解放军曾试图购买英伟达芯片用于AI服务器和机器狗,文件显示

解放军曾试图购买英伟达芯片用于AI服务器和机器狗,文件显示

2025-08-04Technology
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雷总
跑了松鼠好嘛,早上好。我是雷总,今天是8月4日,星期一。欢迎收听专为您打造的 Goose Pod。
董小姐
我是董小姐。今天我们来聊一个火药味很足的话题:文件显示,中国人民解放军曾试图购买英伟达的尖端芯片,用于人工智能服务器和机器狗。
雷总
是的,让我们来看看细节。有媒体查看了解放军官方采购门户的记录,发现过去一年里,多次出现了对英伟达硬件的需求,其中既包括被禁运的,也包括允许出口的型号,比如最近美国准备放松管制的H20芯片。
董小姐
这说明了什么?说明我们的军队非常清楚,未来战场上,算力就是战斗力。不管最后买没买到,这个意图本身,就足以让大洋彼岸睡不着觉了。他们想把我们挡在AI门外,但我们正在用自己的方式推开这扇门。
雷总
没错。比如有几份今年4月的采购需求,明确点名要被禁的英伟达芯片。一份是要至少8张H20卡,用来跑“深求”那个最强的671B大模型。另一份更直接,点名要H100,这可是AI芯片里的“奢侈品”,而且要求原厂包装,现场安装。
董小姐
这背后是对顶尖性能的渴望。英伟达的回应很有意思,他们说中国国内的芯片“绰绰有余”,买几片旧产品测试一下“不构成国家安全威胁”。这话听起来,更像是一种公关辞令,既想安抚美国政府,又不想得罪中国市场。商业公司,总是要在夹缝中求生存。
雷总
还有那个机器狗的项目也很有趣,虽然最后取消了。它计划使用英伟达的Jetson计算模块,这相当于给机器狗装上了一个能实时思考和决策的“大脑”。这展示了AI技术在军事应用场景中极富想象力的探索。
董小姐
对,但我们不能只看这些零散的采购意向。要理解这场“芯片战争”的全貌,就必须把它放到一个更大的历史背景和战略格局中去看。美国的一系列出口管制,才是这一切事件的根源。
雷总
董小姐说到了关键。这件事的背景,就是中美之间持续升级的科技战。从2022年10月开始,美国商务部就出台了非常严格的芯片出口管制措施,而且在2023年和2024年不断加码,目的就是想锁住我们发展先进AI和超算的能力。
董小姐
他们的策略很清晰,就是所谓的‘小院高墙’。针对AI芯片,他们主要限制两个关键性能指标:一个是芯片的算力,另一个是互连带宽。说白了,就是既不让你单片芯片太强,也不让你把一堆芯片高效地连起来形成超级算力。
雷总
这个比喻很形象。就像你本来想建一个庞大的数据中心,但他们不仅限制了每台服务器的性能,还切断了服务器之间的高速公路。这样一来,你的整体计算能力就受到了极大的制约。这是非常精准的打击。
董小姐
但是,压力之下必有反弹。你看华为,就在如此严密的封锁下,硬是推出了搭载国产7纳米麒麟芯片的Mate 60手机。这件事极大地振奋了人心,也向世界证明,封锁是压不垮我们的。核心科技,必须也必然要掌握在自己手里!
雷总
是的,华为的突破是一个标志性事件。但我们也要清醒地看到,在更上游的芯片制造设备,特别是EUV光刻机方面,我们与世界顶尖水平还有不小的差距。中芯国际虽然实现了7纳米的量产,但据说产能也因为缺少EUV设备而受限。这是一场持久战。
董小姐
持久战就要有持久战的打法。我们现在是‘举国体制’,集中力量办大事。从科研论文数量上看,我们在芯片设计和生产领域已经超过了美国。像深求(DeepSeek)这样的公司,也用有限的资源做出了世界级的AI模型,证明了创新效率的重要性。
雷总
