The US government made a big change. It will let Nvidia sell special AI chips to China. These chips are called H200. This is a very important choice.
People who invest money want to see good results from AI. They want AI to make money. They are not just happy about new technology. They want to see good profits. This change can help AI grow faster. It shows people want real money now.
These new chips help make smart AI programs. Chinese AI builders are already good. The chips will help them build AI faster. This will also save them money. They might compete with other AI companies more.
Nigel Green is the boss of devere Group. He said this choice changes how investors think. He said fewer limits mean things happen faster.
Some big tech companies shared their money news. Meta and Microsoft spent much money on AI. Some people who own shares were worried. They want to know if AI is making money. Tesla's reports also showed small profits.
Nvidia will share its money report soon. The market is waiting. People want to know about real AI money. Nvidia is a key AI company. Its results will show how investors feel.
People are less excited about AI now. Companies making good money from AI will do well. Companies that only talk about future AI may have trouble. AI can help stocks grow. But it must show real profits.