CSET Report: AI Chip Smuggling Undermines Export Controls, Can Location Verification Help?
chrisrohlf · x · 2026-09-30
Georgetown's CSET released a new report, Tracking AI Chips, assessing whether location verification can strengthen enforcement of AI chip export controls.
- The report confirms AI chips are being diverted to unauthorized countries including China, with large-scale smuggling undermining US export controls, though exact volumes remain unknown.
- It finds location verification is technically feasible but non-trivially costly, and could generate investigative leads and raise costs for smugglers.
- However, the report stresses significant shortcomings that limit effectiveness and net value, arguing these have received insufficient attention from policymakers.
- It details the costs, implementation requirements, and policy design tradeoffs of various verification approaches.
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