The world of AI is changing. The US will let Nvidia send AI chips to China. Investors want to see money from tech companies. This shows a change. People want to know if AI can make money. They also want to see how it changes competition.
For two years, AI helped the stock market. But this is ending. Investors want companies that make money now. They want profits, not just future ideas. Some big tech companies do well with AI. Others do not. Google, Amazon, and Microsoft have different results. Tesla's AI plans are also watched.
The US government said Nvidia can send H200 AI chips to China. This is a big change. It will change how companies compete. Chinese developers used older chips well. With new chips, they can make AI faster. This means more global competition.
Nigel Green said this change matters. He said AI excitement is ending. Investors want strong companies. They ask if companies can grow with AI profits. Everyone waits for Nvidia's next report. It will show how the company is doing. It will also show the AI market. Companies that make money from AI will do best.