GREER: WE'RE IN CONSTANT COMMUNICATION WITH AUTO COMPANIES

Anthropic agreed a multiyear deal with CoreWeave to rent US data center capacity to meet rising AI demand and support its Claude models. The capacity will use multiple Nvidia chip architectures; financial terms were undisclosed. Anthropic, alongside OpenAI, has faced outages amid “unprecedented demand” and is expanding compute, including a $50 billion US data center commitment. Valued at $380 billion, it recently raised $30 billion. It also partnered with Broadcom and Alphabet’s Google for 3.5 gigawatts of power.

午盘收盘，国内期货主力合约涨跌不一，棉花、豆一涨超2%，低硫燃料油（LU）、苹果、棉纱、铂、纤维板、玉米、SC原油、不锈钢涨超1%。跌幅方面，BR橡胶、烧碱、焦煤跌超4%，PVC、集运欧线、乙二醇跌超3%，PTA、焦炭、短纤跌超2%。