tech

The AI arms race has a tracking problem

We live in an age where anything can be tracked. Order a pizza, and you can watch it travel from the kitchen to your doorstep in real time. Hail an Uber, and you know where your driver is at every moment. Yet when it comes to our most strategically important technology, the advanced semiconductors that power frontier AI models, we have no idea where they go.

The AI arms race has a tracking problem

TL;DR

  • Advanced semiconductors are critical for AI development, and their tracking is a national security gap.
  • The Chip Security Act mandates location verification for exported advanced semiconductors.
  • Verification methods can include physical checks and software-based approaches, allowing industry autonomy.
  • Delay-based location verification using signal travel time is a feasible, privacy-preserving technical solution.
  • The act aims to make chip diversion more difficult, expensive, and detectable, enhancing national security.