The US government is no longer warning, it’s wiring. Reuters confirms federal agencies are embedding tracking devices in AI chip shipments to catch illegal diversions to China.
https://www.reuters.com/technology/us-embeds-trackers-ai-chip-shipments-catch-diversions-china-sources-2025-08-13/
If this is in the news it means the FBI likely already did it and if that’s the case $NVDA but most of all $SMCI are in huge troubles and better they start lawyering up big time 🍿 @kakashiii111 https://t.co/KLznnUnWFz pic.twitter.com/EbWIZwDBH4
— JustDario 🏊♂️ (@DarioCpx) August 13, 2025
The targets are Dell and Super Micro servers loaded with Nvidia and AMD chips. Trackers are buried in the packaging, sometimes inside the machines themselves.
https://www.datacenterdynamics.com/en/news/us-authorities-tracking-ai-chip-shipments-to-stop-them-being-diverted-to-china-report/
Commerce, FBI, Homeland Security—this is not a pilot. It is live.
https://www.bloomberg.com/news/articles/2025-08-13/us-embeds-trackers-in-ai-chip-shipments-to-detect-diversions-to-china
Super Micro faces massive exposure. China demand built its hyperscale margins. Now those shipments are flagged.
https://www.marketwatch.com/story/super-micro-shares-drop-on-report-of-us-tracking-devices-in-shipments-to-china-271f2b0e
No one is naming the flagged orders. No one is modeling the legal fallout. No one is explaining how surveillance operations became standard procedure.
The input echo is loud. If it is in the news, it already happened. If it already happened, subpoenas are next.
The shipments are live. The trackers are buried. The floor just gave out.