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リーディングビュー

Is China Secretly Fueling America's Data Center Rage?

✇Slashdot
著者: BeauHD
alternative_right shares a report from Axios: Roughly 200 accounts from a suspected Chinese bot farm have quietly tried to influence Americans to oppose AI data centers on social media, X said Thursday night. The X Safety team probed suspected Chinese accounts involved in influence operations and identified 200,000 accounts, including 200 accounts "posting in a manner that could manipulate a legitimate debate about American AI and energy policy," the team said in a tweet. The posts included content on how AI strains the electricity grid and increases utility prices and "cartoons that depicted data-center operators enriching themselves at the public's expense." It's unclear what, if any, action X will take to suspend or delete accounts from the bot farm. One of the reports mentioned in the article estimates that opposition campaigns have delayed or obstructed roughly $45.8 billion in data center projects in Virginia alone. Jim Prosser, a former Twitter communications executive, pushed back on Silicon Valley claims that opposition to data centers is a "Chinese psyop," arguing that Big Tech is using the label to dismiss legitimate local concerns. "If you can get both Greg Abbott and Kathy Hochul agreeing on something, it's probably not a Chinese psyop," he told Axios. Prosser said the industry needs to spend more time listening to affected communities rather than dismissing them from afar: "If you're a [venture capitalist] in Atherton or Menlo Park opining about how somebody in Ohio should feel, and you've never been to Ohio, that's a problem."

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China's Moonshot In Talks With Microsoft, Amazon, Google Over K3 Revenue Sharing

✇Slashdot
著者: BeauHD
Longtime Slashdot reader schwit1 shares a report from Reuters: China's Moonshot AI is negotiating revenue-sharing agreements with Microsoft, Amazon, and Alphabet's Google, that would allow the U.S. cloud giants to host its blockbuster Kimi K3 model, three people familiar with the talks said. Any deal could mark the first big revenue-sharing pact between a Chinese AI firm and a major U.S. cloud company. The discussions highlight how China's leading AI models, often far cheaper than Western offerings, are gaining traction in the U.S., despite national security concerns in Washington that have led to bans on exports of AI chips to China. They are also taking place despite critical comments about Moonshot from senior U.S. officials. IPO-bound Moonshot is seeking up to a 30% share of revenue generated from K3-related services on Microsoft's Azure, Amazon Web Services and Google Cloud, according to the sources who declined to be identified because the discussions are private. That would be in line with terms that sources have said the startup has outlined for major customers using the open-weight model. Moonshot has come under fire from U.S. Treasury Secretary Scott Bessent who said last month that he might add it to a trade blacklist. U.S. officials have accused the Beijing-based company of stealing from Anthropic's most sophisticated model, Fable, to help create Kimi K3 and illegally acquiring Nvidia chips.

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Nvidia Senior Manager Linked To Supermicro Scheme Smuggling AI Servers To China

✇Slashdot
著者: BeauHD

🤖 AI Summary

台湾当局对涉嫌非法向中国出口高端AI服务器并伪造文件掩盖违规行为的9人提起诉讼,其中包括一名Nvidia高级经理和两名Supermicro员工。这些人在美国实施出口管制的情况下,试图规避相关法规。

据路透社报道,检察官没有透露姓名,但确认嫌疑人因“信任侵犯和伪造文件”被捕。目前尚有一名与案件有关联者潜逃,涉嫌挪用分销公司资金,协助中国获取受限的Nvidia芯片。

2022年起,美国要求出口半导体到中国需获得许可,目的是通过领先中国在AI竞赛中保护国家安全。Supermicro创始人Wally Liaw因涉嫌自2024年以来向中国非法输送价值约25亿美元的AI服务器被捕后,台湾展开了独立调查以了解详情。

调查显示,共谋者试图伪造文件,使130台B300服务器看似在台湾设施中安装和使用。但实际上74台最终被出口并交付给中国客户,另有56台则因海关检查异常未能交货。据台湾官员称,Nvidia经理与Supermicro员工在不同层面进行勾结以谋取巨额利润,非法出口高端服务器,增加了企业合规成本,并严重损害了国家的国际声誉。

