台积电停止向中国公司供货，中美人工智能芯片大战愈演愈烈

本周，美国商务部（USDOC）致函台积电（台积电）（纳斯达克股票代码：TSM），要求该公司暂停向中国企业运送先进人工智能（AI）芯片。

The United States Department of Commerce (USDOC) has ordered Taiwan Semiconductor Manufacturing Co. (TSMC) (NASDAQ: TSM) to halt shipments of advanced artificial intelligence (AI) chips to Chinese companies, according to a letter obtained by Reuters on Monday.

路透社周一获得的一封信函显示，美国商务部 (USDOC) 已命令台积电 (TSMC)（纳斯达克股票代码：TSM）停止向中国公司运送先进人工智能 (AI) 芯片。

The USDOC issued this directive after discovering a TSMC chip in a Huawei AI processor, sparking concerns over international entities breaching U.S. trade restrictions. Huawei has been on the U.S. restricted trade list for several years, and any company engaging in business with Huawei must obtain a U.S. license, particularly if the technology could enhance Huawei's capabilities. If the U.S. identifies the trade or business activity as posing a threat to the United States or bolstering China's innovation or development, the license application will likely be denied.

美国商务部在华为人工智能处理器中发现台积电芯片后发布了这一指令，引发了人们对国际实体违反美国贸易限制的担忧。华为多年来一直被列入美国限制贸易名单，任何与华为开展业务的公司都必须获得美国许可，特别是如果该技术可以增强华为的能力。如果美国认定该贸易或商业活动对美国构成威胁或支持中国的创新或发展，则许可申请可能会被拒绝。

Following the USDOC's order, TSMC notified its Chinese customers that it would suspend semiconductor shipments to them. This incident underscores the escalating tensions between the U.S. and China over technological advancements in AI.

根据美国商务部的命令，台积电通知其中国客户，将暂停向他们运送半导体。这一事件凸显了中美之间围绕人工智能技术进步的紧张关系不断升级。

As the world leader in AI, the U.S. is determined to protect its position and aims to restrict access to technology that could catalyze or support innovation outside its borders. The U.S. fears that advanced AI capabilities in countries like China could pose a security threat, prompting the U.S. to impose increasingly stringent controls on tech exports. As evident in the TSMC case, the U.S. governs domestic exports and exerts its influence to regulate international companies interacting with entities it deems a potential threat.

作为人工智能领域的世界领导者，美国决心保护其地位，并旨在限制获取可能催化或支持境外创新的技术。美国担心中国等国家的先进人工智能能力可能构成安全威胁，促使美国对技术出口实施越来越严格的控制。正如台积电案所表明的那样，美国管理国内出口，并发挥影响力来监管与其认为具有潜在威胁的实体互动的国际公司。

Amazon continues its foray into the AI chip market with Trainium 2, a new addition to its growing lineup of in-house AI chips, according to TechCrunch. Amazon Web Services (AWS) has stated that the company will not abandon its use of NVIDIA's (NASDAQ: NVDA) chips. However, it aims to provide its customers with a cost-efficient alternative, which Amazon hopes will entice businesses seeking to optimize their AI infrastructure with Amazon's own chips.

据 TechCrunch 报道，亚马逊继续进军人工智能芯片市场，推出了 Trainium 2，这是其不断壮大的内部人工智能芯片阵容的新成员。亚马逊网络服务（AWS）表示，该公司不会放弃使用 NVIDIA（纳斯达克股票代码：NVDA）芯片。然而，它的目标是为客户提供一种具有成本效益的替代方案，亚马逊希望这将吸引那些寻求使用亚马逊自己的芯片优化人工智能基础设施的企业。

Amazon's focus on in-house chip production is not a recent development. In recent years, Amazon has introduced chips like Inferentia, which reportedly reduces costs by up to 40% when powering AI model responses. These potential cost savings are appealing to companies running large-scale operations where AI costs can reach millions, if not billions, annually.

亚马逊专注于内部芯片生产并不是最近的事。近年来，亚马逊推出了 Inferentia 等芯片，据报道，该芯片在支持 AI 模型响应时可将成本降低高达 40%。这些潜在的成本节约对于大规模运营的公司来说很有吸引力，这些公司的人工智能成本每年可能达到数百万甚至数十亿。

Building chips internally is a strategy being adopted by several tech giants. Apple (NASDAQ: AAPL) was an early adopter of this approach, creating proprietary chips for better and cheaper integration across its devices. Recently, OpenAI announced it would follow suit when the company shared its plans to produce in-house chips.

