OpenAI签下20年租约，在俄亥俄州锁定约8GW IT算力，英伟达将为首期建设提供信用支持并投资SB Energy。应用入口也在整合：Stripe同意收购OpenRouter，模型路由与计费基础设施进一步合流。

At its results briefing Minde Electronics said it adjusts prices in line with market conditions. Several upstream silicon-wafer suppliers have indicated willingness to raise prices in Q4; Guangxin Microelectronics will decide whether to follow based on upstream developments and product-mix optimization. The company expects power semiconductors to be in a cyclical upturn over the next three years, leaving significant upside for prices. Price-rise magnitudes will vary by product category; customers have generally accepted increases under stable supply, and current prices remain low versus early 2023.

伊拉克总理：我们将向公众宣布对库尔德斯坦地区政府首脑办公室袭击事件的调查结果。