Nvidia’s new software could help trace where its AI chips end up

C

CNBC Finance

Dec 11, 2025

3 min read

Download Gold Price Tracker & Alerts

Get the app to explore more features and stay updated

Key Points
  • Nvidia's new opt-in service will provide geolocation data that could help identify which country certain GPUs are operating.
  • This could potentially aid in enforcing Washington's chip restrictions.
  • However, Nvidia has said that the software does not contain a "kill switch."
Cfoto | Future Publishing | Getty Images

Nvidia is developing software that could provide location data for its AI graphics processing units (GPUs), a move that comes as Washington ramps up efforts to prevent restricted chips from being used in countries like China.

The opt-in service uses a client software agent that Nvidia chip customers can install to monitor the health of their AI GPUs, the company said in a blog post on Wednesday. 

Nvidia also said that customers "will be able to visualize their GPU fleet utilization in a dashboard, globally or by compute zones — groups of nodes enrolled in the same physical or cloud locations."

However, Nvidia told CNBC in a statement that the latest software does not give the company or outside actors the ability to disable its chips.

"There is no kill switch," it added. "For GPU health, there are no features that allow NVIDIA to remotely control or take action on registered systems. It is read-only telemetry sent to NVIDIA."

Telemetry is the automated process of collecting and transmitting data from remote or inaccessible sources to a central location for monitoring, analysis and optimization. The ability to locate a device depends on the type of sensor data collected and transmitted, such as IP-based network information, timestamps, or other system-level signals that can be mapped to physical or cloud locations.

A screenshot of the software posted on Nvidia's blog showed details such as the machine's IP address and location.

A screenshot of the software posted on Nvidia's blog showed details such as the machine's IP address and location.
Nvidia blog screenshot | Opt-In NVIDIA Software Enables Data Center Fleet Management

The features follow calls by lawmakers in Washington for Nvidia to outfit its chips with tracking software that could help enforce export controls. 

Those rules bar Nvidia from selling its more advanced AI chips to companies in China and other prohibited locations without a special license. While Trump has recently said he plans to roll back some of these export restrictions, those on Nvidia's cutting-edge chips will remain in place.  

In May, Senator Tom Cotton and a bipartisan group of eight lawmakers introduced the Chip Security Act, which, if passed, would mandate security mechanisms and location verification in advanced AI chips. 

Pressure on Nvidia has intensified after Justice Department investigations into alleged smuggling rings that moved over $160 million in Nvidia chips to China.

However, Chinese officials have pushed back, warning Nvidia against equipping its chips with "potential backdoors and vulnerabilities." 

Following a national security investigation into some of Nvidia's chips to check for these backdoors, Chinese officials have prevented local tech companies from purchasing products from the American chip designer. 

Despite a green light from U.S. President Donald Trump for Nvidia to ship its previously restricted H200 chips to China, Beijing is reportedly undecided about whether to permit the imports.

Published

December 11, 2025

Thursday at 9:45 AM

Reading Time

3 minutes

~511 words

More Articles

Explore other insights and stories

Dec 15, 2025 Financial Times (FT)

RMP = QE?

Fed bill buying vs Fed bond buying

Read Article
Dec 15, 2025 Financial Times (FT)

Europe faces do or die week on Ukraine and trade ambition

Also in this newsletter: Why complaints about the EU’s methane regulations may be overblown

Read Article
Dec 15, 2025 Financial Times (FT)

FirstFT: Australia pledges to review gun laws

Also in today’s newsletter: Trump’s assault opens rifts in the EU, and a Hong Kong court convicts media mogul Jimmy Lai

Read Article