The way money is invested in artificial intelligence (AI) is changing. This is partly because the US government will now allow Nvidia to sell advanced AI chips to some Chinese companies. Also, investors are now more concerned about making real money from AI projects. They are moving from being very excited to being more careful about where they put their money. The next few weeks will be important. They might show us how AI investment will go in 2026.
For a long time, it was hard for countries to get the best AI chips. This slowed down the race for AI power. However, Chinese developers were clever. They built good AI services using smart software and lots of data. They did this even with older chips. Now, with better chips like the H200, it will be faster and cheaper to develop AI. This will help Chinese companies compete with big AI companies around the world. Nigel Green, the CEO of deVere Group, said this change is big. He said it will change how people think about who leads in AI.
At the same time, investors want to see that AI spending is making good money. The excitement of the last two years is fading. People are now looking more closely at AI projects. Mr. Green also said that AI has driven markets for two years. But now, people are focusing more on strong results. Some big tech companies, like Google and Microsoft, are making money from AI. However, others are still waiting for future profits. This makes shareholders worried about spending a lot of money without seeing returns.
This means more AI technology will be available everywhere. This can help markets become more similar. Investors are watching tech companies more closely. They want to see clear plans for AI. They also want proof of good financial results. The market is changing to favor companies that can show real earnings from AI. Nvidia's next report will be important to see these changes.