中国突然敦促企业避免使用 H20！英伟达的回应来了

Core Viewpoint - The article discusses the recent agreement between the White House and NVIDIA and AMD, where both companies will pay 15% of their revenue from China in exchange for export licenses for specific chips, namely H20 and MI308. However, there are concerns from Chinese authorities urging local companies to avoid using NVIDIA's H20 chip, particularly for government-related purposes, which could negatively impact NVIDIA's position in the market [3][5][7]. Group 1 - The White House has reached an agreement with NVIDIA and AMD, allowing them to export H20 and MI308 chips to China in exchange for 15% of their related revenue [3]. - Chinese authorities, particularly the East University (东大), have advised local companies to refrain from using NVIDIA's H20 chip, citing it as outdated and potentially unsafe [5][7]. - Concerns have been raised regarding the H20 chip's alleged tracking and remote shutdown capabilities, which NVIDIA has denied [8]. Group 2 - East University has issued strict guidelines for state-owned and private enterprises regarding the use of H20 chips in government and national security applications [7]. - The push for local companies to choose domestic alternatives over H20 chips is part of a broader strategy to reduce reliance on Western products [8]. - Despite initial indications that NVIDIA had sufficient H20 chips to meet demand, reports suggest that some tech companies are planning to reduce their orders following regulatory inquiries [8].