Aug 31–Sep 4, 2026 — The 16th round of second‑phase China–South Korea FTA negotiations was held in Beijing. Delegations conducted detailed talks on cross‑border services trade and negative‑list market access and reported positive progress. Both sides agreed to accelerate negotiations and seek an early conclusion, aiming to further open services and investment sectors to support healthy, stable China–South Korea economic and trade ties.

Morgan Stanley estimates incremental ROIC for three GPU monetization models at roughly 31% for GPU leasing, 46% for running model APIs on owned compute, and 25% for renting third‑party compute. These figures refer to incremental returns on a 1 GW GB300 capacity once in stable operation, not company‑level returns. Returns depend on GPU utilization, pricing and per‑unit build cost. Base case assumes ~410k GPUs, 75% utilization and $8.5/hr rent. If rental rates run $7–$10/hr, GPU‑leasing ROIC would vary about 23%–39%.

以色列外交部长：英国制裁也将对巴勒斯坦人造成经济损害。