英伟达被约谈，这事可能比大家想的更严重

Core Viewpoint - Nvidia is facing significant challenges in the Chinese market due to security concerns related to its H20 graphics cards, which have been flagged for potential backdoor risks by U.S. authorities [1][4]. Group 1: Legislative Actions and Implications - U.S. lawmakers are advocating for advanced chips to be equipped with tracking capabilities, which has been incorporated into the proposed Chip Security Act [6][11]. - The Chip Security Act aims to implement location verification technology in chips to prevent them from being smuggled into restricted areas, particularly China [11][13]. - The act requires manufacturers to provide evidence of the chips' location and allows for remote disabling if they are found in prohibited regions [11][13]. Group 2: Impact on Nvidia - Nvidia's CEO, Jensen Huang, is reportedly frustrated with the U.S. government's actions, which complicate the company's efforts to sell its H20 graphics cards in China [4][32]. - The implementation of the Chip Security Act could impose additional operational costs on Nvidia, estimated at around $1 million for software updates and between $2.5 million to $12.5 million annually for establishing a network of trusted landmark servers [30][31]. - The situation presents Nvidia as a victim of U.S. government policies rather than a perpetrator of wrongdoing, complicating its business prospects in China [32]. Group 3: Technological Aspects - The proposed location verification technology is based on a mature, hard-to-crack method known as Ping-based positioning, which could be implemented in existing AI chips [21][26]. - This technology allows for the calculation of distances between devices and servers, enabling location tracking without the need for GPS [24][26]. - The requirement for AI chips to send verification information to landmark servers could render them unusable if disconnected from the internet, raising concerns about operational feasibility [26][30]. Group 4: Industry Response and Future Outlook - The article suggests that the ongoing developments highlight the need for domestic innovation in chip technology, with companies like Huawei making strides in this area [34]. - The potential for the Chip Security Act to become ineffective hinges on the advancement of domestic alternatives, which could mitigate reliance on U.S. technology [34].