Group 1 - The core point of the article is that NVIDIA and AMD have reached an unprecedented agreement with the Trump administration to pay 15% of their chip sales revenue in China to the U.S. government in exchange for export licenses [1] - NVIDIA will pay 15% of its revenue from H20 chip sales in China, while AMD will do the same for its MI308 chip [1] - The U.S. Department of Commerce has begun issuing export licenses to these companies for the Chinese market [1] Group 2 - The arrangement of paying a portion of revenue for export licenses is described as unprecedented, aligning with the Trump administration's approach of requiring specific actions from companies in exchange for benefits [1] - NVIDIA stated that it complies with U.S. government rules and aims to serve as many customers as possible within those regulations [1] - AMD has not yet responded to inquiries regarding the agreement [1] Group 3 - Concerns have been raised about potential backdoor vulnerabilities in the H20 chip, with experts suggesting that features like tracking and remote shutdown could be technically feasible [3][4] - The U.S. government has previously considered implementing backdoors in AI chips, which could lead to relaxed export controls for "low-risk" Chinese customers if companies cooperate [3] - NVIDIA has repeatedly denied the existence of backdoors in its chips, emphasizing the importance of cybersecurity [6]
英伟达同意向美政府上缴H20芯片15%收入,以换取对华出口许可证,外交部回应