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CSET’s Jacob Feldgoise, Kyle Miller, and Hanna Dohmen dove deep into investigating how location verification methods can—and cannot—improve enforcement of export controls on powerful AI chips, culminating in their report.
Nvidia’s chip-smuggling problem won’t go away as arrests continue.
In an accompanying report, we found that two methods are best for verifying the location of AI chips: ping-based location verification (PLV) and physical inspections. This piece compares these two methods through a cost-benefit analysis and shows that PLV is the more cost-effective approach.
One year after CSET first published an analysis of China’s progress in the global semiconductor manufacturing equipment market, we provide a new analysis based on updated 2025 data.
Compute is the lifeblood of AI. He who controls the spice controls the universe the compute will control the production of tokens and reap the benefits of AI. Without compute you do not have a seat at the table.
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