The United States is now letting some Chinese companies buy advanced Nvidia H200 AI chips. This is a big change in policy. It could greatly affect the global race for technology. It shows a move from hope to a practical look at AI development.
Getting advanced computer chips has been hard for countries wanting to lead in AI. These chips are needed to build and use big AI programs. The US had rules to slow China's progress. However, this new decision shows they understand China's AI skills. Chinese companies have done well with smart methods and lots of data. They can make strong AI tools with less advanced chips. The H200 chip should make AI development faster. It will also lower costs. This will increase competition with top AI companies.
Nigel Green, CEO of deVere Group, spoke about the effects. He said this changes how markets see future AI leaders and value. Green also said the decision changes how fast AI can grow. This matters for investors everywhere.
The AI market is seeing a "global reset." People are now looking for real profits from AI. Markets are changing their views based on company results. Some companies are earning money from AI now. Others are still planning future earnings. Nvidia's next report is important. It will help show the investment future for 2026. It will tell us if AI will grow quickly or more slowly. Technology, politics, and investor views will shape AI's future.