The world of artificial intelligence is changing. Companies can now send advanced AI chips to China more easily. At the same time, investors are not just excited about AI anymore. They want to see real money being made.
Nvidia can now sell its H200 AI chips to approved Chinese companies. This is a big change. It will affect how advanced AI is used around the world. It will also change the companies that make computer parts and the way AI is developed and invested in.
This is happening at an important time for technology. AI has been very important for markets for two years. However, people are now looking for businesses to be strong and make money. Nigel Green, CEO of deVere Group, said, "AI has powered markets for two years, but unchecked optimism is now yielding to a greater emphasis on resilience."
Investors are looking closely at their AI investments. They want to see that these big investments are making profits. The next few weeks will be important. They will show where AI and tech markets are going in 2026. Nvidia's next money report will be very important.
Chinese developers can now use powerful chips like the H200. Before, they were very good at making AI work well even with less advanced hardware. Now, with H200 chips, they can develop AI faster. This will make competition in AI much stronger.
In Europe, more businesses are using robots. About 25% of big EU companies now use robots. This is much more than in 2018. However, not all companies use robots the same way. Big companies use them more than small or medium ones.
Robots are mostly used in factories. They are also used in warehouses, for moving things, and for cleaning. This shows how automation is growing in different areas.
These changes mean the tech industry has a complex future. Some companies can make money from AI now. Others depend on future success. This is a time for careful choices. The real success of AI will be shown by how it helps businesses grow and make money.