‘No Secret Tracking Devices in Our Products,’ NVIDIA Responds to Report of US Officials Adding Trackers to AI Chip Shipments

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So, NVIDIA’s in a bit of a sticky situation, right? They’re the big fish in the AI accelerator pond—about 90% market share, if you can believe it. And now the U.S. and China are playing a weird game of tug-of-war over their AI GPU exports. It’s messy. Like, really messy.

Anyway, the heart of this drama is NVIDIA’s H20 AI GPU—everyone in China wants a piece. But here’s the kicker: Beijing’s not too thrilled about letting these chips waltz into the country unchecked. Makes you wonder, right? Do they know something we don’t, or is it just a power play?

Oh, and then there was this thing Reuters dropped on us back in August. NVIDIA’s getting defensive, which, honestly, who wouldn’t in their shoes? Apparently, trackers were found in some AI shipments. Now, don’t freak out—NVIDIA’s all, “Hey, not us!” And maybe they’re right. Who knows?

So, here comes the twist: the trackers were found in shipments from Dell and Super Micro, and yeah, they had NVIDIA and AMD chips. But the trackers weren’t for China-bound stuff—more like the kind of shipments you’d keep an extra eyeball on? Makes you go, hmm.

I read somewhere—think it was a Reuters exclusive—that law enforcement’s been doing this for ages. Like, who even thinks to check for hidden stuff in server packaging? Not me. Anyway, Dell’s like “What trackers?” and NVIDIA swears up and down they’re tracker-free. Could be true. Or not.

Trackback a bit, this is all happening while NVIDIA’s trying to push H20 chips into China’s shiny techno markets, right? They’re under a microscope, folks. Like, China says, “Security concerns!” and NVIDIA’s just trying to roll with it—talk about tension, huh?

Now, this H20 GPU—it’s like a step-down version of something fancier, kind of like when you ask for a Coke and they offer you a diet. US banned it for a hot second, claimed it was a security thing, and poof! Billions of potential revenue vanished for NVIDIA. But, then, abracadabra—they worked something out. Politics. Go figure.

Jensen Huang, NVIDIA’s top dog, even tweeted something about a new deal with Trump. Big news, right? So, suddenly, they’re cranking out H20 chips like it’s pancake day. But Beijing’s like, “Whoa, slow down there, champ.” Security’s their buzzword these days, apparently.

And then there’s this scenario where some folks propose kill switches or, I dunno, magical shutdown buttons in the GPUs. NVIDIA went all, “Nope, not happening.”

Lastly, there’s talk—always the chatter—that NVIDIA, amidst all the drama, has to dish out 15% of its China sales dough to Uncle Sam and friends. Definitely a head-scratcher. Like, is this some genius trade deal or just a distraction from other security stuff? No clue.

I guess we’ll wait and see how NVIDIA dances around this whole situation. Bet they’re wishing for a magic wand right about now.