CITIC Securities in its 2027 telecom strategy report says large-model commercialization expands rapidly in 2026; as of end‑September 2026 OpenAI and Anthropic had combined ARR of about $124 bln. North America’s four major cloud service providers reported combined capex of roughly $208.7 bln in Q3 2026, up 84.2% YoY, signalling continued high-intensity AI infrastructure investment. The report warns recursive self-improvement (RSI) could drive step-changes in model capability. AI demand is broadening: AI-assisted programming shows a clearer commercialization path, while design, modeling/simulation, AI4Science and robotics expand longer-term compute demand. CITIC Securities remains optimistic and keeps a long-term preference for North American compute exposure and the domestic Chinese AI compute supply chain.

Financial Times reports Anthropic agreed in late September to a $3.4 billion purchase commitment for 1.7 GW of heavy gas-fired generators from OnePWR Solutions (San Antonio, Texas). The deal includes engineering and construction capacity to install the units; Anthropic did not acquire OnePWR or its employees. OnePWR had ordered the Caterpillar-built generators about two years ago but required financing; Anthropic initially planned to be OnePWR’s customer and ultimately took over its Caterpillar order.

On the 8th local time Iran’s Islamic Revolutionary Guard Corps (IRGC) navy said a tanker attempting to transit the Strait of Hormuz via an unauthorized route exploded and caught fire. Since the early hours of the day, three tankers have exploded and caught fire, it added. The IRGC navy said Iran’s regulations for the Strait of Hormuz have been repeatedly communicated to all vessels and warned that any ship violating those rules by using unauthorized routes will face the same consequences.

Market sources: Anthropic is in talks on a $3.4 billion gas-fired power project transaction to supply power to its data centers.

市場消息：Anthropic正就一項價值34億美元的燃氣發電項目交易進行磋商，該電力將用於數據中心。