Supermicro对此表示,公司将致力于保护先进技术和知识产权,并将继续与台当局合作,强化安全措施、提升供应链透明度和执行出口管制法律。
An anonymous reader quotes a report from Ars Technica: Taiwan has indicted nine people -- reportedly including an Nvidia senior manager and two Supermicro employees based in the country -- who allegedly helped forge documents to cover up illegal exports of high-end AI servers to China in violation of US export controls. On Monday, Reuters reported that prosecutors in Keelung did not release any names but confirmed that the suspects were "charged with breach of trust and document forgery." One suspect linked to a related case remains at large, accused of the "siphoning of funds from a distributor company involved" in helping China get access to restricted Nvidia chips. Since 2022, the US has required a license to export semiconductors to China, with the intent of protecting national security by staying ahead of China in the AI race. But after the US arrested Supermicro co-founder Wally Liaw in March for allegedly funneling $2.5 billion in restricted AI servers to China since 2024, Taiwan launched a separate probe to learn more about the scheme. Taiwan's investigation found that co-conspirators attempted to falsify documents to make it appear that 130 B300 servers were installed and in use at a Taiwan facility. But 74 of those servers "were ultimately exported and delivered to Chinese customers," Reuters reported, while the rest, 56, were intended to go to China but were blocked once Taiwanese customs officials "detected irregularities." According to Taiwan officials, Nvidia's manager and Supermicro employees "colluded with one another at various levels for enormous profit, illegally exporting high-end servers, increasing corporate compliance costs, and severely damaging our nation's international image." Supermicro said in a statement to PCMag: "Supermicro is committed to protecting our advanced technologies and intellectual property. We are working closely with Taiwanese authorities on recent events, which underscore the importance of continued collaboration across industry and government to strengthen safeguards, enhance supply chain visibility, and facilitate the enforcement of export control laws."

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China Delays Ambitious Chang'e 7 Lunar Mission Until 2027

✇Slashdot
著者: BeauHD

🤖 AI Summary

中国は8月24日の打ち上げを延期し、嫦娥7号月面ミッションを2027年まで延期すると発表しました。この延期は悪天候によるもので、中国の宇宙飛行士団(CMSA)は「絶対的な安全」が求められるためと説明しています。科学アメリカンによると、米国と中国は月面有人帰還を目指している競争にあり、米国は1960年代に実現し他国では未達成のこの目標に向けてそれぞれ努力を続けているのです。

嫦娥7号は Shackleton 峡谷で氷結した水を探すために設計されており、ここは月南極近くの21キロメートル四方の坑です。これはこれまで任何の有人探査機が立ち寄ったことのない地域であり、水を探偵することが長期的な月面居住に不可欠な要素となっています。

Ars Technicaによると、延期の主因は台風ナーラによるもので、海南島と大陸中国を隔てる水路で進む台風ナーラは最大45マイルの風速を持っています。また、次回の打ち上げ窓口が2月や3月になるのは、極地着陸区の日照条件と90日間の月周観測が必要なミッション計画による可能性が高いです。

このミッションは米国と中国が月面基地を建設するために争う重要な地区に焦点を当てているため、どちらの国の先発権が争点となっています。
China has delayed its ambitious Chang'e 7 lunar mission until at least 2027 after scrubbing an August 24 launch. Poor weather conditions were likely a factor, with China's Manned Space Agency (CMSA) saying the decision reflects the need for "absolute safety." Scientific American reports: China and the U.S. are in a race to send humans back to the moon, a feat that that U.S. accomplished in the 1960s and that has never been achieved by any other country. Chang'e 7 is to play to a crucial part in China's ambitions: the probe is designed to search for frozen water in the Shackleton Crater, a pit that spans some 21 kilometers (13 miles) and sits beside the lunar south pole. No spacecraft has ever landed in that region, which scientists consider to be among the likeliest places to find water on the moon. Locating water that can be used by humans is vital to establishing any long-term lunar presence. NASA and China are eyeing the region to establish a crewed base -- and because this real estate is so precious, it matters who gets their first. Ars Technica notes in its reporting that the delayed launch was "most likely" due to Typhoon Narra, "which has 45 mph winds (equivalent to a moderate Tropical Storm) and continues to meander around in the waterway separating Hainan Island, where the spaceport is located, and mainland China." As for why the next launch window won't open until next February or March? "It likely is a combination of factors, including sunlight conditions in polar landing zones as well as the mission plan that requires a 90-day lunar orbit reconnaissance before landing," reports Ars. There's also a possibility, albeit an unlikely one, that "some technical issue was discovered at the last minute with either the complex Chang'e 7 payload, or the rocket."

