Well, it seems that server manufacturers have started implementing 'backdoor measures' into AI server shipments, which China has caught, raising massive concerns for NVIDIA's future in the region.
The Administration Is Reportedly Using Server Manufacturers To Track End-Users of Equipment Flowing into China
The uncertainty around NVIDIA and China is at its peak now, probably higher than when the export controls initially came in. Beijing has been vocal against backdoors in NVIDIA's AI chips, and despite the GPU manufacturer saying there are no security risks with its chips, it seems like China isn't satisfied, and now we know why. A report on Reuters claims that US authorities have been "secretly" placing location tracking devices into advanced chips, with firms like Dell and Supermicro