Money for AI is changing. The US government will let Nvidia sell AI chips to China. Also, people want to make real money from AI. They are more careful now. The next few weeks will tell us about AI money in 2026.
It was hard to get good AI chips before. China made good AI with old chips and smart ideas. Now, with new chips like H200, AI will be faster. This will help China with other big AI companies. This is a big change.
Investors want AI to make good money. They are not so excited now. They look at AI projects more closely. AI helped markets for two years. Now, people want to see good results. Some companies make money from AI. Others wait for money. This worries people.
More AI will be everywhere. This is good. Investors watch companies. They want clear AI plans. They want to see good money results. Companies that make money from AI will do well. Nvidia's next report is important.