Group 1 - The core issue revolves around serious security concerns related to NVIDIA's H20 computing chip, prompting the National Internet Information Office to request explanations and proof from NVIDIA regarding the security risks associated with backdoor vulnerabilities [1] - NVIDIA officially responded on August 6, stating that their chips do not contain backdoors, kill switches, or monitoring software, emphasizing the importance of user consent and awareness in hardware design [4] - The company referenced the historical Clipper chip incident to highlight the dangers of built-in backdoors, which were found to have fundamental flaws that could be exploited, undermining user trust in system security [4] Group 2 - Experts and policymakers have suggested the need for "kill switches" in hardware to mitigate misuse risks, but NVIDIA firmly opposes the implementation of such features, arguing they violate basic cybersecurity principles [4] - The existence of government backdoors is seen as detrimental to user confidence in system security, as it creates single points of failure [4] - NVIDIA's statement aims to reassure stakeholders about the integrity of their products and the company's commitment to cybersecurity [4]

Security Concerns - Concerns raised by CCTV's "Yu Yuan Tan Tian" regarding potential "governance mechanisms" in US-designed chips, including licensing locks, tracking, usage monitoring, and restrictions [1] - CCTV suggests Nvidia's H20 chip, intended for the Chinese market, may not be secure due to these potential mechanisms [1] Nvidia's Response - Nvidia's Chief Security Officer, David Reber, denies the existence or intention to include kill switches or backdoors in Nvidia GPUs [1] - Nvidia argues that such features would create vulnerabilities exploitable by hackers and adversaries, undermining global digital infrastructure and trust in US technology [1] Market Implications - The report suggests a potential consumer choice to avoid Nvidia's H20 chip if it is perceived as environmentally unfriendly, technologically inferior, and insecure [1] - Nvidia emphasizes that current laws require companies to fix vulnerabilities rather than create them [1]

英伟达首席安全官David Reber在官网发文，确认英伟达GPU不存在也不应该设置终止开关和后门。“英伟达设计处理器已有30多年。在芯片中嵌入后门和终止开关无异于给黑客和敌对分子送去大礼。这将破坏全球数字基础设施，并破坏人们对美国技术的信任。现行法律明智地要求企业修复漏洞，而不是制造漏洞。”David Reber引用上世纪90年代克林顿政府时期的Clipper Chip项目（曲别针芯片，通过要求在产品中加入一个小型芯片硬件，在加密系统里形成漏洞，从而保证政府能够解密）的失败案例，并强调硬件的完整性应无党派之分且不容商榷。外汇交易员 (@myfxtrader):国家网信办：近日，英伟达算力芯片被曝出存在严重安全问题。网信办于2025年7月31日约谈了英伟达公司，要求英伟达公司就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。 https://t.co/XKzr6W1Soh ...