7月15日，美国商务部长卢特尼克公开表示，英伟达公司向中国出口H20芯片的许可问题，已被纳入中美稀土资源谈判框架。这一表态将尖端半导体技术与战略矿产资源议题直接关联，标志着美国在关键技术管控领域采取新的博弈策略。
值得关注的是，H20芯片作为英伟达专为中国市场定制的计算处理器，其出口许可问题成为两国战略资源谈判的重要筹码。分析人士指出，美方此举或试图通过半导体技术出口杠杆，换取中国在稀土供应链领域的合作承诺。
当前全球90%的稀土精炼产能集中在中国，而高端人工智能芯片领域则由英伟达等美国企业主导。这种相互依存又相互制衡的产业格局，使得芯片与稀土的联动谈判具有特殊战略意义。市场观察家认为，此次表态可能影响英伟达在中国数据中心市场的布局节奏。
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