AI Infrastructure Deal
According to Reuters, “OpenAI turns to Amazon in $38 billion cloud services deal after restructuring”, the seven‑year pact gives OpenAI access to hundreds of thousands of Nvidia GPUs and marks a major shift in cloud compute supply for AI, reshaping compute competition and capacity. [Reuters](https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/) ([reuters.com](https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/?utm_source=openai))
Wuzhen Summit Focus
China.org.cn reports “Wuzhen summit forum explores cultural exchange and development in cyberspace”, where global delegates showcased deployments and debated governance; speakers emphasized practical, scalable AI for healthcare, cities and culture, linking technology, policy and COMPUTE in real‑world projects. [China.org.cn](https://china-world.china.org.cn/culture/2025-11/08/content_118169194.shtml) ([china-world.china.org.cn](https://china-world.china.org.cn/culture/2025-11/08/content_118169194.shtml?utm_source=openai))
Supply‑Chain Shift
Xinhua via China.org.cn reports “China suspends part of control measures on dual‑use items export to U.S.”, temporarily lifting limits on gallium, germanium and antimony — a decision that eases semiconductor MATERIALS bottlenecks and could relieve global chip supply‑chain pressure. [China.org.cn](https://www.china.org.cn/china/Off_the_Wire/2025-11/09/content_118167849.shtml) ([china.org.cn](https://www.china.org.cn/china/Off_the_Wire/2025-11/09/content_118167849.shtml?utm_source=openai))
Shutdown breakthrough lifts markets According to Reuters, “Global shares jump as investors eye potential end to US government shutdown”, stocks rallied after a Senate procedural vote advanced a short-term funding bill, boosting U.S. futures and investor risk appetite. [Reuters](https://www.reuters.com/world/china/global-markets-global-markets-2025-11-10/) ([reuters.com](https://www.reuters.com/world/china/global-markets-global-markets-2025-11-10/?utm_source=openai))
Fed eases, halts QT According to Reuters, “Fed to end balance sheet reduction on December 1”, the Fed cut rates 25bps to 3.75%–4.00% and will stop rolling off Treasuries, a policy move that eases interest rates and supports market liquidity. [Reuters](https://www.reuters.com/business/finance/fed-end-balance-sheet-reduction-december-1-2025-10-29/) ([reuters.com](https://www.reuters.com/business/finance/fed-end-balance-sheet-reduction-december-1-2025-10-29/?utm_source=openai))
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