【SemiAnalysis：OpenAI最快第三季度實現盈利】SemiAnalysis創始人Dylan Patel表示，OpenAI最快可能在第三季度實現盈利，這標誌着人工智能實驗室正轉向通過自身運營爲增長提供資金，而非依賴風險投資。Patel表示，Anthropic已於第二季度實現盈利，OpenAI可能在第三季度緊隨其後，這得益於Codex和新一代AI模型等產品的需求不斷增長。他補充稱，盈利能力不斷增強，使OpenAI和Anthropic等公司能夠通過營收爲越來越大比例的業務擴張提供資金，即使它們仍在繼續籌集資金以加速增長，並將利潤重新投資於模型訓練。

Ukraine attacks have disrupted Russian crude deliveries to India, prompting Indian refiners to cut purchases from Russia and source more barrels from West Africa, the Americas and Gulf suppliers. With a series of refinery turnarounds ending, national crude demand and refinery run rates are expected to rise, allowing refiners to lift output. Last month Russian crude accounted for more than half of India’s imports. Kpler modelling senior manager Sumit Ritolia expects Russian shipments to India to fall to about 2.0 mln bpd this month from roughly 2.8 mln bpd in July, citing normalization after strong buying, reduced Russian export availability, increased competition and refinery maintenance; he adds supplies are likely to recover above 2.0 mln bpd in the coming months.

Thai officials said the US Navy carrier USS Abraham Lincoln will make a port call in Thailand next week after being deployed to waters near Iran.