Nvidia privately told lawmaker chip-tracking tech is feasible despite public pushback
Rep. Bill Foster says Nvidia representatives privately confirmed to him that the company could implement chip-tracking safeguards to combat smuggling, even as the Semiconductor Industry Association, which includes Nvidia, publicly called such tracking mandates in the Chip Security Act 'untested and potentially infeasible.' Nvidia's December 2025 Fleet Intelligence tool, which tracks chip performance and location across data centers, supports the idea that such tracking is technically possible, though Nvidia declined to say whether it could be used to stop smuggling.