A big change is happening in artificial intelligence (AI). The US government has decided to allow Nvidia to sell its advanced H200 AI chips to some companies in China. This is an important decision.
Investors are now looking for real results from AI. They are not just excited about new technology. They want to see that money spent on AI is making good profits. This change could make AI technology spread faster. It also shows that people are moving from hoping for the best to wanting proven money.
These new chips are very important for making smart AI programs. Chinese AI developers are already good. However, these powerful chips will help them build AI much faster. This will also cost them less money. Therefore, they may compete more directly with other AI companies around the world.
Nigel Green, CEO of the devere Group, said this decision changes how investors think about AI. He explained that when there are fewer limits, things happen faster.
Some big tech companies have recently shared their financial news. Companies like Meta and Microsoft have spent a lot of money on AI. This has made some shareholders worried. They want to know if these AI projects are making money now. Tesla's reports also show that profits are not always high.
Before Nvidia shares its earnings report this week, the market is waiting. People want to know about the real money that AI is making. Nvidia is a very important company for AI. Its results will show how investors feel about AI.
As the first excitement about AI slows down, the focus is changing. Companies that are making good money from AI will do well. Companies that only talk about future AI might have problems. AI can still help stocks grow. However, this growth needs to show real profits.