惠譽：特斯拉(TSLA.O)的這些投資也將需要大幅增加資本支出，可能推動中期的自由現金流（FCF）轉爲負值。這一重投資週期可能會增加公司的債務。

The Information reports a source saying OpenAI and Anthropic have negotiated a legally binding agreement to mutually stress‑test each other’s AI models. Talks reportedly occurred before OpenAI technology prompted a series of cybersecurity incidents and industry warnings; it is unclear if the pact has been finalized. The mutual‑testing proposal mirrors Elon Musk’s suggestion at last week’s All‑In summit that competing AI labs peer‑review each other’s models for safety prior to commercial release.

According to an SEC filing, NVIDIA (NVDA.O) will invest $3.0 bln in SB Energy in connection with the public offering.