芯片战

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临走前,马斯克给特朗普留下几句忠告:中国的实力深不可测!
Sou Hu Cai Jing· 2025-05-27 11:31
Group 1 - Musk emphasizes China's impressive talent pool and capabilities, particularly in the AI sector, predicting that by the end of the year, China's power generation will reach 2.5 times that of the US, potentially increasing to 3 to 4 times [1] - The Chinese power industry has diversified from coal to include hydropower, wind, solar, natural gas, and other renewable sources, aiming to become a world-class green low-carbon energy supplier [3] - By 2035, it is projected that clean energy will account for 95% of installed capacity and over 70% of power generation in China, driven by carbon peak and carbon neutrality goals [3] Group 2 - Musk's comments are seen as a challenge to the prevailing narrative in the US, particularly against Trump's administration, which has been engaged in a trade war with China [4] - The US government has issued warnings against the use of Huawei's AI chips, indicating a strategy to hinder China's AI development and maintain technological dominance [6] - Trump's administration has shown a pattern of aggressive trade policies, which have ultimately resulted in negative consequences for American citizens, highlighting the challenges of decoupling from China [8]
特朗普拒不妥协?美债危机倒逼中美谈判,英伟达CEO暗藏玄机
Sou Hu Cai Jing· 2025-05-06 07:27
特朗普拒不妥协?美债危机倒逼中美谈判,英伟达CEO暗藏玄机 但特朗普偏要硬撑。他一边喊话要谈判,一边挥舞芯片制裁大棒,甚至点名英伟达:连"阉割版"芯片都不许卖给中国!这操作看得人直摇头:一边求着中国 接盘美债,一边又掐中国脖子,哪来的底气? 第一部分:谈判大门敞开,特朗普为何装聋作哑? 最近国际舆论场炸开了锅——美国突然主动向中国递出谈判"橄榄枝",但中方回应却意味深长。商务部一句"正在评估",既没把话说死,也没直接拒绝,反 而给特朗普政府留了个"台阶":想谈?先拿出诚意! 第二部分:芯片战升级,特朗普的算盘能响吗? 特朗普的芯片政策,本质是"新瓶装旧酒"。拜登时期搞的芯片出口限制,他非但不松手,反而要加码。这次直接瞄准英伟达,要求连性能缩水的"特供版"芯 片都不准出口。表面看是"杀鸡儆猴",逼其他国家站队;实际上,这和加征关税一个套路——人为制造筹码,逼中国让步。 可问题是,这招真的管用吗?先看数据:2024年中国芯片自给率已突破30%,预计2025年将达45%。更关键的是,华为昇腾910B、寒武纪MLU370等国产芯 片性能直追英伟达A100。黄仁勋在闭门会上那句"限制出口只会加速中国自研",可不是客套话 ...