Overview

• Nvidia placed a 300,000-unit order with TSMC after Washington reversed its April ban but has yet to secure the required U.S. export licenses.
• China’s Cyberspace Administration summoned Nvidia representatives on July 31 to demand detailed documentation on reported backdoor risks, including tracking and remote-shutdown features.
• Nvidia has denied any built-in backdoors or remote-access controls in its H20 chips, emphasizing its compliance with cybersecurity standards.
• A group of 20 U.S. national security experts has urged the Commerce Department to reinstate the ban on H20 exports, citing concerns over China’s military AI applications.
• In response to ongoing scrutiny, Beijing is accelerating development of domestic AI chips and promoting alternatives such as Huawei’s Ascend series.