OpenRouter data: week Aug 31–Sep 6 global AI model calls totaled 115 trillion tokens, up 1.77% WoW. Chinese models accounted for 56.72 trillion tokens (+2.83% WoW); US models 16.54 trillion (-3.1% WoW). China has outpaced the US on weekly calls for 19 consecutive weeks. Four of the global top-five models are Chinese; Tencent’s Hy4 preview led with 14.7 trillion tokens, up 379% WoW. Xiaomi’s MiMo‑V2.5 fell off the rankings.

WTI crude opened 0.9% higher, trading at $90.20/bbl; Brent crude up 0.7% at $95.00/bbl.

Gold, down about 1% in the prior session, was slightly softer in early Monday trade near $4,425. Stronger-than-expected U.S. August payrolls and unchanged unemployment bolstered the case for a Fed rate hike at next week’s meeting. A firmer dollar and rising odds of a September hike—now ~60% versus ~50% early Friday—make dollar-priced, non‑yielding gold more expensive for buyers. Escalating Middle East tensions are adding inflation risk and concerns about prolonged energy supply disruption. Friday’s U.S. CPI will be watched for cues on Fed policy.