Tariff Notices · Import Enforcement · confirmed
USITC opens Section 337 on rack-scale GPU and DPU systems — NVIDIA, Microsoft, and AWS named
Updated · Impact score 79/100 · Confidence 90%
The USITC instituted Investigation No. 337-TA-1505 on June 9, 2026, targeting rack-scale GPU computing systems and DPU technologies. Texas-based Xockets filed the complaint against NVIDIA, Microsoft, Amazon/AWS, and Annapurna Labs, alleging infringement across five patents.
Why it matters
If the ITC issues a limited exclusion order, companies importing rack-scale GPU systems with programmable hardware acceleration fabrics would be blocked at U.S. ports. Importers relying on AI compute infrastructure should watch the investigation timeline.
What to check next
Identify whether your imported GPU cluster or DPU products fall within the scope — 'rack-scale GPU computing systems with network switches that implement a distributed compute fabric using programmable hardware acceleration.' Monitor the ITC docket at EDIS (Investigation No. 337-TA-1505) for deadlines and respondent lists.
Affected entities
- Global -> US
- AI compute infrastructure
- GPU / DPU hardware
- NVIDIA
- Microsoft
- Amazon Web Services
- Annapurna Labs
- USITC