Nvidia claque la porte aux allégations chinoises sur des mécanismes cachés dans ses puces H20

Nvidia riposte face aux accusations chinoises. Le géant des GPU nie farouchement l’existence de portes dérobées dans ses puces H20. Une bataille techno-diplomatique qui fait rage.

Derrière les circuits imprimés, la guerre froide des semi-conducteurs. Pékin craint des failles de sécurité, Nvidia brandit son intégrité. Qui dit vrai ? Les investisseurs, eux, regardent le cours de l’action – quand la géopolitique s’en mêle, le marché a toujours un coup d’avance.

Tech ou bluff ? Les H20 dans le collimateur. Entre paranoïa légitime et protectionnisme déguisé, le débat sur la souveraineté numérique s’envenime. Nvidia joue son crédit, la Chine son autonomie. Et pendant ce temps, les mineurs de cryptos s’en fichent – ils ont déjà passé commande.

US plan to track foreign visitors alarms other nations

China’s worries deepened last month when news reports said the United States considered adding location-tracking or verification capabilities to semiconductors sold to other countries. It has been floated both in the White House and by lawmakers to boost national security and keep an eye on how chips are used beyond its borders.

No legislation has been passed, but the idea has been thrown by foreign governments, particularly China, which views such things as potential surveillance tools.

Chinese officials are concerned these capabilities would enable US agencies to listen in on, or even sabotage, Chinese networks. The concerns have been focused on privacy and national security, since businesses, military applications, universities, and AI research labs throughout China employ Nvidia’s chips.

China has a history of testing technology brought in from the United States on security grounds. In 2023, for example, the government reportedly ordered critical infrastructure operators not to buy American memory chips from US-based Micron for national security reasons.

Nvidia weighs goals against geopolitics

The race between the United States and China to create the world’s first global computing network has intensified. And Nvidia is a big loser. Due to rules imposed by the US Department of Commerce, the company’s flagship H20 AI chip had been prohibited from being sold in China earlier this year.

The restrictions were much broader as part of a continuing effort to restrict China’s access to advanced technologies that the administration considers necessary for its military and surveillance systems.

The limitations were a major blow to Nvidia’s earnings and cost it billions of dollars in potential sales. However, that changed suddenly earlier this month, when the US lifted a year-old ban after a private meeting between President Donald trump and Nvidia CEO Jensen Huang.

The reversal was part of a broader mineral deal in which China agreed to ease its export restrictions on rare earth elements — materials crucial to semiconductor and electric vehicle manufacturing.

That settlement permitted Nvidia to ship the H20 chip to Chinese buyers again, a development that investors and industry participants hailed. China is a major market for Nvidia, and demand for AI chips has soared as the country has grown quickly in tech.

Despite the policy shift, the company continues under pressure to satisfy compliance requirements from both governments. Nvidia has to convince American officials and Chinese regulators that its chips won’t serve adversarial nations and assure China that the same chips aren’t Trojan horses for surveillance.

Still, Nvidia’s leadership has aligned itself with US ambitions to dominate the AI race. In an interview last week, the company’s CEO lauded the Trump administration’s AI roadmap, channeling a report that could accelerate technological progress and consolidate America’s tech leadership on the global stage.

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