Industry News
MSN, Zhiye Liu
A seemingly reputable Amazon third-party seller appears to have duped at
least 42 unsuspecting customers into paying $999 for a GeForce RTX 5090
GPU, shipping the buyers fanny packs instead. The scheme appears to
have lured desperate buyers with the promise of the best graphics card
on the market at just 50% of its MSRP, an offer that was,
unsurprisingly, too good to be true.
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Bureau of Industry and Security, Office of Congressional and Public Affairs
WASHINGTON, D.C.
— Today the Department of Commerce’s Bureau of Industry and Security
(BIS) issued a rule revising its licensing policy for semiconductor
exports to China. BIS will now review export license applications for
the Nvidia H200, AMD MI325X, and similar chips on a case-by-case basis
provided certain security requirements are met.
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Tom's Hardware, Luke James
A buyer in Spain has reported receiving a sealed DDR5 memory kit that
contained counterfeit parts, raising fresh concerns about return fraud
affecting high-value PC components sold as new through major online
retailers, as AI-induced supply shortages cause prices to skyrocket.
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Newsweek, Amir Daftari
The United States has brought together a group of allied nations to
launch Pax Silica, a strategic initiative aimed at securing global
supply chains for artificial intelligence, critical minerals and
advanced technologies amid growing competition with China.
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MeriTalk,
One semiconductor project is complete,
and others are making progress – that’s the Government Accountability
Office’s (GAO) Thursday assessment of efforts under the CHIPS Act to
strengthen the domestic semiconductor supply chain. GAO’s report outlined
progress toward key project milestones for the 40 awards made to
semiconductor manufacturers under the CHIPS Act.
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Evertiq, Ewelina Bednarz
Nvidia is piloting a new software feature that can verify the physical location of its AI chips, aiming to make illicit GPU diversion and smuggling significantly harder. The initiative, described in detail by Reuters, uses telemetry already present in data-centre deployments to estimate where a device is operating — without modifying the chip itself or embedding direct GPS-style hardware tracking.
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NBC News, Steve Kopack
President Donald Trump said Monday
that he has informed Chinese President Xi Jinping that "the United
States will allow NVIDIA to ship its H200 products to approved customers
in China." Nvidia's H200 is
a generation behind its latest Blackwell chip, which is considered
among the most advanced and high-powered AI chips available anywhere.
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Institute for Science and International Security, Spencer Faragasso, Mohammadreza Giveh, Aline Spyrka
This case study is an assessment of roughly one month of trade data
scrutinizing Chinese exports to Russia of Tier 1 goods valued at roughly
$40 millions of dollars. Tier 1 goods are the most important items
Russia needs to manufacture and build the precision-guided weapon
systems critical to waging war in Ukraine.
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CNBC, Arjun Kharpal
The cost of your smartphone might rise, analysts are warning, as the AI boom clogs up supply chains and a recent change by Nvidia to its products could make it worse. AI data centers, on which tech giants globally are spending hundreds of billions of dollars,
require chips from suppliers, like Nvidia, which relies on many
different components and companies to create its coveted graphics
processing units.
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U.S. Department of Justice, U.S. Attorney's Office, Middle District of Florida
Tampa, FL — U.S. Attorney Gregory W. Kehoe announces that two U.S.
citizens and two nationals of the People’s Republic of China (PRC)—all
residing in the United States—have been charged with a conspiracy to
illegally export cutting-edge NVIDIA Graphics Processing Units (GPUs),
which have artificial intelligence (AI) applications, to the PRC.
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