Nvidia(US:NVDA) Guan Cha Zhe Wang·2025-08-13 13:22Core Viewpoint - The U.S. government has secretly installed trackers in AI chips and other goods being exported to monitor their delivery to restricted destinations, particularly targeting China [1][5]. Group 1: Export Control Measures - The U.S. has been expanding export controls on chips and related equipment to curb China's technological development [1][5]. - The U.S. Department of Commerce's Bureau of Industry and Security is involved in these tracking actions, along with the Department of Homeland Security and the FBI [4]. Group 2: Tracking Implementation - Trackers have been installed in Dell and AMD servers, with some being large enough to resemble a smartphone [2]. - The installation of trackers can occur with or without the knowledge of the companies involved, depending on whether they are under investigation [2][4]. Group 3: Industry Reactions - Dell stated it was unaware of the U.S. government's actions regarding tracker installations in its products [5]. - NVIDIA and AMD have not commented on the matter, while Supermicro declined to disclose details for security reasons [4][5]. Group 4: Broader Implications - The secretive nature of the tracker installations indicates a heightened effort by the U.S. to restrict advanced chip exports to China [5]. - There are proposals in Congress for U.S. chip companies to incorporate location verification technology in their products to prevent unauthorized exports [5].