伦敦金属交易所(LME)：锌库存减少650吨，铅库存减少1475吨，锡库存减少130吨，铝库存持平，镍库存增加2946吨，铜库存增加3950吨。

AT&T says open models now account for about 25% of its AI usage and could climb to 70–80%. In some applications switching from closed proprietary models to open models has cut costs by 80–90%. Goldman Sachs reports enterprises are adopting model tiering: lower-inference tasks shift to lower-cost open models while the most complex tasks remain on higher-capability proprietary models. As Chinese domestic open models increasingly substitute for U.S. models, Goldman-tracked AI-token costs have fallen 49% since May, making model calls cheaper and supporting broader enterprise AI adoption. Goldman warns cheaper calls will pressure base-model vendors’ per-unit pricing and margins; cost efficiency is rising as a competitive axis alongside model capability in the next phase of AI commercialization.

Itochu Corp will enter data-center development, planning to invest several hundred billion yen and build roughly 10 facilities in Japan by 2030, leasing capacity to US tech giants and other corporates. Sites will target the Tokyo metro, Osaka and Kyushu; each facility is expected to have ~50 MW of power capacity, with 1–2 projects scheduled to start operations each year. Itochu will handle land acquisition and construction and intends to sell centers to third parties to boost asset efficiency. It may partner with East Japan Railway Company (JR East) to secure land and power links; JR East controls significant land holdings, runs generation assets and has ties with utilities. Japan’s data-center services market is forecast at ¥5.65 tln by 2030, about 30% larger than 2025; other trading houses including Mitsubishi are also ramping investment.