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英伟达没安好“芯”!
NvidiaNvidia(US:NVDA) 是说芯语·2025-07-22 05:27

Core Viewpoint - The article discusses the implications of the U.S. government's recent decision to allow NVIDIA to sell its H20 AI chips to China, highlighting potential political motives and risks associated with this move [1][2][3]. Group 1: U.S. Government's Decision - The U.S. government lifted the ban on the H20 chip, which was previously imposed in April, citing that Chinese companies like Huawei can now produce comparable chips [2]. - The H20 chip is described as a downgraded version of NVIDIA's high-end chips, with only 15% of the performance of the advanced models, indicating that the U.S. still maintains strict control over superior technology [3]. - The decision to allow H20 sales appears to be a strategy to undermine Chinese competitors by flooding the market with a less capable product [4]. Group 2: Risks of H20 Chip - The introduction of the H20 chip poses significant risks for Chinese companies, particularly regarding the potential for embedded backdoors that could allow U.S. surveillance [5][6]. - The U.S. Congress has proposed the "Chip Security Act," which mandates that all high-performance chips have mechanisms for location verification, raising concerns about privacy and security for Chinese enterprises [5][6]. - There are fears that if many Chinese companies purchase the H20 chip, it could lead to widespread vulnerabilities in China's AI sector, potentially jeopardizing national security [7]. Group 3: Importance of Self-Reliance - The article emphasizes the necessity for China to develop its own core technologies to ensure security and independence from foreign influence [8][10]. - It argues that true progress in AI and technology can only be achieved through self-reliance and collaboration among Chinese entities, rather than dependence on foreign companies like NVIDIA [9][10].