Nvidia - TechWire

Nvidia

        2025.08.01
    
18:28

                            People's Daily Commentary: Nvidia, how can I trust you?
                        
                            According to a commentary on the People's Daily WeChat official account, Nvidia's H20 computing chip has been exposed to serious security issues, and the company was recently summoned by the Cyberspace Administration of China. Some may wonder, how serious are these security issues? Imagine this scenario: a new energy vehicle on a highway suddenly loses power; a patient undergoing remote surgery experiences a black screen; a mobile phone payment function suddenly fails at a supermarket checkout... Once the security risk of chip vulnerabilities and backdoors is triggered, we could face a "nightmare" at any time. Nvidia subsequently responded, "Cybersecurity is of paramount importance to us. Nvidia's chips do not contain 'backdoors' and do not allow anyone to remotely access or control them." However, despite the response, regarding the concerns about the H20 chip's "tracking and location" and "remote shutdown" risks, the company must comply with the summons and provide convincing security demonstrations to allay Chinese users' concerns and regain market trust. For foreign companies to deepen their presence in the Chinese market, respecting Chinese laws and strictly adhering to security red lines is a fundamental prerequisite. Nvidia CEO Jensen Huang once said, "All we need to do is always ensure compliance with the law and do our best to serve our customers in every market." Once we say it, we must keep it. China insists on promoting high-level opening up within the framework of the rule of law, because the rule of law is the best business environment. Whether it is foreign companies or other business entities, only when everyone abides by the rules and treats each other with sincerity can we achieve win-win development.
                        
14:56

                            Innoscience responds to Nvidia partnership: "It's still in the testing phase, no actual orders yet"
                        
                            Innoscience's stock price surged in the afternoon, at one point rising over 60% intraday. Nvidia's official website updated its list of 800V DC power supply architecture partners that day, and Innoscience is the only Chinese chip company selected as a partner. Regarding the details of the partnership, Innoscience told reporters, speaking as an investor, that it has been collaborating with Nvidia for some time, primarily due to its high-power gallium nitride technology. However, the partnership is still in the testing phase, with no substantial orders yet generated. As the company is currently in the process of releasing its semi-annual report, it is unable to comment on the prospects and impact of this collaboration.
                        
12:04

                            Hong Kong Stocks Midday Review: Hang Seng Index closed down 0.18%, while the S&P 500 Index rose 0.13%.
                        
                            At the midday close of Hong Kong stocks, the Hang Seng Index closed down 0.18%, the Tech Index closed up 0.13%, and Innoscience rose more than 30%. On the news front, Nvidia's latest 800V architecture supplier list was exposed, and Innoscience became the only Chinese chip company selected.
                        
11:51

                            Innoscience (02577.HK) rose by more than 6% in the short term, becoming the only chip company selected in Nvidia's latest 800V architecture supplier list.
                        
11:46

                            Nvidia's latest 800V architecture supplier list revealed, with Innoscience becoming the only Chinese chip company selected
                        
                            On August 1st, NVIDIA's official website updated its list of 800V DC power architecture partners. Innoscience is the only Chinese chip company selected as a partner. This marks the official establishment of a deep collaboration between the two companies, which will jointly promote the large-scale application of 800V DC power architecture in AI data centers. This collaboration will increase computing power density per computer room by more than tenfold, helping single-cabinet power density exceed 300kW, and officially ushering global AI data centers into the era of megawatt-level power supply.
                        
07:46

                            Nvidia CEO Jensen Huang sells $40.2 million worth of stock
                        
                            Nvidia President and CEO Jensen Huang reported a series of insider stock trades to the U.S. Securities and Exchange Commission. Nvidia's stock price has risen 13% over the past month.
                        
00:20

                            Nvidia responds to chip "backdoor" issue late at night
                        
                            Late in the evening of July 31st, in response to allegations of serious security issues with Nvidia's computing chips, Nvidia told reporters: "Cybersecurity is of paramount importance to us. NVIDIA's chips do not have 'backdoors' and do not allow anyone to remotely access or control these chips."
                        
        2025.07.31
    
21:33

                            Microsoft's market capitalization exceeds $4 trillion
                        
                            Microsoft rose about 8% in early trading, following Nvidia to become the world's second technology giant with a market value of over $4 trillion.
                        
15:33

                            What impact will the Cyberspace Administration of China's interview with Nvidia have on Sino-US trade? A Ministry of Commerce spokesperson stated: "We currently have no information to share."
                        
15:32

                            What impact will the Cyberspace Administration of China's interview with Nvidia have on Sino-US trade? A Ministry of Commerce spokesperson stated: "We currently have no information to share."
                        
                            On July 31st, the Ministry of Commerce held a regular press conference in Beijing. A media reporter asked, "What impact will the Cyberspace Administration of China's meeting with Nvidia have on Sino-US economic and trade relations?" Ministry of Commerce spokesperson He Yadong responded, "We currently have no information to share regarding your question."
                        
13:02

                            The Cyberspace Administration of China summoned Nvidia regarding the backdoor security risks of its H20 computing chip vulnerabilities.
                        
                            Nvidia's computing chips have been exposed to serious security issues. Previously, US lawmakers called for advanced chips exported from the US to be equipped with tracking and location capabilities. US artificial intelligence experts revealed that Nvidia's computing chips have mature tracking and location and remote shutdown technologies. To safeguard the network and data security of Chinese users, and in accordance with the Cybersecurity Law, the Data Security Law, and the Personal Information Protection Law, the Cyberspace Administration of China summoned Nvidia on July 31, 2025, requesting that the company explain the backdoor security risks associated with vulnerabilities in its H20 computing chips sold to China and submit relevant supporting documentation.
                        
11:58

                            Jin Anguoji: The company's main customers are PCB factories and it does not directly supply to Nvidia.
                        
                            Jinan Guoji stated on the interactive platform that the company's main product, copper clad laminate, is a basic material in the electronics industry. Its main customers are PCB factories, and it currently does not directly supply Nvidia.
                        
04:11

                            US stock market close: three major stock indexes rose and fell
                        
                            The three major U.S. stock indexes closed with mixed gains and losses, with the Dow Jones Industrial Average down 0.38%, the Nasdaq up 0.15%, and the S&P 500 down 0.12%. Nvidia rose more than 2%, and Apple fell more than 1%.
                        
        2025.07.30
    
21:23

                            Morgan Stanley raises Nvidia's price target to $200 from $170
                        
                            Morgan Stanley raised its price target on Nvidia to $200 from $170.
                        
21:23

                            Morgan Stanley: Raised Nvidia (NVDA.O) price target from $170 to $200.

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