China A-share helium sector active: Heyuan Gas rises over 6%, with Guanggang Gas, Baoguang Co., Shudao Equipment, Jinhong Gas and Kaimite Gas also trading higher.

Refinitiv on the 18th reported Chinese chipmaker CXMT is preparing to enter the NAND flash market and aims to compete directly with Samsung, SK Hynix and Micron. CXMT plans an R&D/production NAND line at a new Beijing fab and has set up a Beijing research institute with NAND development projects. It has discussed the NAND plan with customers, including a newly formed startup that intends to buy CXMT NAND chips for AI systems and supercomputer storage. Timing for the R&D line and any move from development/trial production to mass commercial manufacturing is unclear.

OpenAI與Anthropic正推動把獨立安全評估“嵌進”實驗室內部：評估者有望更深入接觸訓練過程與模型行爲，並在發現問題時報告異常。方向從外部口號轉向制度設計，但訪問範圍、介入時機、成果發表權，以及評估者能否真正獨立於公司控制，目前仍不清晰。支持者認爲這能把監督前移到訓練階段；質疑者則擔心若規則與法律保護不到位，最終只會變成受控的門面安排。