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

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

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.

By Stephen Nellis and Michael Martina SAN FRANCISCO, Dec 10 (Reuters) - Nvidia has built location verification technology that could indicate which country its chips are operating in, the company confirmed on Wednesday,

CNBC's Deirdre Bosa takes a closer look at what Nvidia could mean for China’s biggest tech players.

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.