The US government has a new rule. Nvidia can now sell its H200 AI chips to China. This is a big change for AI. It can change how we think about AI companies.
China had trouble buying strong AI chips before. This made AI slow. Chinese companies worked hard. They used smaller computer parts. They did well with good software and data.
The H200 chips are very strong. They are Nvidia's best chips. China can now use these chips. AI work will be faster. It will cost less money. AI competition will be stronger.
Nigel Green said this is important. He is the boss of deVere Group. He said it changes how money people see AI companies. It also changes how fast AI can grow.
This choice will help AI grow faster. AI will spread more easily. It is easier to get the parts needed. People who invest money will think again. They will choose the best AI companies.