三星电子：第二季度晶圆代工受先进AI芯片库存供应的影响。 ...

Core Viewpoint - Nvidia publicly criticized Anthropic regarding AI chip export restrictions, emphasizing the need for innovation over regulatory constraints [1][2]. Group 1: Nvidia's Position - Nvidia's spokesperson argued that American companies should focus on innovation rather than creating exaggerated narratives about chip smuggling [1]. - The company responded sharply to Anthropic's call for stricter export controls, claiming that such policies hinder competition and that the U.S. cannot rely on regulatory manipulation to win the AI race [2]. Group 2: Anthropic's Stance - Anthropic advocates for lowering export thresholds for "second-class countries" while tightening regulations to mitigate smuggling risks, emphasizing that maintaining U.S. advantages in computing is crucial for national security and economic prosperity [2]. - The company referenced specific incidents of smuggling, including a case in 2022 where a woman was arrested for carrying chips into China and a 2023 seizure of computer graphics cards from a shipment of shrimp in Hong Kong [2]. Group 3: Broader Context - The upcoming "AI diffusion rules" set to take effect on May 15 will impose global export controls on advanced AI chips and model weights to prevent adversaries like China from gaining an edge in the AI arms race [1]. - Former President Donald Trump is reportedly working on updating these restrictions, adding uncertainty to an already controversial policy [1].

在全球人工智能(AI)竞争如火如荼之际，欧盟委员会近日正式推出"人工智能大陆行动计划"，试图通过 政策松绑、算力基建和行业应用三大支柱，扭转其在AI领域的落后局面。这一计划被视为2024年正式 生效的《人工智能法案》的配套战略，标志着欧盟AI政策从"监管先行"向"监管与创新并重"的重要转 变。 市场研究机构TrendForce(集邦咨询)数据显示，2023年，全球AI服务器出货量中，北美占比60%，亚洲 占比约30%，而欧洲占据的份额不足10%。法国人工智能协会主席吕克·朱利亚指出，"算力是AI时代 的'石油'，欧盟此举意在确保技术主权。但问题在于，这些芯片从何而来？"目前，欧盟本土企业如英 国的拟未(Graphcoref )和法国的SiPearl尚未形成规模替代能力。新计划将与欧盟《芯片法案》联动，进 一步扶持本土半导体生态。 新计划还强调增加高质量数据获取渠道，发挥欧盟差异化优势，重点推动制造业、医疗、交通等战略领 域的AI应用。近年来，德国"工业4.0"以及法国"未来工厂"等项目积累了大量制造业数据，而欧盟《通 用数据保护条例》的严格隐私保护法规也使欧洲在医疗等敏感数据治理上更具公信力。"虽然欧盟未在 ...