Politico：OpenAI 对芯片出口管制立场转向沉默
OpenAI 从要求收紧对华芯片管制到突然闭嘴，因为 Nvidia 既是它的供应商又是金主，这条利益链讲得很清楚。
Politico 报道，OpenAI 在 2025 年 3 月曾要求白宫对中国实施严格芯片出口管制并扩大受限芯片清单，如今国会准备出台新限制时却保持沉默。Nvidia 一边游说反对限制，一边是 OpenAI 的芯片供应商、300 亿美元股权投资方，并为 OpenAI 在俄亥俄州数据中心第一阶段提供最高 1050 亿美元担保。Anthropic 立场相反，支持多项芯片法案，并因贸易协会推动改写这些法案而在 9 月退出该协会。
Politico: OpenAI has gone from asking the White House in March 2025 to keep China under strict export controls and widen the list of restricted chips to staying silent as Congress prepares new limits.
Nvidia, which is lobbying against the restrictions, is also OpenAI’s chip supplier, a $30B equity investor, and the guarantor of up to $105B for the first phase of an Ohio data center OpenAI will lease.
Anthropic has taken the opposite position, backing several of the chip bills and leaving a major tech trade association in September over its push to reshape them.