深求的CEO有句话说得特别好,他说:‘对我们来说,钱从来不是问题,先进芯片的禁运才是问题。’这代表了很多中国科技企业的心声。我们不缺市场,不缺人才,也不缺资金,缺的是一个公平的、不受地缘政治干扰的全球供应链。
董小姐
所以,问题的核心矛盾就浮现出来了。一方面是美国出于国家安全考虑,试图对技术进行绝对控制;另一方面是商业利益和全球化市场的客观规律。这两者之间的冲突,构成了今天我们看到的所有博弈和纠葛。
雷总
这个矛盾非常突出。比如英伟达,作为一家商业公司,它的CEO黄仁勋肯定不希望放弃中国这个庞大的市场。所以他们会想尽办法,在不违反美国法规的前提下,推出一些“特供版”芯片,比如H20,性能上砍一刀,刚好低于管制线。
董小姐
这就是商人的精明之处。但这种“妥协”并不能让所有人都满意。美国的国家安全鹰派就非常警惕,他们认为即便是降级版的H20,也可能增强中国的军事潜力。最近就有20位专家联名致信商务部,要求重新禁止H20的出口,认为这会“打开闸门”。
雷总
你看,这就很纠结了。对英伟达来说,禁止H20意味着巨大的收入损失。而对美国的战略家来说,任何一点技术外流都是潜在的风险。这种内部的博弈,也让美国的对华芯片政策充满了不确定性。他们自己内部也没有达成完全的共识。
董小姐
更有意思的是,我们内部也并非铁板一块。之前就有国内知名学者公开对华为提出批评,认为它“过于封闭和垄断”。这反映出一种深层次的思考:在追赶世界顶尖技术的道路上,我们是应该依靠一两家超级巨头,还是应该鼓励一个百花齐放的产业生态?
雷总
这是一个非常好的问题。从技术攻关的角度,集中力量办大事,效率可能更高。但从产业的长期健康发展来看,开放的生态和充分的竞争,才能催生出源源不断的创新活力。就像我们做手机行业,正是在开放的安卓生态里,大家相互‘卷’,才‘卷’出了全球领先的中国军团。
董小姐
没错。所以,无论是外部的封锁与反封锁,还是内部的路线之争,都让这场芯片之战变得异常复杂。而这些复杂的博弈,最终都将以各种形式,对产业、市场和国家战略产生实实在在的影响。
雷总
影响最直接的,可能就是资本市场了。英伟达的股价就像一个晴雨表,每次传出美国要放松对华芯片出口的消息,股价就应声大涨。这说明资本是逐利的,它清楚地知道,失去中国市场对任何一家科技巨头来说都是不可承受之重。
董小姐
但对我们国家而言,影响是双重的。短期来看,芯片禁运确实给我们的一些高科技领域带来了“卡脖子”的困难,延缓了部分AI应用的研发进程。但从长远来看,这无异于一剂强效催化剂,倒逼我们下定决心,去攻克整个产业链的薄弱环节。
雷总
是的,这种倒逼效应非常明显。而且,禁令之下也催生了各种规避手段。报道里提到,解放军可以通过子公司、空壳公司等各种渠道,在国际市场上设法采购到需要的芯片。这种“灰色地带”的存在,让美国的出口管制效果大打折扣。
董小姐
这恰恰说明,在全球化如此深入的今天,想用一纸禁令完全切断技术流动是不现实的。这种做法不仅会损害美国公司的利益,还会促使其他国家建立“去美国化”的供应链,最终可能会动摇美国自身的科技领导地位。这是一个危险的游戏。
雷总
展望未来,这场围绕AI和芯片的全球竞赛,我认为会进入一个全新的阶段。中美之间可能会形成两个相对独立的、既竞争又在某些领域相互渗透的技术生态。谁能构建起更高效、更具创新活力的生态系统,谁就能在未来的竞争中占据主动。
董小姐
我完全同意。未来的竞争,是全方位的。不仅仅是芯片硬件,还包括AI算法、大数据、人才储备以及应用场景的落地。我们有我们的优势,比如庞大的数据量、丰富的应用场景和强大的政府支持。这是一场马拉松,而不是百米冲刺,我们有足够的耐力和决心。
雷总
正如一位战略家所说,引领人工智能的国家将成为世界的统治者。这场竞赛的终局,还远未到来。今天的讨论就到这里。感谢收听Goose Pod。
董小姐
我们明天再见。

