Nvidia(US:NVDA) 国芯网·2025-12-11 04:49Core Viewpoint - Nvidia has developed a chip location technology that can indicate the country in which its AI chips are operating, primarily aimed at preventing smuggling of chips to countries like China, which are under U.S. export restrictions [3][4]. Group 1: Technology Development - Nvidia has demonstrated a new software option to clients that utilizes its GPU's "confidential computing capabilities" to monitor the health and inventory of AI GPU clusters [3]. - The software is designed to track overall chip performance and estimate the geographical location of the chips based on latency measurements during communication with Nvidia servers [3][4]. - This location feature will initially be available on Nvidia's next-generation Blackwell architecture chips, with plans to explore options for earlier generations [3]. Group 2: Regulatory Context - The development of this technology responds to increasing calls from U.S. lawmakers to prevent the smuggling of AI chips to restricted countries like China [4]. - The U.S. Department of Justice has filed criminal lawsuits against groups allegedly involved in smuggling over $160 million worth of Nvidia chips to China, highlighting the urgency of the situation [4][5]. - Concerns have arisen regarding whether Nvidia's products contain "backdoors" that could allow the U.S. to bypass chip security features, prompting inquiries from Chinese cybersecurity regulators [5]. Group 3: Market Implications - The potential release of this technology could impact Nvidia's market strategy, especially in light of recent statements from former President Trump regarding the export of Nvidia's H200 chips to China [5]. - There is skepticism among experts about whether Chinese companies will be allowed to purchase these chips, despite Nvidia's denial of any backdoor issues in their products [5].