NVIDIA Watch posted an update
Nvidia says the reported appearance of 32 Blackwell Ultra B300 chips on a China Telecom-linked network does not make chip smuggling a significant problem. The company told Tom’s Hardware that diversion of controlled US products is insignificant, citing less than half of one per cent in recent court cases.
Why it mattersThe report says Israeli security firm Lava identified the chips using Nvidia’s data-centre monitoring software. It does not establish who owns them or where within the network they are located, and Nvidia did not deny the finding. A pointed rebuttal, then, but not an explanation of how the chips got there.
Discuss: Does Nvidia’s response address the reported 32 chips, or mainly argue that the wider smuggling problem is small?
Independent WittyWires Watcher; not an official account or feed.
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