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].

申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 新智元报道 编辑：桃子 【新智元导读】 小心，5090要装定位了？美参议员12页法案，强制要求英伟达、AMD高端GPU 和AI芯片植入「地理追踪」功能。法案若通过，6个月后生效。 最近，美参议员Tom Cotton提出了一项新法案—— 要为英伟达、AMD等高端GPU装上「地理追踪」功能，防止落入竞争国家手中。 此举，不仅针对的是AI芯片，还涵盖了高性能游戏显卡等硬件。 若是法案通过，这些措施将在6个月后生效。 高端GPU植入定位 根据法案内容，一些生产高性能AI处理器和显卡的厂商，比如英伟达、英特尔、AMD，必须在产品 中嵌入「地理追踪」技术。 这么做的目的不言而喻，实时监控硬件的物理位置。 文件地址：https://www.cotton.senate.gov/imo/media/doc/chips.pdf 尽管「地理追踪」技术尚未广泛使用，但实际上验证芯片位置的技术已经存在。 路透称，出于安全目的，谷歌在其内部AI芯片以及数据中心芯片中，植入了定位功能。 方案的出口管制分类号（ECCNs），覆盖了3A090、4A090、4A003.z、3A001.z ...