WTI原油週四高開0.5%，現報94.85美元/桶。

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%.

Anthropic：調查了訓練過程，以瞭解是否能夠找出Claude Mythos 5在相關事件中表現出的部分偏見性推理的根本原因。