שר האוצר בסנט הטיל ספק ביכולת של Nvidia לשלוט לאן הולכים השבבים שלה. אם הייתה מתרחשת ריגול, אמר, לחברה אין בקרות חזקות.

הערכה

Treasury Secretary Bessent is publicly questioning Nvidia's oversight of its chip supply chain, suggesting the company lacks the controls to prevent unauthorized use. The stakes are high: if Nvidia cannot guarantee where its most advanced chips end up, the U.S. government may tighten export restrictions further. Bessent's comments signal internal friction between Treasury and Commerce over how aggressively to block China's access to high-performance chips like Megaspeed. Watch for whether Commerce follows Treasury's push to add Megaspeed to the entity list.