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• Jensen Huang said Nvidia's market share of AI accelerators in China has "now dropped to zero" and that the US' export policy "has already largely backfired" (Anton Shilov/Tom's Hardware)
• Cerebras seeks a valuation of up to $26.62B in its US IPO, aiming to raise $3.5B by selling 28M shares at $115 to $125 apiece in its second attempt to go public (Reuters)
• Legislators and experts criticize the EU's €20B sovereign compute data center plan, questioning whether there is demand and the plan's reliance on Nvidia GPUs (Pieter Haeck/Politico)
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