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FT商学院

China has its own concerns about Nvidia H20 chips
中国对英伟达H20芯片不放心的背后

Beijing’s investigation is a reminder that Trump isn’t the only leader with a habit for capricious decision making
米勒:当今近乎所有复杂设备都能将性能数据传回中央服务器。这是科技行业承诺的生产率提升的关键。问题是还有谁可以访问这些数据。

The writer is the author of ‘Chip War’

本文作者著有《芯片战争》(Chip War)

Shortly after US President Donald Trump changed his mind last month and decided that there was, in fact, no security risk in allowing Chinese customers to buy Nvidia’s advanced H20 artificial intelligence chips, Beijing appeared to hesitate. Trump’s reversal looked like a straightforward win for China. Yet Beijing ordered its regulators to investigate whether Nvidia’s chips have “loopholes and back doors”.

上月,美国总统唐纳德•特朗普(Donald Trump)改变主意,认定允许中国客户购买英伟达(Nvidia)先进的H20人工智能(AI)芯片实际上没什么安全风险。不久之后,北京方面似乎开始犹豫。特朗普的转变看起来像是中国在这件事上大获全胜。然而,北京方面下令监管机构调查英伟达的芯片是否存在“漏洞和后门”。

Now that Nvidia has agreed to pay 15 per cent of its Chinese H20 chip sale revenues to the US government, it can restart sales — but first it must convince Beijing that its chips do not pose a security risk.

既然英伟达已同意将H20芯片在华销售收入的15%上缴美国政府,它可以重启对华销售——但首先它必须让北京方面相信其芯片不会构成安全风险。

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