H20被曝存漏洞后门安全风险，英伟达被国家网信办约谈

Core Insights - The National Internet Information Office of China has raised concerns regarding serious security issues with NVIDIA's H20 computing chip, following calls from U.S. lawmakers for advanced chips exported to be equipped with "tracking" features [1][2] - NVIDIA's CEO Jensen Huang recently visited China and indicated that the H20 chip would resume sales in the Chinese market, although there are still uncertainties regarding order approvals and supply chain timelines [1][2] Group 1 - The National Internet Information Office of China has requested NVIDIA to explain the security risks associated with the H20 chip and submit relevant documentation [1] - As of July 30, NVIDIA's stock price reached $179.27 per share, with a total market capitalization of $4.37 trillion, making it the first company to surpass a $4 trillion market cap [2] - The uncertainty surrounding the H20 chip's sales in China has increased following the recent discussions about its security vulnerabilities [2] Group 2 - The supply chain cycle for NVIDIA's AI supercomputing products is approximately nine months, indicating that the recovery of the H20 supply chain will take time [1] - There have been no orders for the H20 chip yet, as the necessary approvals are still in the process [1]