Nvidia(US:NVDA) Xin Lang Cai Jing·2025-08-11 15:22Core Viewpoint - The article discusses concerns regarding potential "backdoors" in NVIDIA's H20 chip, highlighting U.S. government strategies to implement tracking and control features in AI chips, which could affect export regulations to China [1][6][9]. Group 1: U.S. Government's Strategy - Experts indicate that features such as "tracking" and "remote shutdown" can technically be implemented in chips [1]. - The U.S. government has considered a systematic approach to embedding "backdoors" in AI chips, suggesting that companies cooperating with the government could be exempt from export controls [1][6]. - The allowance for NVIDIA to export H20 chips to China raises concerns about the implications of these backdoor strategies [1]. Group 2: Features of the H20 Chip - The potential features designed by the U.S. include: 1. License Locking: Immediate cessation of new license issuance if violations are detected, rendering the chip inoperable [5]. 2. Tracking and Positioning: The chip can interact with multiple landmark servers to determine its approximate location [5]. 3. Usage Monitoring: Built-in hardware can record key information about chip usage, ensuring compliance with U.S. regulations [5]. 4. Usage Restrictions: Governance mechanisms limit the chip's use in sensitive computing environments [5]. Group 3: NVIDIA's Response - NVIDIA has repeatedly stated that network security is crucial and that its chips do not contain "backdoors" [6][9]. - The company has made similar statements three times since being questioned by the National Internet Information Office regarding the H20 chip's security risks [9]. - The National Internet Information Office has requested NVIDIA to provide further proof regarding the absence of backdoors in their chips [9].