The US government changed a rule. Nvidia can send new AI chips to China. These are H200 AI chips. This is a big change for AI. It will help Chinese AI companies.
Now, Chinese AI makers can get better computers. This was hard before. AI work in China will be faster. Making new AI programs will cost less.
Investors like AI a lot. They want to see AI projects make money. They want good results now.
Good AI chips were hard to get. This made AI slow. Chinese companies used smart software. They used much data. The new H200 chips will help them. They can make big AI models faster.
Nigel Green leads a company. He said this change is important. He said people want to see real AI success. They want stable AI business.
Nvidia's next money report is key. It will show how this change helps. We will see what happens with AI money in 2026. Some big companies may do better. Others might have to answer questions.