On the evening of the 6th local time, Iraq’s foreign minister spoke by phone with Iran’s foreign minister. Iran reviewed a plan to resume preparations for talks that includes setting a timetable to launch negotiations, reopening the Strait of Hormuz, reinstituting points from a memorandum of understanding reached in Pakistan, and adding items related to Iran’s nuclear file. Iraq proposed creating a committee of regional ministers to mediate between Iran and the United States and to discuss reach

1. 北京时间11月6日23:30 在白宫接受预录采访； 2. 北京时间11月7日00:30 在白宫椭圆形办公室参加政策会议； 3. 北京时间11月7日01:30 在白宫椭圆形办公室参加政策会议； 4. 北京时间11月7日02:30 在白宫椭圆形办公室参加排灯节庆祝活动； 5. 北京时间11月7日07:00 在肯尼迪航天中心发表讲话。

Microsoft has stopped renewing its AI compute rental contract with Oracle and has been winding down rented capacity over recent months, people familiar with the matter said. Oracle supplied servers using older-generation NVIDIA GPUs that Microsoft says no longer meet its specifications. The parties struck the deal in 2023 to support the revamped Bing; financial terms were not disclosed. Oracle said demand for its AI infrastructure remains strong and that older GPUs still have a market. Microsoft is reassessing external AI compute partners and has committed more than $80 billion of compute rentals to emerging providers including CoreWeave, Nscale and Nebius. Microsoft executives have grown increasingly frustrated with high supplier costs and delivery delays, tightening data-center project reviews, exiting some higher-risk projects and reconsidering new compute agreements. Oracle’s cloud is expanding rapidly but heavy capex has pushed free cash flow negative, stoking investor concern over AI infrastructure returns; shares fell as much as 4.6% intraday after the report and were about 3% lower at the time of reporting after an earlier ~3.5% gain.