Nvidia(US:NVDA) Xin Lang Cai Jing·2025-08-22 19:26Group 1 - The core issue revolves around the H20 chip from Nvidia, which has been reported to have security risks, raising concerns about potential backdoors [1][13][18] - The H20 chip is primarily intended for the AI sector, a competitive field between Chinese and American companies, making the timing of the security concerns particularly significant [3][20] - Nvidia's CEO, Jensen Huang, has been attempting to balance cooperation with Chinese companies while navigating U.S. government restrictions on chip exports [9][11][24] Group 2 - The U.S. government has previously imposed various measures to maintain its lead in the semiconductor industry, which complicates Nvidia's efforts to engage with the Chinese market [5][46] - The H20 chip's export to China has faced interruptions, with the U.S. government recently pausing its export without a clear timeline for resumption [11][18] - If the security risks associated with the H20 chip are confirmed, it could lead to a significant shift in trust and procurement decisions among Chinese companies [24][58] Group 3 - The chip is reported to have tracking and remote shutdown capabilities, which could allow for external control over AI technologies developed in China [16][28] - The situation reflects broader geopolitical tensions, with the U.S. potentially using technology as a means to limit China's advancements in AI [30][56] - Historical context is provided by the experiences of other companies, such as Kimpus, which faced similar pressures and interventions from U.S. intelligence agencies [32][40]