This isn’t covering any supply chain failures (despite what nvidia says, the number of available GPUs remains approximately fixed), it’s just more market segmentation to minimize the secondhand mining GPU market and capture more dollars.
I was also concerned about detection false positives, but as far as I can tell they’re detecting a very specific algorithm that only gets used for ETH mining - there have been no false positives that I can see. Some miners are even working around the limiter by introducing obfuscation operations, but that comes with a hashrate cost of course.