The AI world is changing. The government said Nvidia can send its H200 AI chips. These chips will go to some companies in China. This will help AI grow faster everywhere. Investors are also more careful now. They want to see real money, not just ideas.
For two years, AI helped markets. People were happy. But now, things are different. Investors think more about real profits. Some big tech companies make money from AI. Others wait for future money.
Nvidia's H200 chips are important. Before, there were rules. Chinese AI makers are creative. They made good software. Now, with H200 chips, China may make AI faster. This helps them be like other AI companies. Nigel Green said, "This changes AI growth speed."
This news comes before Nvidia's report. It will show AI's money impact. Some companies focus on AI money now. Others use AI for future plans. The market needs proof of AI's value.
These events will change how markets see AI leaders. Competition is changing. Investors look for long-term value. Companies must show they make money. This will shape plans for a long time.