According to Jin10, South Korean media reported that SK Group Chairman Chey Tae-won had lunch with OpenAI CEO Sam Altman on the 31st. Industry insiders said they discussed cooperation on AI business. The specific content of their talks has not been made public, but they were reportedly believed to have discussed potential cooperation on high-bandwidth memory (HBM) supplies and next-generation AI infrastructure. SK Group has maintained close cooperation with OpenAI, including as a key partner in its large-scale AI infrastructure project, Stargate.

According to CNBC, HKT agreed Friday to halt its U.S. telecom services under pressure from the Federal Communications Commission (FCC). Under a consent decree, HKT must apply within 30 days to discontinue services and stop providing them by September 1, 2027. The FCC had said in October 2025 that it was moving to revoke HKT’s authority to operate in the United States, citing national security concerns and the company’s affiliation with China Unicom, a PCCW shareholder. The agreement means the FCC will not proceed with the revocation process.

Stellar is now the default network in the MetaMask mobile app and browser extension. According to Odaily, each existing MetaMask account will automatically receive a Stellar address derived from its existing recovery phrase, with no additional setup required. Users can hold, manage, send and receive XLM, Trustline assets and Soroban tokens, and swap between Stellar and other supported networks. Existing Stellar users can also import their accounts using a recovery phrase.

A Microsoft executive said the company’s broad voluntary separation plan is not intended to cut 60,000 jobs. According to Sina Finance, citing IT Home and Business Insider, Microsoft’s CFO Amy Hood said in an internal memo that the plan gives employees who want to leave the choice to decide how to do so, and that only a “very small number” were expected to accept. Microsoft later said no more than 3,000 employees, or 5% or less of those eligible, were expected to take the offer. Earlier this year, about one-third of employees accepted a voluntary retirement plan based on age and tenure. Microsoft later conducted layoffs, and some employees who had declined the retirement offer were dismissed. In response to concerns about further cuts, the company said future staffing would depend on business needs and priorities. Executives said the new plan differs from the earlier one: some departing employees’ roles may be filled by new hires rather than eliminated. Charles Lamanna, who oversees AI, Office and Word, made employees across his departments eligible to apply, with plans to hire for key vacancies. In Microsoft’s Cloud and AI division, the Azure hardware systems and infrastructure team and the cloud operations and innovation team did not participate. Most other teams offered eligibility, and some roles could be refilled. An executive said replacing senior employees with less-experienced hires could reduce labor costs, but a Microsoft spokesperson said this was not the company’s official position. An anonymous executive also said the plan may address complaints from employees who were ineligible for the earlier offer, and that Microsoft did not intend to cut 60,000 workers or replace everyone with AI. The U.S. government recently suspended Microsoft’s eligibility for a federal employer sponsorship program that allows companies to sponsor foreign employees seeking U.S. permanent residency. The White House accused Microsoft of laying off U.S. employees while hiring lower-paid foreign workers; Microsoft denied the allegation.

A series of large, unusual wagers on US horse races placed in London saddled some of the city’s betting parlors with hefty losses, and the betting coup remains unsolved, according to Bloomberg. Lisa Lazarus, the top cop in US horse racing, received calls and emails this summer from UK regulators seeking help after the wagers were placed the previous day.

风险投资,人工智能,融资,一线投资人与创业者匿名访谈：到底是谁在逼谁追共识 金色财经,没有谁真心喜欢追共识，可大多数人都在追。

BTC,华尔街,中本聪,彭博社：比特币白皮书 18 周年 被华尔街接纳后真的成熟了吗？ 金色财经,比特币正步入“成年”。至少从年龄上看，确实如此。

信心支撑融资，融资支撑投资；信心一旦转弱，资金收缩又会反过来打击投资和增长预期。

非洲,稳定币,加密市场,Chainalysis 报告：撒哈拉以南非洲成全球加密增长最快区域 金色财经,撒哈拉以南非洲加密市场规模破千亿美元，南非领跑。

Elon Musk,赵长鹏,Binance,马斯克疑似暗讽Binance 币安被盗事件惊动特朗普 英特尔暴跌 前英特尔工程师发文 金色财经,​过去24小时，X上的KOL们在聊什么呢？

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Anthropic 已提交 IPO 申请，估值预期 1.5 万亿至 2 万亿美元。从招股书的收入与毛利率看，大模型公司是不是一门好生意？

慢雾安全团队复盘 zkLink 78.3 万美元被盗事件：Arbitrator 任意外部调用叠加未清理的瞬态存储，攻击者如何一鱼多吃。

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给100万美元的Oracle债买5年违约险，一年保费3.15万美元；CoreWeave要11.45万美元。AI的信用警报已经响了。