内部构建芯片是多家科技巨头正在采取的策略。苹果（纳斯达克股票代码：AAPL）是这种方法的早期采用者，创建专有芯片以更好、更便宜地跨其设备进行集成。最近，OpenAI 宣布将效仿该公司分享其生产内部芯片的计划。

There are numerous benefits to having a vertically integrated operation. Companies can reduce long-term costs and improve efficiency by designing chips tailored to specific operations. Customized chips can often execute tasks faster and more efficiently than general-purpose ones made by third parties, providing an advantage for companies looking to maintain a competitive edge in their specific niche.

垂直整合运营有很多好处。公司可以通过设计适合特定操作的芯片来降低长期成本并提高效率。定制芯片通常比第三方制造的通用芯片更快、更高效地执行任务，为希望在特定领域保持竞争优势的公司提供了优势。

Elon Musk's X (formerly Twitter) is rolling out a free-to-use version of its AI chatbot, Grok, making it accessible to a broader audience, reports The Verge. Grok was initially launched exclusively for Premium users, who pay a monthly fee for various perks on the social media platform, but Grok's free version is currently being tested in select countries.

据 The Verge 报道，埃隆·马斯克 (Elon Musk) 的 X（前身为 Twitter）正在推出其人工智能聊天机器人 Grok 的免费版本，让更广泛的受众能够使用它。 Grok 最初是专门为高级用户推出的，他们需要按月付费才能获得社交媒体平台上的各种福利，但 Grok 的免费版本目前正在某些国家/地区进行测试。

However, the free version of Grok comes with limitations. Users can only make up to 10 queries every two hours with the Grok-2 model, 20 queries every two hours with the Grok-2 mini model, and ask three image analysis questions daily.

然而，Grok 的免费版本有其局限性。用户使用 Grok-2 模型每两小时最多只能进行 10 次查询，使用 Grok-2 mini 模型每两小时最多只能进行 20 次查询，每天提出 3 个图像分析问题。

For tech giants, having a proprietary chatbot is almost an expectation—if competitors have one, they must, too. This proliferation of chatbots raises an important question: How many do we really need? While more chatbot options seem like a positive development, some users—including myself—begin to wonder why the world needs so many AI chatbots that effectively do the same thing.

对于科技巨头来说，拥有一个专有的聊天机器人几乎是一种期望——如果竞争对手拥有一个，他们也必须拥有一个。聊天机器人的激增提出了一个重要问题：我们真正需要多少？虽然更多的聊天机器人选项似乎是一个积极的发展，但一些用户（包括我自己）开始想知道为什么世界需要如此多的人工智能聊天机器人来有效地做同样的事情。

Each new chatbot claims unique features, but the functionality remains largely the same for most users. Some do have specialized capabilities, but most users seem to engage with chatbots for similar tasks, which makes these slight advantages from chatbot to chatbot inconsequential.

每个新的聊天机器人都声称具有独特的功能，但对于大多数用户来说，功能基本上保持不变。有些确实具有专门的功能，但大多数用户似乎都在使用聊天机器人来完成类似的任务，这使得聊天机器人之间的这些微小优势变得无关紧要。

At the moment, OpenAI's ChatGPT stands as the frontrunner in this field, and it doesn't look like it will change anytime soon, especially with the company recently raising billions of dollars at a historic valuation. However, it is only a matter of time before the other chatbots on the market either carve out their section of the legaltech market, get acquired, or cease to exist.

目前，OpenAI 的 ChatGPT 是该领域的领跑者，而且这种情况似乎不会很快改变，尤其是该公司最近以历史估值筹集了数十亿美元。然而，市场上的其他聊天机器人要么在法律科技市场中占据一席之地，要么被收购，要么不复存在，这只是时间问题。

In order for artificial intelligence (AI) to work right within the law and thrive in the face of growing challenges, it needs to integrate an enterprise blockchain system that ensures data input quality and ownership—allowing it to keep data safe while also guaranteeing the immutability of data. Check out CoinGeek’s coverage on this

为了让人工智能 (AI) 在法律范围内正常工作并在面临日益严峻的挑战时蓬勃发展，它需要集成一个企业区块链系统，以确保数据输入质量和所有权，使其能够保证数据安全，同时保证不变性的数据。查看 CoinGeek 对此的报道