The artificial intelligence (AI) sector is changing. For two years, AI helped stock markets grow a lot. Now, it is a time of adjustment. People want to see real money from AI. Investors and leaders are watching closely. A new rule about AI chips also affects AI development worldwide.
The US government made a decision about AI chips. Nvidia can now send its H200 AI chips to China. This is important because good chips were hard to get before. This made AI grow slower. Chinese companies used smart ideas and data to make progress. Now, with better chips, AI development will be faster and cheaper. This will make competition stronger. The CEO of deVere Group said this changes how fast AI can spread.
Technology companies have different financial results. Companies like Google, Amazon, and Microsoft are seeing this. Investors want to see money from AI now. They are looking at how companies use AI money to make profit. Some companies are already earning money from AI. Others are still waiting for future results. Tesla also invests in AI, but its success depends on car sales.
Automation is also growing in Europe. Many businesses use robots. Large companies with 250+ employees use robots more. About 25% of these companies use robots. Only 12% of medium companies and 5% of small companies do. Some countries use robots more than others. Spain, Denmark, and Finland are leaders. Cyprus, Estonia, and Greece are behind. Robots are used in factories and for tasks like moving goods.
The AI and technology industry is preparing for a "global reset." The next few weeks will be important for the market in 2026. Companies must show how AI can make them more money. Nvidia's next report will be a key sign for the AI economy.