Edward Kiledjian's Threat Intel

China Accuses Nvidia of Backdoor in H20 AI Chip Amid Renewed US Export Tensions

China’s Cyberspace Administration has accused Nvidia of embedding a backdoor in its H20 chip, a model designed specifically for the Chinese market under US export restrictions. According to Beijing, US experts alleged that the chip allows location tracking and remote shutdown capabilities. The regulator has summoned Nvidia to provide technical documentation addressing the concerns, just weeks after Washington lifted a ban on H20 sales. This development threatens Nvidia’s efforts to revive its China business, which included CEO Jensen Huang’s recent trip to Beijing to reassure customers and introduce a Blackwell-based GPU compliant with US controls.

Experts remain divided on the validity of the claims. Paul Triolo of DGA-Albright Stonebridge Group expressed skepticism, noting a lack of evidence presented by China. Meanwhile, US lawmakers are pushing for mandatory location tracking in export-controlled chips, citing national security concerns. In response, Beijing has encouraged domestic tech giants such as Huawei, Biren, and Cambricon to accelerate their adoption of homegrown AI chips. With both Washington and Beijing under pressure, the future of Nvidia’s H20 shipments remains uncertain, adding tension to an already fragile US-China technology relationship.

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