據報道，HBM短缺正催生新的流通和融資模式。一名芯片設計公司高管稱，在AI Infra Summit期間，多名交易商主動表示手中有可立即交付的HBM庫存，顯示部分HBM已開始脫離傳統原廠直供渠道流通。 與此同時，一名信貸行業高管透露，金融機構正在研究通過融資工具提前購買內存產能，再將產能轉售獲利。投資機構Coatue Management與AI芯片初創公司MatX也在討論類似項目，但相關產能未來能否轉售、以及具體如何轉售，目前尚未確定。（The Information）

SOUTH KOREA'S LEE said in an era of ultra-large-scale international competition, relying solely on traditional supports like subsidies and on loan-based finance that carries principal and interest repayment obligations is no longer sufficiently flexible to respond.

Citi CEO Jane Fraser said advancing AI model capabilities are prompting firms to accelerate cybersecurity defences, creating a global "defense race" and widespread patching. She said Anthropic’s Mythos model earlier this year raised concerns about next‑generation AI cyber risk; Treasury Secretary Scott Bessent and then‑Fed chair Jerome Powell convened Wall Street executives to discuss the model and urged firms to strengthen system protections. Recent tests involving Google and Anthropic systems showed intrusions into enterprise environments, amplifying security worries. Fraser added that AI’s bottleneck has shifted from chips to energy supply, with a marked increase in global energy demand. Qatari PM Mohammed bin Abdulrahman Al Thani said Qatar is partnering with AI firms on responsible investment while security safeguards remain under development.