黄仁勋对天发誓，央视拆机打脸：信老板嘴硬，还是信央视显微镜？

Core Viewpoint - The article discusses the controversy surrounding NVIDIA's H20 AI chip, which is perceived to potentially contain backdoor features that could compromise security, particularly in the Chinese market. The CEO, Jensen Huang, faces the challenge of proving the chip's safety while navigating complex geopolitical tensions between the U.S. and China [1][4][6]. Group 1: Chip Performance and Market Impact - The H20 chip's performance is only about 20% of NVIDIA's flagship H100, leading to it being referred to as a "crippled version," yet it is still allowed to enter the Chinese market [6][19]. - China contributes significantly to NVIDIA's revenue, accounting for 22% of its global income, which amounts to $17.1 billion, with a growth rate of 66% [6][19]. - Following the controversy, NVIDIA's revenue in China plummeted by 42%, while orders for Huawei's Ascend chips surged by 300% [19]. Group 2: Regulatory and Geopolitical Tensions - The Chinese government raised concerns about the H20 chip potentially having tracking and remote shutdown capabilities, demanding technical proof from NVIDIA within 48 hours [6][11]. - U.S. legislation requires regulated chips to include location verification and remote shutdown features, raising suspicions about the H20 chip's design [9][11]. - Jensen Huang's visit to Washington resulted in a deal where NVIDIA committed to a $50 billion investment in the U.S. in exchange for expedited export approval for the H20 chip [17]. Group 3: Trust and Market Dynamics - Chinese companies, including Baidu and iFlytek, have halted H20 chip purchases and are exploring domestic alternatives, indicating a rapid shift in market dynamics [18][19]. - The share of domestic chips in AI computing procurement is projected to rise from 5% in 2022 to 40% by 2025, while NVIDIA's market share in China is expected to drop from 95% to 50% [21]. - The article emphasizes that trust is the most critical factor in the chip market, suggesting that even high-performance chips cannot restore confidence once it is lost [22].