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China Joins Europe In Scrapping Windows For Linux

✇Slashdot
著者: BeauHD

🤖 AI Summary

中国は欧州に追随し、WindowsをLinuxに切り替える動きが進んでいる。

1. 中国政府の機関が、Windows 10 China Government Editionから中国製のLinux Distributionへと移行 allegedly 指令された。この決定は、アメリカ企業に対する信頼の欠如(特にウイルスソフトやサービス)から来ている。
2. これはデジタル自立性を追求する政策の一環であり、以前から政府系システムで外国技術の代替品として国内開発のオープンソースを使用しようと試みていた。
3. この移行は容易ではなく、機関がWindowsからLinuxへ切り替える際には、アプリケーションテスト、周辺装置とドライバの検証、身元確認システムの統合、文書フォーマット互換性など多くの課題がある。
4. 中国の主要なLinux供給会社であるKylin SoftwareとUnionTech Software Technologyの株価が上昇した。彼らのオペレーティングシステムは既に政府や国有企業向けのデスクトップおよびサーバー替わりとして準備されている。

この変更は、HuaweiのHarmonyOS 2もPCプラットフォームへの展開を目指しているという点でも注目される。しかし、この移行作業は簡単ではなく、中国政府は具体的な実施方法を明らかにしていない。
An anonymous reader quotes a report from ZDNet: According to a Bloomberg report, attributed to China's Ministry of State Security, the country has ordered some government agencies to drop Windows 10 China Government Edition for Chinese-made Linux distributions. Why not Windows 11? Because China, like many other non-US governments, no longer trusts American companies with their software and services. This approach is all about digital sovereignty. In addition, even before the recent trend of governments outside America moving away from Windows, Beijing has started a long-running push to replace foreign technology in sensitive systems with domestic, open-source alternatives. [...] The Chinese government did not specify which Linux versions would replace Windows 10. However, the stock prices of Chinese Linux suppliers, Kylin Software and Tongxin Software Technology (commonly known as UnionTech), immediately jumped. These companies' respective operating systems, Kylin OS (no relation to Ubuntu Kylin) and UnionTech OS (UOS), were already positioned as domestic desktop and server replacements for Windows in government, state-owned enterprise, and critical-infrastructure environments. [...] Huawei's HarmonyOS 2, which began as an Android variant but is now a proprietary mobile and Internet of Things (IoT) operating system, is also being developed into a PC platform. HarmonyOS 2 won't be deployed anytime soon. Kylin and UOS are the only mature desktops that are ready for institutional desktop deployments. [...] ... this transition won't be easy. For agencies now moving off the government Windows build, the issue will be more demanding than simply swapping one desktop interface for another. Migration requires application testing, peripheral and driver validation, identity system integration, document-format compatibility, staff retraining and, in many cases, replacement or adaptation of Windows-dependent line-of-business software. The report provides no details on exactly how this transformation will occur. But the speed of the shift suggests that these issues are already being addressed in China's centralized managed desktop stack.

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China's YouTube Rival Bilibili Is Going Global

✇Slashdot
著者: BeauHD

🤖 AI Summary

タイトル: 中国のYouTuberライバルBilibiliはグローバル展開を加速

要約:
中国版YouTubeとされるBilibiliが国際アプリのリニューアルを実施し、英語版サイト準備中で、米国、ヨーロッパ、日本などの市場への進出を目指している。同社は西側クリエイターを引きつけると共に、グローバルなコミュニティとモデレーションスタッフを雇用し、ブランド連携のためのツールを作成している。

新アプリでは身分証明不要でアカウント作成できるが、中国版プラットフォームでの規制から一歩後退している可能性がある。Bilibiliはインフルエンサー向けに収益化と「ジェネレーションZ」層との接触機会を提供する場所として自身の特徴を強調しており、グローバルユーザー向けのブランド連携マーケットプレースが開発中である。

英語版サイトは近々リリースされる見込みであり、現在中国版ウェブサイトでの投稿方法を示す資料がDiscordチャットで共有されている。

### 主要なポイント:
1. Bilibiliのグローバル展開計画
2. 国際アプリのリニューアルと英語版準備
3. 西側クリエイターへの対策
4. ブランド連携ツールの整備
5. 中国国内規制から一歩後退の可能性
Bilibili, often described as China's answer to YouTube, is relaunching its international app and preparing an English-language site as part of a broader push into the U.S., Europe, Japan, and other markets. The company is courting Western creators like MrBest, hiring community and moderation staff globally, and building tools for brand partnerships. Semafor reports: The revamped international app no longer requires identity verification -- meaning users can sign up without having to provide a passport or ID document, which were long required of overseas users on its main Chinese platform, according to what appears to be a newly created account on X marketing the platform to global creators. "Yes bilibili is going global," the account wrote, adding that content-wise, the US and Chinese sites will be the same. In a document recently shared in a Discord chat for Bilibili creators, the company pitched itself as a place for influencers to make money and connect with "Gen Z Coded, affluent and well-educated" users. A marketplace for international users to connect with brands for sponsored content is "in development," according to the presentation. The deck also showed creators how to post videos on its Chinese website, adding that an English version is "coming soon. We are working hard."

