美国批准 Nvidia 向办公室空置的 New Matrix 出售 H200 芯片
The US let Nvidia sell chips to an empty office in China
- 1纽约时报调查发现，获批采购 Nvidia H200 芯片的 New Matrix 办公室空置且查无实据
- 2New Matrix 成立仅 17 个月，所有者关联一家 2024 年起被美国列入黑名单的中国私募股权公司
- 3纽约时报称这并非个别疏漏，与国家安全受限实体有关联的公司正系统性获准购买 Nvidia 芯片
- 4特朗普政府在 Nvidia 同意上缴 15% 销售分成后放宽对华芯片限制，拜登时期限制更严格
对华芯片出口的审批与尽调在执行层面失灵，商务部门与 Nvidia 都未尽职，分成机制下放行成为优先事项。
- 影响：依赖审批渠道获取芯片的采购方需重估渠道合规性；与美国黑名单实体有关联的合作伙伴会放大连带风险；管制松紧随政府更迭变化，算力采购规划的不确定性上升。
- 参考：可考虑梳理自有算力供应链中芯片来源的审批主体与最终用户链条；值得评估现有供应商与美中受限名单的关联暴露，并留存股权与尽调记录备查。
- 依据：核心事实来自纽约时报实地调查，The Verge 为转述报道；空置办公室与黑名单关联均有采访查证支撑，商务部与 Nvidia 的回应文中未见。
The government is approving sales of Nvidia’s AI chips to Chinese firms with ties to blacklisted companies.
The government is approving sales of Nvidia’s AI chips to Chinese firms with ties to blacklisted companies.
by Terrence O'Brien
Nov 7, 2026, 3:43 PM UTC
Image: Cath Virginia / The Verge
Terrence O'Brien
is the Verge’s weekend editor. He’s covered the tech industry for over 18 years and knows a thing or two about synths.
Concerns are being raised that neither the Commerce Department nor Nvidia are doing their due diligence when it comes to vetting Chinese firms cleared to handle the company’s H200 AI chips. According to The New York Times, New Matrix is on the list of approved firms, yet its offices are empty, “a hollow gray shell with wires dangling from the ceiling where lights should be.” In fact, the paper could find little evidence that the company exists in any meaningful way:
Only scant information can be found online about New Matrix, which was created 17 months ago. At the building that New Matrix lists as its address, a company directory does not include the firm. At the nearby property management agency for the industrial park, a receptionist and a manager both said they had no record of the company.
What little information can be found about New Matrix is concerning. Its owners have ties to a Chinese private equity firm that has been blacklisted by the US government since 2024. And according to the Times, this is not a rare lapse in oversight, but a troubling pattern of companies connected to entities with national-security-related trade restrictions being approved to purchase Nvidia chips.
Nvidia had been restricted from selling chips to China during the Biden presidency. But the Trump administration relaxed those limits after Nvidia agreed to give the government a 15-percent cut of all sales. The company’s CEO, Jensen Huang, also launched an intense lobbying campaign and was apparently targeted by China’s Ministry of State Security in a spying plot.
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- Terrence O'Brien
来源：The Verge · AI · theverge.com