The United States is changing rules for selling chips. This will help China use new AI technology. Some people in Wall Street feel worried.
The US will let Nvidia sell H200 AI chips to China. This is a new rule. Before, there were limits.
Oracle's stock price went down. This is because their sales were not as high as people thought. These things make people talk about the AI market.
Nvidia can now sell its best chips. The H200 chip helps build smart AI. Chinese companies can now use these chips. This is a big change for AI growth.
Oracle's money report was not good. They made less money than analysts thought. Their sales grew, but not enough. Investors sold their Oracle shares.
Oracle's stock fell because of this news. People think expectations for AI companies are too high.
Oracle will try to change. They want to buy chips from many places. They need to help their customers. AI technology will change fast.
These events show the AI world is complex. New rules will help AI grow. Oracle's stock drop shows investors want real money. This might mean more checks on companies. The future of AI needs good technology and smart plans.