# FT 报道中国审查国资数据中心对 Broadcom 交换机的依赖

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-09-23 13:26
- AIHOT 分数：63
- AIHOT 链接：https://aihot.news/items/cmudocbpp0ie6roggg2wo1ed6
- 原文链接：https://x.com/rohanpaul_ai/status/2102630585269456908

## AI 摘要

FT 报道称中国正考虑对 Broadcom 交换机采取限制措施，这类交换机在国资背景数据中心部署中占比可能高达 90%。国务院国资委近几周调查了国有控制数据中心对 Broadcom 的使用情况，审查针对 AI 基础设施中在训练和推理期间加速器之间传输数据的高速交换机，背景是推动国产厂商发展、降低对外国 AI 基础设施的依赖。

## 正文

FT: So much focus in China on hardware independence. Now its weighing curbs on Broadcom switches that may account for up to 90% of state-backed data-centre deployments.

China’s State-owned Assets Supervision and Administration Commission has spent recent weeks surveying Broadcom use across state-controlled data centres.

The review targets a crucial layer of AI infrastructure: high-speed switches that move data between accelerators during training and inference.