黃仁勳力挺「優秀」的中國AI模型,呼籲華盛頓摒棄「科幻式」擔憂:「誤解了Kimi的影響」

Nvidia Corp.(NASDAQ:NVDA) CEOJensen Huangsaid the U.S. should embrace, not ban, China's AI models, arguing that high-quality open-source technology should be used rather than feared.

輝達公司(納斯達克:NVDA)首席執行長黃仁勳表示,美國應擁抱而非禁止中國的AI模型,他認為高質量的開源技術應被使用,而不是被恐懼。

In an interview with Axios on Tuesday, Huang called the Chinese models "excellent" and dismissed concerns that OpenAI and Anthropic should fear open AI models, saying they broaden AI adoption by attracting new users, while many customers will still pay for the superior performance and reliability of closed models.

在周二接受Axios採訪時,Huang稱中國模型「非常優秀」,並駁斥了有關OpenAI和Anthropic應擔心開源AI模型的說法,指出這些模型通過吸引新用戶擴大了AI的採用範圍,而許多客戶仍會為閉源模型更優越的性能和可靠性付費。

Huang pushed back on fears that downloaded Chinese AI models create a "backdoor" to Beijing, arguing they can be securely customized and isolated.

Huang反駁了有關下載的中國AI模型會為北京提供「後門」的擔憂,認為這些模型可以被安全地定製和隔離。

"There's no scenario where China runs U.S. companies off the road...Zero possibility," Huang said.

Huang表示:「沒有任何一種情況會導致中國把美國公司擠出市場……可能性為零。」

He said open AI models improve security through public scrutiny and believes wider adoption of free AI will drive demand for Nvidia's chips, data centers, and computing infrastructure.

他表示,開源AI模型通過公眾審查提升了安全性,並相信免費AI的更廣泛採用將推動對輝達晶片、數據中心和計算基礎設施的需求。

"The market misunderstood the impact ofDeepSeekthe first time," the CEO said, adding that Wall Street has "misunderstood the impact of Kimi again this time."

這位首席執行長表示:「市場第一次誤解了DeepSeek的影響,」並補充稱華爾街「這次又再次誤解了Kimi的影響。」

Huang's Advice To Washington
Huang給華盛頓的建議

In another part of the interview, published on Thursday, Huang urged policymakers not to let "science fiction" fears about AI shape regulation, calling predictions of mass job losses and human extinction "complete nonsense."

在周四發佈的採訪另一部分中,Huang敦促政策制定者不要讓關於AI的「科幻式」恐懼主導監管,稱關於大規模失業和人類滅絕的預測是「完全無稽之談」。

He warned that discouraging AI adoption poses the bigger risk and encouraged officials to seek broader industry input, not just from "one or two" CEOs, before imposing restrictions.

他警告稱,阻礙AI採用才是更大的風險,並鼓勵官員在實施限制之前尋求更廣泛的行業意見,而不僅僅是來自「一兩位」首席執行長的意見。

Huang said some companies may be using safety concerns to push for regulations that benefit their own interests. He also acknowledged concerns that the administration could overcorrect with excessive regulation.

Huang表示,一些公司可能正以安全問題為由推動有利於自身利益的監管措施。他還承認,人們擔心本屆政府可能會因過度監管而矯枉過正。

China AI Debate Intensifies
中國人工智慧爭論加劇

The Nvidia CEO's advice comes on the heels of Treasury SecretaryScott Bessentsaying the Trump administration will investigate alleged intellectual property theft by Chinese AI models, warning that companies found using "distillation" to copy U.S. AI technology could face sanctions. He cited evidence of U.S. AI model watermarks appearing in Chinese models and said the administration supports open-source AI but not IP theft.

輝達首席執行長的建議是在財務部長貝森特表示川普政府將調查中國人工智慧模型涉嫌竊取知識產權之後提出的。貝森特警告稱,被發現使用「蒸餾」技術複製美國人工智慧技術的公司可能面臨制裁。他指出有證據顯示,美國人工智慧模型的水印出現在中國模型中,並表示政府支援開源人工智慧,但反對知識產權盜竊。

There were also reports that the Trump Administration is planning to ban the Chinese open-source AI models after Moonshot AI released Kimi K3 last week, which outperformed several top U.S. models on certain industry benchmarks.

另有報導稱,川普政府正計劃禁止中國的開源人工智慧模型,此前Moonshot AI於上周發佈了Kimi K3,該模型在某些行業基準測試中表現優於多款美國頂尖模型。

CNBC commentatorJim Crameralso warned that Chinese tech firms and AI models could pose a growing threat to the U.S. He urged U.S. companies not to adopt Chinese AI models over national security concerns and criticized allowing Chinese access to U.S. corporate data while restricting Nvidia chip exports, calling the approach "finsuicide."

CNBC評論員Jim Cramer還警告稱,中國科技公司和人工智慧模型可能對美國構成日益增長的威脅。他敦促美國企業出於國家安全考慮不要採用中國的人工智慧模型,並批評美國一方面限制輝達晶片出口,另一方面卻允許中國企業獲取美國公司數據,稱這種做法是「金融自殺(finsuicide)」。

Meanwhile,BluBird Capital'sAnni Sensaid strong demand for Moonshot AI's Kimi K3 could drive long-term growth in AI chip demand, benefiting companies like Nvidia andMicron Technology, Inc.(NASDAQ:MU). Despite its efficient operation, the model's massive memory requirements may increase enterprise AI workloads, creating a positive outlook for the memory chip market.
Disclaimer:This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

與此同時,BluBird Capital的Anni Sen表示,Moonshot AI的Kimi K3強勁需求可能推動人工智慧晶片的長期增長,使輝達和美光科技公司(納斯達克代碼:MU)等企業受益。儘管該模型運行高效,但其巨大的內存需求可能會增加企業人工智慧工作負載,為內存晶片市場創造積極前景。
免責聲明:本內容部分藉助AI工具生成,並經由Benzinga編輯審閱併發布。 (Benzinga)