top of page


Nvidia Tightens H200 AI Chip Sales to China
Nvidia has reportedly begun requiring Chinese customers to pay the full amount upfront for its H200 artificial intelligence chips, reflecting heightened uncertainty around regulatory approvals in both China and the United States. According to Reuters, the U.S. chipmaker has implemented unusually strict terms that leave no room for refunds, order cancellations, or configuration changes once a purchase is placed, even though Beijing has not yet formally approved shipments of
Covertly AI
Jan 93 min read


Nvidia Unveils New AI Chip Tracking Software Amid Smuggling Fears
Nvidia is developing new location tracking software for its AI chips at a time when concerns about smuggling and unauthorized use in China are escalating. According to multiple reports, the company has created location verification technology capable of identifying the country where a chip is operating by measuring computing performance and analyzing delays in communication between servers, which can reveal geographic distance. The feature draws on the confidential computin
Covertly AI
Dec 14, 20253 min read


Google’s Gemini 3 Shakes Up the AI Race and Sends Chip Stocks Sliding
Google’s rapid ascent in the AI race is reshaping the dynamics of the tech and semiconductor markets, with its newly released Gemini 3 model emerging as a major catalyst. The model debuted to enthusiastic reviews, including high praise from Salesforce CEO Marc Benioff, who declared he is “not going back” to ChatGPT after trying it out (Investors Business Daily). Google parent Alphabet’s stock has surged accordingly, rising nearly 5 percent on Monday after an 8 percent ral
Covertly AI
Nov 28, 20254 min read
bottom of page
.png)



