could and smuggled in some chips.

中國的 AI 公司再次盡可能地購買並走私了一些晶片。

By 2025, largely thanks to Nvidia chips, they were showing incredible progress.

到 2025 年，這在很大程度上要歸功於 Nvidia 的晶片，它們展現出了驚人的進步。

Financial markets have been reacting to Deep sea, Deep sea, Deep Sea, a company with a collection of Chinese AI models that claims to be out, even open air, and

金融市場對 Deep sea, Deep sea, Deep Sea 的反應很激烈，這是一家擁有中國 AI 模型集合的公司，聲稱這些模型已經推出，甚至開放了，而且

So the Chinese market is scooping up these chips as fast as they can.

所以中國市場正以最快的速度搶購這些晶片。

They're saying, whatever the best Nvidia chips were allowed to buy, that's what we want.

他們說，無論 Nvidia 最好的晶片允許購買哪種，我們都要。

字幕列表影片播放

川普讓中國贏得晶片大戰？！ (Trump is letting China win the chip race)

subscribe

episode

eventually

incredible