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China-Linked Hackers Used AI To Run First-Ever 'Autonomous' Cyberattack On Taiwan

✇Slashdot
著者: BeauHD

🤖 AI Summary

タイトル:中国関連ハッカーがAIを用いて初めての自主的サイバー攻撃を行ったとされる Taiwanese政府への攻撃

主な内容:
イスラエルのセキュリティ企業Dreamの研究者らは、中国に関連するハッカーたちがAIを使用して初めての端到端の自主的なサイバー攻撃を実行した可能性があると指摘しています。攻撃では少なくとも85人のアカウントが侵害され、2,500以上の人事記録が窃取されました。

この攻撃は7月初旬に4日間続き、最大8つの自主的エージェントが並行して動作したと報告されています。Dreamによると、ハッカーたちは政府システム21系統をスカウトし、ユーザーのアカウントを侵害し人事情報を取り上げました。

攻撃者はさらに台湾の原子力安全関連機関、7つのエネルギー企業、政府サプライヤー、他の政府システムへ活動範囲を拡大しました。

研究者たちは攻撃の証拠として160MBのオンラインアーカイブを見つけ出し、これは2つのオープンソースAIエージェントシステムHermesとOpenClawに基づいていました。これらのツールは容易に入手可能で、多ステップタスクを実行できるように設計されています。

攻撃の最も特筆すべき点は、既存のルートに従う代わりに、状況に応じて攻撃方法を考え出す能力でした。
Researchers at Israeli cybersecurity firm Dream say suspected China-linked hackers used an open-source AI-agent system to conduct what may be the first observed end-to-end autonomous cyberattack against a government. According to the Financial Times (paywalled), the attack compromised at least 85 accounts and resulted in the theft of more than 2,500 personnel records from Taiwanese systems. Tom's Hardware reports: The campaign reportedly ran for four days at the beginning of July and at times deployed as many as eight autonomous agents in parallel. Dream said the system mapped 21 government systems before compromising user accounts and extracting personnel information. The attackers subsequently expanded their activity to Taiwan's nuclear safety agency, at least seven energy companies, government suppliers, and other government systems. Dream says it found the evidence inside a 160-megabyte (160MB) online archive that surfaced during its broader tracking of cyberthreat actors. The archive reportedly held 1,395 files showing that the tool was built on two open-source AI agent systems -- Hermes and OpenClaw -- both of which can be downloaded freely and are designed to let large language models carry out multi-step tasks on their own. Researchers could not determine which underlying model powered the agents, but the data reportedly showed the model's safeguards had been sidestepped by presenting the intrusion as an authorized penetration test rather than a real attack. Of particular concern is that the toolkit for the hack comprised such easily available systems, neither of which was purpose-built for offense. The operators appear to have assembled a capable autonomous tool out of components any developer can pull down and run. What the researchers describe as the tool's most striking feature was its ability to continuously devise attacks on its own, rather than follow a preprogrammed route. The platform continuously assessed available evidence, ranked possible attack paths, and reprioritized them as circumstances changed. When one technique failed, the tool tasked another agent with searching the internet for information and developing an alternative approach.

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Trump Administration Drafting Ban On Chinese Data Center Devices

✇Slashdot
著者: BeauHD

🤖 AI Summary

トランプ政権が中国製データセンタデバイスの輸入禁止措置を草案で作成しているとの報道があります。連邦通信委員会(FCC)がこの措置を推進し、新たな中国製光学受光器の輸入を禁止しようとしています。これらの装置はファイバーオプティックケーブルを通じてデータを高速で伝送します。

米国のテレコム業界を監督するFCCがこの規制を年内に発表予定で、これが実施されます。措置の目的は、中国企業によるデータの不正取得やマルウェアの設置、およびデータセンターでのサービス妨害を防ぐことです。

しかし、FCCは今後の修正や取りやめを行う可能性があります。規制が施行されると、主要な全球販売業者である中技インノライトに打撃を与えます。また、アメリカの大手クラウド企業(例:アマゾンウェブサービス)のコスト上昇も懸念されます。

この規制は実施される可能性があるため、中国軍事関連会社リストに掲載された中技インノライトが注目されています。FCCによる規制はより厳しい行動を示唆する可能性もあります。
Longtime Slashdot reader schwit1 shares a report from Reuters: The Federal Communications Commission, which oversees the U.S. telecom industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect. The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models. The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. [...] A U.S. ban on new models of Chinese data center devices would likely hit China's Zhongji Innolight, one of the biggest global sellers of transceivers, which was added to the Pentagon's list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. A ban could also raise costs for American cloud firms such as Amazon Web Services, as it may force them to transition to other producers such as U.S.-based Coherent and Lumentum.

