Heard something wild today – turns out Nvidia's been quietly working on tech that can pinpoint where their chips are actually running. Like, geolocation baked right into the hardware. The idea? Stop their high-end AI chips from ending up in places they're not supposed to be shipped to. Makes sense when you think about how strict export rules have gotten lately. Wonder how accurate this tracking really is, and whether it'll actually slow down the gray market or just drive up prices even more.
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CounterIndicator
· 9h ago
The people in the gray market have long had a way to bypass it, and this trick is estimated to be just to raise the price, and those who really want chips can still get it
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LiquidityHunter
· 9h ago
The gray market spread is about to widen... How accurate is the tracking9? If it can only be located at the national level, it is basically useless, but it creates arbitrage space for the inverted master
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ProposalManiac
· 9h ago
Track chip location? To put it bluntly, it is to make the supply chain more controllable. The question is how well this mechanism is designed - if it is not accurate, it is purely a decoration, and it will leave more arbitrage space for the black market. Historically, restrictive measures have often pushed up prices, and who makes money in the end? Middlemen.
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FOMOSapien
· 9h ago
Will the gray market die, but the price of chips will have to rise to the sky... This move is a bit lethal
Heard something wild today – turns out Nvidia's been quietly working on tech that can pinpoint where their chips are actually running. Like, geolocation baked right into the hardware. The idea? Stop their high-end AI chips from ending up in places they're not supposed to be shipped to. Makes sense when you think about how strict export rules have gotten lately. Wonder how accurate this tracking really is, and whether it'll actually slow down the gray market or just drive up prices even more.