是说芯语·2025-05-15 07:20Core Viewpoint - The article discusses a new bill proposed by U.S. Senator Tom Cotton that mandates the integration of "geolocation tracking" technology in high-end GPUs and AI chips produced by companies like NVIDIA and AMD to prevent unauthorized access by foreign entities [2][4][7]. Group 1: Bill Details - The bill targets high-performance AI processors and gaming graphics cards, requiring manufacturers to embed geolocation technology in their products [4][7]. - If passed, the measures will take effect six months after the bill's approval [5]. - The primary goal of the bill is to ensure that strategic hardware is not used by unauthorized foreign entities [14]. Group 2: Implications for Manufacturers - The requirement to add geolocation tracking poses significant challenges for chip manufacturers, as it necessitates adjustments to existing designs and production processes, potentially increasing R&D costs and time [15][16]. - Manufacturers will be responsible for continuously tracking the location and usage of their products after export, with obligations to report any unauthorized transfers or tampering [19][21]. - NVIDIA has publicly stated its inability to track hardware post-sale, highlighting concerns about the feasibility of the new requirements [22]. Group 3: Regulatory Landscape - The bill sets the stage for future regulatory upgrades, including annual assessments and joint research by the Department of Commerce and the Department of Defense to explore additional protective measures [28][29]. - The evaluations will assess the latest security technology advancements applicable to export-controlled products, potentially leading to new requirements [30][31]. - The bill emphasizes the need to protect sensitive business secrets and intellectual property during the development and deployment of these technologies [32][33]. Group 4: Economic Impact - The recent export controls have already significantly impacted companies like AMD and NVIDIA, with AMD estimated to lose around $800 million in potential revenue and NVIDIA facing losses of up to $5.5 billion due to stringent restrictions on advanced chips [25].