2/25のNVDAリリース：The company "not assuming any Data Center compute revenue from China" in Q1 of FY 27（26年2月-4月）。 5月、ジェンスンはNvidia's market share in China for high-end AI accelerators has effectively dropped to zero（シェア95％からの下落）と発言。 株価の足枷に。

1/6 💰 VC動向と超大型資金調達 a16z crypto releases detailed thesis on AI agents evolving into economic actors. Intelligence costs collapse to zero. Constraint migrates to identity, verifiable execution, governance guarantees and programmable settlement. Blockchains provide