The United States government has made a change. Nvidia can now send its advanced H200 AI chips to some Chinese companies. This is a big change for artificial intelligence. It will affect how companies invest money. It will also change how industries make money in the future.
More powerful AI computers will be available to Chinese developers. This was a big problem before. Now, AI development should become much faster. It will also cost less to make new AI programs.
This change comes at an important time. Investors were very excited about AI for a long time. Now, they want to see real results. They want to know that AI projects are making money. The focus is on strong results, not just future ideas.
For a long time, getting good AI computer chips was hard. This slowed down AI progress worldwide. Chinese companies have been smart. They used clever software and lots of data. The new H200 chips will help them. They can create bigger AI models faster and cheaper.
This policy change has large effects. Nigel Green, CEO of deVere Group, said it changes how we think about AI competition. He also said that the time of just being excited is ending. Investors now want to see stability. This is true for US stock markets and markets like Japan's Nikkei.
Nvidia's next financial report will be important. It will show the first effects of these changes. The next few weeks will show what to expect for AI investments in 2026. Companies like Alphabet and Amazon might get stronger. However, companies like Meta and Microsoft might face more questions from investors. They will need to show how their AI spending is making money.