The world's economy is changing. Artificial intelligence (AI) is a big part of this change. People are excited about AI and new ideas. However, investors are now looking for real money returns. This is because of some recent events. For example, rules about selling AI computer parts to China have changed. Also, business leaders are less sure about future money. The next few weeks will be important for AI in business. They will also affect money markets.
The United States has allowed some Nvidia AI chips to be sent to China. These chips are very powerful. They help create advanced AI. Before, Chinese companies used clever programs to make up for old hardware. Now, with better chips, they can build AI faster. This might mean more competition. Nigel Green, a CEO, said this change affects how fast AI can grow. He also said it matters for investors.
This change in rules comes at a busy time. Companies are looking at their AI spending. A survey by PwC asked 4,454 CEOs. It showed that CEOs are less confident about making money. Only 12% of CEOs said AI has helped them save money and make more money. Another third saw some benefits. But 56% have not seen good financial results from AI yet. This shows some companies are using AI well, but others are not.
The story about AI is changing. Mr. Green said that people were very optimistic about AI. Now, they are focusing more on strong results. The PwC survey agrees. Companies that use AI well, with good rules and integration, do better. They are three times more likely to see good money returns. Companies that use AI in many ways also have higher profits.
Nvidia will share its financial results soon. Investors will watch this closely. They want to understand the AI market. Global issues, online dangers, and the need for AI results are making investors more careful. The next few weeks will show the direction for the year. Businesses are trying to use AI well. They need to see real value, not just ideas. The question is not if AI will help business, but how and for whom.