Dmitri Alperovitch

Dmitri Alperovitch

@dmitri.silverado.org

Geopolitics, Russia, China, Cyber Chairman @silverado.org Author of WorldOnTheBrink.com Host GeopoliticsDecanted.com podcast Founder Alperovitch Institute for Cybersecurity Studies at Johns Hopkins SAIS Co-Founder CrowdStrike @DAlperovitch elsewhere

29.5K followers871 following530 posts

Dmitri Alperovitch reposted

"Right after I conducted a big investigation into Chinese breaches, I coined this phrase. There are two types of companies: those that know that they've been hacked and those that don't yet know" (8:54). Listen to the full conversation with Dmitri Alperovitch on #ShiftingGround.

buff.lyEpisode 5 | Cyber is WarExplore the intersection of cybersecurity and international affairs in our latest episode featuring Dmitri Alperovitch discussing cyber threats.

Dmitri Alperovitch reposted

"They started infiltrating networks that had nothing to steal: water utilities, pipelines, electric utilities. The US intelligence community believes they're preparing to cause immense disruption to our critical infrastructure (13:55). Listen to the full episode on #ShiftingGround.

buff.lyEpisode 5 | Cyber is WarExplore the intersection of cybersecurity and international affairs in our latest episode featuring Dmitri Alperovitch discussing cyber threats.

Dmitri Alperovitch reposted

Really enjoyed this observation from @dmitri.silverado.org in his conversation with Larry Rubin and myself for #ShiftingGround … and its relevance for anticipating the next conflict … #Orbisjournal

"Cyber is a canary in a coal mine, it gives you a sense of adversary intentions. It's the first tool they'll pull out of their toolkit because it's covert, deniable, and perceived to have very little cost to it." (7:05) Listen to the latest episode of #ShiftingGround. #OrbisJournal

Dmitri Alperovitch reposted

"Cyber is a canary in a coal mine, it gives you a sense of adversary intentions. It's the first tool they'll pull out of their toolkit because it's covert, deniable, and perceived to have very little cost to it." (7:05) Listen to the latest episode of #ShiftingGround. #OrbisJournal

buff.lyEpisode 5 | Cyber is WarExplore the intersection of cybersecurity and international affairs in our latest episode featuring Dmitri Alperovitch discussing cyber threats.

Dmitri Alperovitch reposted

Dmitri Alperovitch reposted

Justin Bronk — @justin-br0nk.bsky.social — is a keen observer of military affairs. Talking with @dmitri.silverado.org, he challenges the view that Ukraine’s success with UAVs against Russia is a model for what the US and other western nations should focus on. podcasts.apple.com/us/podcast/g...

podcasts.apple.comWhy Drones Can’t Replace Traditional FirepowerPodcast Episode · Geopolitics Decanted by Silverado · 08/05/2025 · 49m

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

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The key is to keep the implementation as simple as possible (attestation via Intel Trust Authority or mTLS) and not include poison pills like kill switches and geofencing that would make this unworkable and too onerous for end-users and chip designers alike END

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

View full thread

In another scenario, if you have a customer that has purchased tens of thousands of AI chips which are not reporting in every month (accounting for typical chip failure rates, etc), it is also grounds for a BIS investigation of an importer

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

View full thread

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

View full thread

Another way to accomplish this might to be use existing Intel Trust Authority for GPU remote attestation architecture that Intel and Nvidia have partnered on but that creates a requirement to use Intel CPUs, which may not be ideal in every case docs.trustauthority.intel.com/main/article...

docs.trustauthority.intel.comGPU Remote Attestation With Intel® Trust Authority | Intel® Tiber™ Trust AuthorityLearn about the Intel® Trust Authority Python Client, CLI for Intel TDX and NVIDIA GPU, and Intel Trust Authority REST API that support GPU attestation.

Of course, this is not full-proof. Chinese companies can purchase AI chips through shell companies elsewhere, reship the chips to China and then proxy their mTLS connections through VPNs and proxies in countries where the shell companies are based

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

View full thread

The connection can be trivially initiated via a simple script from other parts of the environment where the AI chip is deployed, but just talk to the GPU driver for handshake initiation/client key exchange with the EXPORT_CERT. This minimizes the technical reqs for AI chips

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

View full thread

So if a chip is being sold to a data center in Singapore but the connection originates from an IP address in China (or anywhere else), well, that means you might have a potential transshipment on your hands that warrants BIS investigation

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

View full thread

US exporters would run mTLS webservers with public key versions of the EXPORT_CERTs loaded on them (they would get them from the chip designers) to record the IP addresses and their geolocation from where the connections are originating

The US exporter would then have the country from where the secure mTLS conn is originating from and match it against the customer KYC and export info data that they had been collected during the export process to determine whether country of shipment matches country of use

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

View full thread

New AI chips going forward can incorporate a new certificate with a private key (EXPORT_CERT) in their Secure Enclave (they already have other certs for secure boot/attestation). So this is a very simple task

Foreign end-users (wouldn’t apply to US customers or perhaps to trusted foreign govs) would then be obligated by BIS to use this cert for mTLS (mutual-auth) Client Key Exchange connection generation to the US exporter of the chip on a periodic basis (ex. once a week/month)

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

View full thread

Here is one technical solution for chip location verification that can be easily implemented by AI chip designers, which is not onerous and won’t require GPS receivers or comms functionality inside the chip or significantly restrict its use in air gap environments👇

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

View full thread

CSA won’t solve every problem and it’s not full-proof (evasions can still occur although will be harder to pull off) but it does provide additional resources to identify malign actors that have gone undetected in opaque supply networks

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

View full thread

It is also important that Congress avoid imposing a specific technical approach on the industry (it’s not good at that), nor require geofencing or kill switches built into chips that would turn this into an unworkable solution

The idea behind CSA is not to prevent chips from working in banned locations like China but to simply expose more data to exporters of chips (and ultimately US BIS) on their end-users to enhance investigations of transshipping violators

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

View full thread

By allowing China to procure advanced AI chips, such as those from Nvidia and AMD, we are literally arming our enemy for a potential conflict with us and this has to be addressed with tightening and stricter enforcement of chip export controls

The idea of chip geolocation is not new but various proposals have been plagued over the years with technical challenges, over-engineering complexity, and the perfect approach being the enemy of the “good enough”

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

AI chip diversion to China is a huge problem as it is not only helping CN companies in competition with US firms in the most important industry of the future - AI, but also helps them develop advanced weapons systems that we and our allies would confront in a potential conflict

Dmitri Alperovitch reposted

This is an excellent 0-60mph on Iran's nuclear program, and detailed assessment of the US strikes. And good fun as always with these two despite the unfolding mess.

Dmitri Alperovitch@dmitri.silverado.org

Hot off the press: new Geopolitics Decanted episode with @armscontrolwonk.bsky.social where we dive deep into the details of the damage done to the Iranian nuclear program, prospects for reconstitution, as well as have a lively debate about the merits of this war