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Apple's Stock Drops Nearly 10%. How Will It Respond to Memory Shortage?

🤖 AI Summary

APPLEの株価が約10%下落。記憶体不足への対応が注目される。
- Tim CookCEOは、記憶体不足により企業業績に影響を及ぼすと警告。
- インベスティゲーション・インコムアナリストは、iPhoneの利益率が38%から34.5%へ低下すると予想。
- 米議会両院議員は8月21日までに中国供給元からの記憶体使用を拒否するAppleのコミットメントを求めている。
- Appleは、既にMacとiPadの価格を上昇させたが、iPhoneについても価格改定が予想される。
- Tim CookCEOは、記憶体価格の高騰を100年の洪水と説明。
- Appleは今後の quarters でも記憶体コスト増加を見込むが、部分的に非記憶体部品のコスト削減や在庫調整で対応する。

この記事では、Appleの株価が約10%下落したことを受け、記憶体不足による影響とその対策について詳しく説明しています。また、記憶体供給元の問題に関しても触れています。
Apple's stock "fell just shy of 10% on Friday," reports Yahoo Finance, "after CEO Tim Cook warned about the impact of the global memory shortage on the company's business." During Apple's third quarter earnings call, Cook said the company paid significantly more for memory in the quarter and expects that to further increase in the current period. And while Apple is able to offset some of that price jump, it won't be able to tackle it all... The CEO said that iPhone and Mac sales outpaced Apple's own expectations and that a lack of flexibility in the supply chain is making it more difficult to keep up with demand. Yahoo Finance cited an investment analyst who predicts overall gross margins for Apple's iPhone could drop from 38% to 34.5%. But another analyst sees a scenario where Apple "raises iPhone prices, unit growth will slow, and as unit growth slows, so will user growth, which we think ultimately will slow Services growth." (Still, Yahoo Finance predicts Apple's new leasing program "could help address those concerns.") Apple has another controversial option, according to the blog 9to5Mac: Bloomberg reports that US senators from both sides of the aisle are urging Apple CEO Tim Cook to commit by August 21 to not using memory chips from Chinese suppliers CXMT and YMTC.... Apple is not required to obtain U.S. government approval to purchase chips from the companies, but doing so without the administration's support could expose it to significant political ramifications. Which is why, in an interview with The Wall Street Journal ahead of Apple's recent price hikes, Tim Cook said that "everything needs to be on the table," adding that "we should look at all supply...." More recently, the Journal reported that Apple's use of Chinese memory chips could extend beyond China, with the company seeking the administration's blessing to use components from CXMT and YMTC in products sold elsewhere outside the US. The report also detailed Micron's efforts to persuade the administration to reject Apple's request, arguing that allowing Chinese suppliers into Apple's supply chain could undermine domestic memory production... [Bloomberg's reported that U.S. lawmakers warned] other companies could follow Apple's lead, potentially undermining domestic memory production and planned investments in states such as Indiana, Idaho, New York, and Virginia... [T]he senators sought details about any information Apple has shared with CXMT during the component qualification process, noting that the transfer of controlled technical information to advanced chipmaking facilities in China may require a Commerce Department license. The blog MacRumors notes that Apple has already increased prices for Macs and iPads in June because of surging memory prices. Apple CEO Tim Cook said Thursday "we did it because we're in what I would characterize as a 100-year flood on memory pricing with exponential increases in memory prices." Cook did not comment on whether Apple plans to raise iPhone prices when the iPhone 18 Pro models and first foldable launch this September, but multiple analysts believe prices will go up. Cook said Apple is expecting to pay higher memory costs in the September quarter, though Apple will be able to partially offset it with lower costs on some non-memory components and a stockpile of inventory. Sky News points out that "It was Tim Cook's final earnings appearance before his retirement after 15 years at the helm of the company." Apple, which recently topped Nvidia as the most valuable listed company, has been largely spared the volatility in share price seen by chipmakers and big spenders on artificial intelligence. Apple continues to generate cash without the huge investment spending that its Wall St peers are dealing with "and that showed across most parts of the operation," said Thomas Monteiro, an analyst at Investing.com.

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