## China's Military Sought Nvidia Chips for AI Servers and Robot Dog, Documents Reveal **Report Provider:** Business Insider **Author:** Charles Rollet **Date:** August 1, 2025 (Published Date) This report details findings from documents reviewed by Business Insider, indicating that China's People's Liberation Army (PLA) has attempted to procure Nvidia chips for various military applications, including AI servers and a robot dog. The revelations come amidst a US policy shift to loosen export controls on certain Nvidia chips, sparking national security concerns. ### Key Findings and Conclusions: * **Military Procurement Attempts:** Chinese military units have posted numerous requests on the PLA's official procurement portal for Nvidia hardware, including chips that are currently banned from export to China. * **AI Server Applications:** Several requests specify the use of Nvidia chips for servers designed to run advanced AI models, such as those developed by Chinese startup DeepSeek. * One request from April called for **at least eight H20 cards** to power a system capable of running DeepSeek's **DeepSeek-R1 671B** model at full capacity. * Another request from the same month sought **four RTX 6000 graphics cards** for an "intelligent decision-making" support system. A supplier was provisionally selected for this in June. * A server request from July 2024 also specified **H100 GPUs**, which have been banned from export to China since 2022. These cards are described as costing "tens of thousands of dollars apiece." * **Robot Dog Project:** A military unit requested a **33-pound "robot dog"** with an Nvidia Jetson computing module in April for an unspecified training project. This particular request was later canceled, though Jetson modules are generally not barred from export. * **US Policy Shift and Concerns:** The US recently greenlit some Nvidia chip sales, specifically mentioning the **H20 chip**, a move that has raised alarms among national security strategists. * Twenty national security policymakers and professionals sent a letter to the Commerce Department urging the US to **reimpose the H20 ban**, arguing that these chips would "support China's military." * Craig Singleton, a senior director at the Foundation for Defense of Democracies, stated, "This reversal will certainly open the floodgates." * **Nvidia's Stance:** Nvidia maintains that China's military possesses "more than enough" domestic chips and that acquiring a "handful of older products to test the US competition is not a national security concern." The company also stated that using restricted products without support would be a "nonstarter." * **Domestic Alternatives and Security Claims:** Despite Nvidia's assurances, China's government has been actively supporting domestic chip development. Separately, China's internet regulator has summoned Nvidia to address alleged backdoor security risks in its H20 chips, claims Nvidia denies. * **Acquisition Methods:** Experts like Ryan Fedasiuk, a former State Department advisor, suggest the PLA has various methods to acquire chips illicitly, including using "ample cutouts, subsidiaries, and shell companies." * **Performance Gap:** Fedasiuk also highlighted that the Chinese military, like Chinese AI companies, seeks the best hardware available, and domestic chips like those from Huawei are not comparable in processing power to Nvidia's offerings. ### Notable Risks and Concerns: * **National Security Threat:** The primary concern is that the sale of Nvidia chips, particularly the H20, could directly benefit China's military modernization and AI capabilities, potentially posing a threat to US national security. * **Circumvention of Bans:** The PLA's documented attempts to procure banned chips suggest a persistent effort to acquire advanced technology, potentially through illicit channels. * **"Opening the Floodgates":** The loosening of export controls is feared to create a precedent that could lead to broader access for China to critical US semiconductor technology. ### Material Financial Data: * The report mentions that **H100 graphics cards** can cost "tens of thousands of dollars apiece," indicating the significant financial investment involved in these procurement attempts. ### Trends and Changes: * **Shift in US Export Policy:** The US is easing export controls on certain Nvidia chips, a significant change from previous restrictions. * **Continued Demand for High-Performance Chips:** The Chinese military's procurement requests demonstrate a consistent demand for cutting-edge AI hardware, even as domestic alternatives are being developed. ### Important Recommendations (Implied): * The letter from national security experts to the Commerce Department serves as an implicit recommendation to **reimpose the ban on H20 chip sales** to China. * The concerns raised by experts suggest a need for **vigilant monitoring and enforcement** of export controls to prevent the diversion of advanced technology to military applications.

