Anthropic’s IPO filing has flagged a “frenemy” risk from its three primary cloud computing partners, AWS, Google and Microsoft, warning that these hyperscalers increasingly see the AI company as a direct competitor rather than simply a customer, even as it has locked in a compute backlog worth $750 billion across the three providers.

According to an S-1 filing, the loss was mainly driven by about $72.4 billion in non-cash accounting charges. Operating loss narrowed to $693 million.

Anthropic 公開遞交首次公開招股（IPO）申請。芯片股受消息帶動走高。英偉達升 1.4%，美光漲 2.3%。

文件未披露發行股數及定價區間。該公司上半年營收為163億美元。同期淨虧損為807億美元。

ITC Hotels reported a 25.6% rise in revenue to Rs 1,054 crore. EBITDA margin widened to 32%. Profit at the hotel segment rose 46.4%.

Revenue rose 40.4% to Rs 3,361 crore. The board declared an interim dividend of Rs 12 per share.

The lender's net interest income rose 26.4%, as interest earned on advances grew 21% year-on-year to Rs 7,083 crore.

Infosys 9月當季淨利潤按季增長 0.7%，至 7823億盧比。期內營業收入按季上升 2.1%。人工智能業務佔整體收入的 10.5%。

周五金價一度跌至每 10 克 141806 盧比。油價升破 114 美元。美國聯儲局可能維持高利率，令黃金吸引力下降。