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 黄靖、郭皓宁:美国对华高科技竞争正转向市场控制
 Huan Qiu Wang Zi Xun· 2025-08-12 22:42
 Group 1 - The U.S. government has reached a unique agreement with NVIDIA and AMD, requiring them to pay 15% of their chip export revenues to China to the U.S. government in exchange for export licenses [1] - The Biden administration's strategy has shifted from strict technology embargoes to a more balanced approach that seeks to maintain technological leadership while accommodating business interests [4][8] - The "AI Action Plan" introduced by the Biden administration emphasizes infrastructure, innovation, and global influence, aiming to enhance U.S. AI capabilities through incentives rather than strict regulations [6][7]   Group 2 - The U.S. has implemented restrictions on high-end chips and semiconductor products to China, aiming to prevent access to advanced technology [2] - Despite these restrictions, China's domestic AI models are rapidly advancing, demonstrating that U.S. export controls have not effectively stifled Chinese technological progress [3] - Major U.S. tech companies, including NVIDIA and Oracle, argue that the Biden administration's export controls are detrimental to U.S. market share and competitiveness [3]   Group 3 - The U.S. government is focusing on securing market dominance globally, rather than solely relying on technology restrictions, to counter China's technological rise [4][8] - Recent agreements with Middle Eastern countries aim to establish a U.S.-centric AI ecosystem, limiting their investments in Chinese technology [5] - The effectiveness of the U.S. government's AI initiatives remains uncertain, as large-scale projects like the "Star Gate" initiative have faced significant delays and challenges [7]