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Ukraine's Ministry of Energy: Russia launched 128 targeted attacks on Ukraine's energy, oil and gas sector last week.
2026-11-09
Ukraine's Ministry of Energy: Russia launched 128 targeted attacks on Ukraine's energy, oil and gas sector last week.
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2026-11-09
Iran's Foreign Ministry stated that the United States must lift sanctions and blockades before the diplomatic process can begin.
Iran's Foreign Ministry stated that the United States must lift sanctions and blockades before the diplomatic process can begin.
2026-11-08
CITIC Securities in its 2027 telecom strategy report says large-model commercialization expands rapidly in 2026; as of end‑September 2026 OpenAI and Anthropic had combined ARR of about $124 bln. North America’s four major cloud service providers repo
CITIC Securities in its 2027 telecom strategy report says large-model commercialization expands rapidly in 2026; as of end‑September 2026 OpenAI and Anthropic had combined ARR of about $124 bln. North America’s four major cloud service providers reported combined capex of roughly $208.7 bln in Q3 2026, up 84.2% YoY, signaling continued high-intensity AI infrastructure investment. The report warns recursive self-improvement (RSI) could drive step-changes in model capability. AI demand is broadening: AI-assisted programming shows a clearer commercialization path, while design, modeling/simulation, AI4Science and robotics expand longer-term compute demand. CITIC Securities remains optimistic and keeps a long-term preference for North American compute exposure and the domestic Chinese AI compute supply chain.
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