Nvidia CEO Jensen Huang appeared to have scored big on Monday when the White House approved sales of his company’s H200 chips to China. But China may prefer Chinese-made chips—or smuggled ones.

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.

The allegations reveal the failure of physical export controls and open a new front in the battle to end black-market chip sales.

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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.

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.

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.