AI GPUs

.Nvidia has introduced an optional software suite that lets owners of its AI GPUs verify the physical location of their hardware via a lightweight client agent sending read‑only telemetry. The tool provides a global dashboard showing GPU health, IP addresses and inferred locations, but contains no “kill switch” or remote‑control capability. Developed amid U.S. pressure to embed tracking for export‑control compliance—particularly toward China—the service aims to help customers demonstrate jurisdictional compliance, though it raises privacy and security concerns among enterprise users.

.Moore Threads, a Beijing GPU maker dubbed “China’s Nvidia,” surged over 400 % on its Shanghai IPO, trading at roughly five times the issue price after raising $1.1 billion. The funds will finance new AI‑training and inference chips and expand working capital despite the firm’s current losses and 2023 U.S. sanctions. Its rollout of 7‑nm‑class GPUs, backed by domestic fabs and government subsidies, reflects China’s broader push to replace imported AI chips in a market projected to exceed $150 billion by 2028.