The United States will let some China companies buy H200 AI chips. This is a new rule. It is important for technology.
Chips are needed for AI. China has AI skills. They can make good AI tools. The H200 chips will help AI grow fast. They will also cost less. This means more companies will compete.
Nigel Green talked about this. He said it changes how people see AI leaders. He also said AI can grow faster now. This is good for people who invest money.
The AI market is changing. People want to make money from AI. Some companies make money now. Others plan for the future. Nvidia's next report will be important. It will show what happens in 2026.