Nvidia(US:NVDA) Zhi Tong Cai Jing·2025-12-10 08:32Core Viewpoint - Nvidia has developed a location verification technology that can track the actual operating country of its AI chips in real-time, potentially preventing smuggling to countries under export restrictions [1][2] Group 1: Technology Development - The location verification feature has been demonstrated internally and is planned to be offered as a software option for customers [1] - This technology utilizes Nvidia's GPU "confidential computing" capabilities to enable location tracking [1] - The software aims to provide customers with tracking services for the overall computational performance of chips, addressing common monitoring needs during large-scale processor procurement [1] Group 2: Application and Security Features - The location verification function will first be applied to Nvidia's latest Blackwell chips, which have enhanced security features compared to previous Hopper and Ampere series [1] - Nvidia is assessing the feasibility of adapting this technology for older chip models [1] Group 3: Regulatory and Market Implications - If commercialized, this technology would respond to calls from the U.S. government to prevent AI chips from being smuggled to restricted countries, especially following a recent criminal lawsuit against a group accused of smuggling Nvidia chips worth over $160 million [2] - The U.S. demand for chip location verification has raised concerns from Chinese cybersecurity regulators, who have questioned Nvidia about potential "backdoors" in its products [2] - Despite these concerns, Nvidia denies the existence of backdoor vulnerabilities in its chips, asserting that the development of location verification technology does not conflict with product security [2]