AI is good for business. But there is a problem. We do not have enough small parts. These parts are called chips.
Chips help AI work. AI needs many chips to learn. Not enough chips stop AI. This is bad for AI growth.
Companies need many chips. Data centers need chips too. There are not enough chips for all. This makes problems for many things. It is bad for cars.
Nvidia sends chips to China. This helps China make AI. But China can now make AI fast. This makes more for AI.
People with money worry. They want to see money from AI. They look for proof AI makes money.
Big companies like Google use AI. Some make money now. Others wait for future money. Investors watch which ones make money.
Cars need chips. Electric cars need chips. Not enough chips mean late cars.
Nvidia will show its results. This shows how chips affect things. It shows if AI will grow.