Spending on AI has accelerated in recent months, as Wall Street anticipates global expenditures nearing half a trillion dollars by 2026.

Quantum computing could be a $205 billion market within a decade, according to an analyst who recommends IonQ, Rigetti and D-Wave shares for investors willing to look past “lumpy” revenue.

There's still no kill switch, but the optional feature would use GPU telemetry to estimate the location of a graphics card. It would roll out first to Nvidia's Blackwell chips.

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President Trump announced Monday that he will allow California-based Nvidia to sell its advanced H200 computer chips to "approved customers" in China, a boost to the semiconductor giant whose chips are widely used for artificial intelligence.

Andrew Hill Well, it’s a spectacular bit of work — the book. I’ve called it a sort of hardcore business book. Lots of research into Nvidia, the company of the moment and particularly Jensen Huang, the founder and chief executive of Nvidia. Just in your own words, tell us a little bit about the project that you undertook.

Nvidia has built location verification technology that could indicate which country its chips are operating in, the company confirmed on Wednesday, a move that could help prevent its artificial intelligence chips from being smuggled into countries where their export is banned.

The president’s decision to allow exports of the powerful chip comes after meeting last week with the company’s CEO, Jensen Huang.

Beijing is set to limit access to Nvidia’s advanced H200 chips despite Donald Trump’s decision to allow the export of the technology to China as it pushes to achieve self-sufficiency in semiconductor production.

President Trump’s decision to allow Nvidia to sell its chips to China has raised questions about whether he is prioritizing short-term economic gain over long-term American security interests.

Donald Trump’s decision to allow Nvidia Corp. to sell advanced chips to China marks more than just a shift in US tech policy. It also raises questions about how far he’ll go to steady ties with Xi Jinping.

Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech’s spending.