片后门的冷思考 这绝不是玩笑，芯片留后门于国家、于百姓有多危险？国产芯片明明性能更好，为什 么"干不过"英伟达？#芯片 #财经 #看懂中国 #经济学知识看世界 #韩秀云 0:00 第1406期：英伟达被约谈，H20芯 ...

没有后门。没有终止开关。也没有监控软件。 现在不存在，并且也不应该存在。 在8月5日的官方博客中，英伟达针对沸沸扬扬的「H20后门」事件，给出了正式回应——「没有后门，并且过去、现在和未来都不会有」。文章署名为英 伟达首席安全官，David Reber Jr. 就在刚刚，英伟达针对性地的回应了！ 硬编码的单点控制，百害而无一利 在处理器的设计上，英伟达有着长达三十多年的经验。 从医疗、金融到科学研究、AI基础设施，无论是CT扫描仪、核磁共振仪、DNA序列分析仪，还是电视广播系统，城市交通管理系统、空中交通雷达追踪 系统，亦或是自动驾驶汽车和游戏主机，英伟达的GPU可谓是无处不在。 因此，英伟达深知，在芯片中嵌入后门和强制终止开关，无异于给黑客和恶意行为者送上一份大礼。 这不仅会破坏全球数字基础设施，还会动摇世界对美国技术的信任。 而且，法律也明确规定，企业有责任修复漏洞，而非制造漏洞。 强大的安全性建立在「纵深防御」的原则之上，即通过部署层层防护，确保任何单点漏洞都无法攻破或关停整个系统。 数十年来，英伟达与美国产业界正是依循此道，在保护用户的同时推动创新、促进经济增长。 如今，也不应背离这一制胜之道。 直到 ...

Group 1 - Nvidia denies the existence of backdoors in its GPUs, stating that there should be no remote disabling features without user consent [2] - Chery's chairman apologizes for past inefficiencies and announces a 30% reduction in meetings and attendees to improve operational efficiency [2] Group 2 - Li Auto announces that the newly launched Li i8 model will be unified to a single version, i8 Max, with a price adjustment from 349,800 yuan to 339,800 yuan, and offers additional benefits [3] - Yushutech unveils a new quadruped robot, Unitree A2, weighing approximately 37 kg with a range of about 20 km [3][4] Group 3 - Hema X member stores will close all locations by August 31, marking the end of this membership-based retail format in China [5] - AMD reports a second-quarter revenue of $7.69 billion, a 32% year-over-year increase, but a 31% decline in adjusted net profit [6] Group 4 - Gree Electric's chairman emphasizes the importance of product quality over low pricing, stating that misleading consumers can damage brand reputation [7] - Taobao is set to launch a new membership system that integrates various Alibaba services, enhancing user engagement and loyalty [8] Group 5 - JD.com plans to open its first large discount supermarket format in August, featuring a large store model with over 5,000 SKUs and competitive pricing [8] - Geely responds to reports of a major integration of its autonomous driving teams, indicating ongoing discussions about the restructuring [9] Group 6 - State Grid reports a record daily electricity load of 1.222 billion kilowatts, driven by high temperatures, and highlights its efforts to enhance cross-regional power transmission capabilities [11]

Core Viewpoint - The article discusses the potential risks associated with foreign chips, particularly the H20 chip promoted by NVIDIA's CEO Jensen Huang, in the context of China's national security concerns and the implications for the domestic chip industry [1][3][5]. Group 1: Risks of Foreign Chips - The Chinese Ministry of National Security warns that foreign chips may contain "backdoors" that can compromise data security and privacy [1][4]. - Three types of backdoors are identified: 1. "Factory-installed malware" that can activate devices remotely [3]. 2. "Maintenance channels turned espionage tools" that can be exploited by hackers [4]. 3. "Supply chain poisoning" where malicious code is introduced during software updates [4]. Group 2: H20 Chip Analysis - The H20 chip, marketed as a solution for China's AI needs, has only 15% of the performance of the H100 chip and does not support training trillion-parameter models [5]. - The U.S. strategy appears to be to sell lower-performance chips to maintain market presence in China while preventing the transfer of core technology [5]. Group 3: Domestic Chip Development - Domestic chips are improving but still lag behind foreign counterparts like the H20 in performance [6]. - Companies like Huawei are innovating with techniques such as "four-chip packaging" to enhance performance while reducing costs [6]. - The article emphasizes the importance of developing a robust domestic ecosystem to compete with established foreign technologies like NVIDIA's CUDA [6][7]. Group 4: Future Strategies - A dual approach is suggested: using domestic chips for sensitive applications while gradually integrating foreign technology where necessary [6]. - Long-term goals include fostering an open-source framework for domestic chips and investing in AI talent to reduce reliance on foreign technology [7].