公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 综合自 tomshardware 。 此前一位美国国会议员宣布了一项法案，要求高性能人工智能处理器生产商对其产品进行地理追踪， 以限制中国等未经授权的外国行为者对其产品的使用。阿肯色州参议员汤姆·科顿（Tom Cotton）随 后在本周晚些时候提出了一项立法措施。该法案涵盖的硬件远不止人工智能处理器，并将赋予商务部 长核实硬件位置的权力，并对商业公司实施强制性的位置管控。更复杂的是，高性能显卡也必须具备 地理追踪功能。 如果该法案获得立法者支持，将授权商务部和国防部联合进行一项为期一年的研究，以确定未来可能 采取的额外保护措施。除初步研究外，这两个部门还必须在法案颁布后连续三年进行年度评估。这些 评估必须评估适用于出口管制产品的最新安全技术进展。基于这些评估，两部门可以决定是否应实施 新的要求。 https://www.tomshardware.com/pc-components/gpus/u-s-inks-bill-to-force-geo-tracking-tech-for-gpus-and-servers-high-end-gaming-gpu ...

Core Viewpoint - A new bill proposed by Senator Tom Cotton aims to implement "geolocation tracking" features in high-end GPUs from companies like Nvidia and AMD to prevent these technologies from falling into the hands of competing nations [1][3]. Group 1: Bill Details - The bill targets not only AI chips but also high-performance gaming graphics cards [3]. - If passed, the measures will take effect six months after the bill's approval [3]. - Manufacturers of high-performance AI processors and graphics cards, such as Nvidia, Intel, and AMD, will be required to embed geolocation technology in their products to monitor the physical location of the hardware [5][10]. Group 2: Technical and Compliance Challenges - The implementation of geolocation tracking technology is not straightforward, especially for already designed high-end processors and graphics cards [12]. - Companies like Nvidia and AMD will face increased R&D costs and time due to the need to adjust production processes to incorporate tracking mechanisms [12][14]. - Exporting chip manufacturers will bear additional responsibilities, including tracking the location and usage of their products post-sale and reporting any unauthorized transfers [14]. Group 3: Impact on the Industry - Since 2022, the U.S. government has imposed strict export controls on advanced chips, particularly targeting AI and high-performance computing sectors [15]. - The recent export controls have significantly impacted companies, with AMD estimated to lose around $800 million in potential revenue and Nvidia facing losses of up to $5.5 billion [15]. - The bill also sets the stage for future regulatory upgrades, requiring annual assessments and potential new requirements based on technological advancements [18].

Core 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].