The United States government has changed a policy. This change allows Nvidia to send its advanced H200 AI chips to some companies in China. This is a big change for the world of AI investment. People are now thinking more about making money from AI. They are not just excited about new ideas.
Nvidia will soon share its earnings report. Investors will watch this closely. They want to see if companies are making money from their AI spending. Many tech companies have spent a lot of money on AI. However, they need to show they can earn profits.
For two years, AI has helped the stock market grow a lot. Valuations for tech companies went up very high. This period of excitement might be ending. Nigel Green, a CEO, said people now want companies that are strong. They want companies that can reliably make more money. This is important for big tech companies like Google, Amazon, Meta, Microsoft, and Tesla. They need to make money from their AI investments.
Sending Nvidia's H200 chips to China is important. Before, China had trouble getting good computer hardware for AI. This slowed down their progress. Chinese developers have been creative. They made good AI services with less powerful computers. Now, with better chips, they can develop AI much faster. This could make AI development similar around the world.
This change will affect how people see AI companies. It will change how companies compete. It will also change how much value AI can create. The market is changing now. Companies must show they can make money from AI. Some companies are already doing this. Others are still waiting for future profits.
This policy change is important for everyone. Nigel Green said it changes how fast AI can spread. This is good for investors everywhere. It is not just about chip companies. Hardware limits are going away. AI will spread faster globally. Nvidia's upcoming report will give a clear idea. It will show the direction for AI investment in 2026. Investors want to see real profit growth now.