"We don't install secret tracking devices in our products," — NVIDIA responds to a new report suggesting US officials are adding trackers to AI chip shipments

Visitors visit the NVIDIA booth at the 3rd China International Supply Chain Expo in Beijing, China, on July 20, 2025. (Photo by Costfoto/NurPhoto via Getty Images).

NVIDIA, the world's largest supplier of AI accelerators with an estimated 90% market share, has for months been struggling to appease two governments, as China and the US duke it out over AI GPU exports and national security concerns.

At the root of the issue is NVIDIA's H20 AI GPU, a chip that is wildly popular with large Chinese AI firms that are attempting to catch up with the AI dominance so far seen in the US.