Axios reports NVIDIA CEO Jensen Huang has been promoting AI across Europe ahead of his keynote at NVIDIA’s flagship Berlin conference, a move that could reassure investors. He says the next wave of AI spending will be driven by governments treating AI as a national priority rather than a speculative bet. That dynamic could leave nations seeking technological independence increasingly dependent on a single US company, NVIDIA.

據Axios：喬爾·卡普蘭（Joel Kaplan）在擔任政策主管15年後將離開Meta Platforms(META.O)。

A key Middle East crude benchmark fell to its lowest in nearly three months, signaling export resilience despite escalating Iranian attacks on shipping. General Index data show the Oman crude premium to Dubai dropped to about $4/bbl this week, the lowest since late July; the spread had exceeded $60/bbl early in the disruption when the Strait of Hormuz was nearly closed. Major Gulf exporters have kept flows moving by routing more tankers through the strait or bypassing it via pipelines, blunting Iran’s efforts to constrain global energy shipments.