Nvidia Launches Chip Tracking Software Amid Export Control Scrutiny
Nvidia's new opt-in telemetry software tracks AI chip locations through IP addresses and timestamps, providing customers with dashboard visibility but explicitly denying remote disable capabilities. The move coincides with U.S. enforcement of semiconductor export controls to China, where $160M in Nvidia chips were recently smuggled.
Oracle's disappointing earnings guidance and capital expenditure plans triggered a 1.3% after-hours drop in Nvidia stock, creating potential volatility for crypto-AI convergence plays like FET, AGIX, and RNDR. The chipmaker's geopolitical compliance measures may indirectly benefit decentralized compute projects such as FIL and AKT.