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Nvidia Warns Against Back Doors in Chips (WSJ. 20250806)
Nvidia has again denied that its chips have back doors or kill switches, after China raised concerns about national security. Last week, China's cybersecurity regulator summoned Nvidia to explain the "backdoor security risks" associated with its H-20 chips and asked it to submit relevant documents. This came after some U.S. policymakers in May, called for the advanced chips to be able to detect smuggling or exploitation. On Tuesday, nvidia said there's no such thing as a good secret backdoor and warned against embedding them into its technology. Also, this morning we've got a bunch of tech earnings for you. Shopify's profits surged in the second quarter exceeding expectations and driven by growth across North America, Europe, and Asia. The e-commerce company posted net income of $906 million or 70 cents a share. According to FactSet, analysts were expecting 20 cents a share. Uber also reported better than expected results for the quarter, with revenue up 18% to 12.65 billion and trips also increasing 18%. The ride-sharing company expects gross bookings of up to $49.75 billion in the current quarter. Meanwhile, Disney raised its profit forecast for its streaming and experiences businesses in the current fiscal year. It's a sign that the entertainment giant is gaining momentum in two key areas, as its legacy TV business struggles. In earnings released today, the company said it expected to generate $1.3 billion of operating income from its direct-to-consumer streaming business in the fiscal year. That ends in September, up from a previous forecast of $1 billion. And Siemens Energy expects its fiscal year results to be toward the upper end of its guided range. This comes after the German maker of energy equipment reported its highest ever quarterly order intake of 16.61 billion euros or $19.3 billion. The company said that all of its divisions grew, benefiting from two large offshore orders in the Baltic Sea. And finally, apple may soon announce that it's making an investment in the U.S., According to National Economic Council Director Kevin Hassett in an interview with Fox Business. The iPhone maker didn't immediately respond to a request for comment.
엔비디아가 자사 반도체에는 백도어나 킬 스위치가 없다고 부인함. 지난 주 중국 사이버보안 규제당국은 H-20 반도체에 대한 백도어 리스크 가능성에 대해 해명하라며 관련 자료 제출을 요구함. 지난 5월 미국은 고급 반도체에 밀수나 착취를 탐지하는 기능을 추가하도록 요구했음. 엔비디아는 좋은 백도어란 없으며 기능을 내재화하는 것에 대해 경고했음. 한편 이커머스 기업 Shopify의 2분기 이익이 예상을 상회했고 주가도 상승했음. 차량 공유 기업 Uber의 2분기 매출이 예상을 상회했고, 이용횟수도 증가했고, 이용자지급액은 ~500억 달러를 기록했음. 디즈니가 연간 이익 전망을 상향조정함. 레거시 티비 비즈니스는 고전하는 반면 디즈니 스트리밍과 체험 비즈니스는 이용이 증가하는 중임. 지멘스 에너지가 연간 실적이 가이드를 상회할 것이라고 발표함. 최근 분기별 수주액이 역대 최고치인 ~190억 달러를 기록했으며, 발트해에서 수주한 대규모의 두 건 덕분임. 애플이 미국에 대한 투자 계획을 발표할 예정임