China’s military tried to buy Nvidia chips for AI servers and a robot dog, documents show

Read original at Business Insider

Nvidia CEO Jensen Huang.Chesnot/Getty Images China's army sought to buy Nvidia chips for AI servers that can run DeepSeek and for a robot dog.The US recently greenlit some Nvidia chip sales, worrying some national security strategists.Nvidia says China's military has plenty of domestic chips, and there's no national security threat.

The Chinese military wants to use Nvidia AI chips in a wide range of projects, from servers running Chinese startup DeepSeek's most powerful model to a 33-pound "robot dog" with a high-definition camera, according to documents reviewed by Business Insider.BI reviewed records on the Chinese People's Liberation Army (PLA)'s official procurement portal, where military units post thousands of requests for equipment that local contractors can bid on.

Multiple requests over the past year reference both banned and permitted Nvidia hardware, including the H20 chip, on which the US is set to loosen export controls—a move that has sent Nvidia's stock soaring.An Nvidia spokesperson told BI that China has "more than enough" domestic chips for all its military applications."

Buying a handful of older products to test the US competition is not a national security concern," the spokesperson said. "Using restricted products for military applications would be a nonstarter, without support, software, or maintenance."While the Chinese military tries to buy Nvidia's hardware, the chipmaker faces pressure from other parts of the Chinese government, which has long supported efforts to build a domestic alternative.

On Thursday, China's internet regulator said it had summoned the company to explain alleged backdoor security risks in its H20 chips, claims that Nvidia has denied, Reuters reported.How the Chinese army wants to use Nvidia chipsThe military projects reviewed by BI are typically for servers to run AI models, like those built by DeepSeek, for unspecified purposes.

Three requests published this April call for banned Nvidia chips to power such servers. One requests at least eight H20 cards for a system capable of running one of DeepSeek's largest and most powerful models, DeepSeek-R1 671B, at full capacity.Another, tied to an "intelligent decision-making" support system that can also run DeepSeek, calls for four RTX 6000 graphics cards—also banned.

Although the contract hasn't been finalized, a supplier was provisionally selected in June. DeepSeek didn't respond to requests for comment.Another server request from the same month asks for an H100 graphics card—banned from export to China since 2022—which can cost tens of thousands of dollars apiece.

The listing specifies that the cards must be delivered in their original packaging and installed on-site. Another AI server request published in July 2024 also calls for H100 GPUs.The Chinese military isn't only calling for AI servers.One project from April, for example, shows a military unit requesting a 33-pound "robot dog" with an Nvidia Jetson computing module as part of an unspecified training project.

This particular request was later canceled, and Jetson modules are not barred from being exported to China for most use cases.It's unclear whether the Chinese military actually obtained these chips. Ryan Fedasiuk, a former State Department advisor on China tech policy, says the Chinese military has many ways to acquire them."

There are ample cutouts, subsidiaries, and shell companies that the PLA can and does use to source chips illicitly from American companies, including Nvidia," he told BI.Nvidia plans to sell H20 chips to China againSome national security policymakers and professionals have expressed concerns about making it easier for China to get some Nvidia chips.

Twenty of them sent a letter to the Commerce Department on Monday asking the US to reimpose the H20 ban, saying the chips would "support China's military.""This reversal will certainly open the floodgates," said Craig Singleton, a senior director at the Foundation for Defense of Democracies who co-signed the letter.

The Commerce Department told BI that the current administration has tightened controls compared to its predecessor."The Trump Administration will consider any H20 license applications carefully, accounting for both the benefits and the costs of potential exports from America and taking into account the views of experts across the US Government," a Commerce spokesperson said.'

Nobody can beat Nvidia'Fedasiuk reviewed some of the records found by BI and said they show that the Chinese military, like Chinese AI companies, wants to use the best hardware possible, and domestic chips like Huawei's don't cut it."In terms of sheer processing power that a given chip is capable of bringing to bear, nobody can beat Nvidia.

Huawei is not close," Fedasiuk said.Nvidia CEO Jensen Huang has downplayed such concerns, saying China's military doesn't want to rely on US technology."They simply can't rely on it," Huang said in July on CNN."It could, of course, be limited at any time."China's Ministry of National Defense, which represents the PLA, didn't respond to requests for comment.

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