China's Ministry of Commerce (MOFCOM) and seven other ministries issued a notice publishing the Action Plan to Promote Smart Home Consumption.

ANTHROPIC called to slow development of advanced AI models; Elon Musk and other industry figures signaled support. Zheshang Securities analysts say the move will weigh on AI hardware suppliers and large-model developers in the short term, but is medium- to long-term positive for AI application providers and AI terminal/endpoint vendors. Analysts expect continued expansion of AI compute capacity, an unchanged trend toward domestic Chinese compute, and explosive growth in global token usage, which should sharply lift demand for inference compute.

據知情人士透露，Anthropic已告知一小部分股東，其調整後營業利潤將連續第二個季度爲正。該指標剔除了股權激勵等成本。