---
title: "Zhipu GLM-5.3 goes global on AWS; GOOGL to invest $1bn in nuclear to bolster compute capacity｜Daily News Recap"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/dolphin/post/44201872.md"
description: "1006 | Dolphin Research Focus: 🐬 Macro/Industry. The Houthis claimed three waves of large-scale strikes on Saudi territory, targeting Riyadh's King Khalid Intl Airport and Aramco's Rabigh refinery.Harassment along the Bab el-Mandeb strait has intensified, stoking concerns the conflict could shift from long-range strikes to physical control. Saudi Aramco's CEO warned global oil inventories are 'thin to a frightening degree', and even if hostilities ease, restocking could take two years.Red Sea shipping insurance costs are rising, so the $100 oil risk remains. Middle East supply risk has picked up again. If Saudi core oil and gas facilities suffer material damage, oil prices would move up rapidly..."
datetime: "2026-10-06T08:34:17.000Z"
locales:
  - [en](https://longbridge.com/en/dolphin/post/44201872.md)
  - [zh-CN](https://longbridge.com/zh-CN/dolphin/post/44201872.md)
  - [zh-HK](https://longbridge.com/zh-HK/dolphin/post/44201872.md)
author: "[Dolphin Research](https://longbridge.com/en/dolphin.md)"
generator: "portal-rs"
---

# Zhipu GLM-5.3 goes global on AWS; GOOGL to invest $1bn in nuclear to bolster compute capacity｜Daily News Recap

## 1006 ｜**Dolphin Research Focus:**

## 🐬 Macro/Industry

**1.** Yemen's Houthis claimed three large-scale strikes on Saudi territory, targeting Riyadh's King Khalid Intl Airport and Aramco's Rabigh refinery. Disruption in the Bab el‑Mandeb strait is intensifying, raising concerns that the conflict may shift from long‑range strikes to physical chokepoint control. Aramco's CEO warned global oil inventories are 'alarmingly thin', and restocking could take two years even if tensions ease. Red Sea shipping insurance costs are rising and the risk of $100 oil persists, putting Middle East supply risk back in focus. If Saudi core oil & gas assets suffer material damage, oil prices could spike quickly, transmitting inflation and weighing on global risk assets. However, current reports remain claims of attacks, and actual damage awaits confirmation by Saudi authorities.

## 🐬 Single Stocks

**1.**$NVIDIA(NVDA.US) 

Morgan Stanley estimates NVIDIA has secured ~37.3% of global HBM supply in 2027, with long‑term supply commitments rising from $119bn last quarter to $279bn (~RMB 1.87tn), primarily for memory procurement. Locking in capacity supports AI chip deliveries, but large pre‑buys will compress GPM. Tighter HBM availability benefits the memory supply chain, while peers face greater difficulty sourcing HBM.

**2.**$KUAISHOU-W(01024.HK) 

Kuaishou opened up over 3% intraday on reports its Keling AI unit could seek a Hong Kong IPO as early as next year, aiming to raise at least $1bn, with underwriters selected. The process remains in preparation and timing could shift. Independent capitalization would help crystallize the value of Kuaishou's AI business. If the IPO proceeds, it would be a rare video‑generation AI play in HK, though commercialization remains the key test.

**3.**$Z.AI(02513.HK) 

Zhipu rose over 7% today as GLM‑5.3 officially launched on Amazon Bedrock under a usage‑based revenue sharing model, opening an overseas cloud commercialization channel. Similar partnerships have been rolled out domestically with Alibaba Cloud. Chinese LLMs are scaling into mainstream overseas cloud platforms, adding incremental revenue streams. However, price competition from OpenAI and Anthropic is intense, and traction will hinge on actual call volumes.

**4.**$DeepSeek(DPSK.NA) 

Media reports cite sources saying DeepSeek's new round is close to locking at least RMB 80bn, with Tencent and CATL as lead investors. The original target was RMB 50bn, but oversubscription could lift the size toward RMB 100bn, with the raise nearing completion and paving the way for an early‑2027 IPO. The capital would ease funding pressure on compute procurement and model iteration but also drive valuation expectations higher. Execution on commercialization will need to match the elevated valuation, and the deal has not been officially announced, so uncertainties remain.

**5.**$Taiwan Semiconductor(TSM.US) 

Elon Musk's social platform confirmed the Terafab project has started preliminary talks with TSMC. Industry estimates put the probability of collaboration above 80%, though no formal agreement has been signed and the cooperation structure is yet to be defined. If realized, Terafab would gain advanced manufacturing capabilities, while TSMC would expand its U.S. footprint. Talks remain early, and the project's scale and geopolitics are key uncertainties.

**6.**$Alphabet(GOOGL.US) 

Alphabet is reportedly close to a multi‑year nuclear power procurement deal with Constellation Energy, involving payments of at least $1bn, with an announcement possible this week. As AI compute expands, tech giants are vying for stable zero‑carbon power, making nuclear a key option. If sealed, the agreement would set a template for energy procurement by compute‑heavy firms, bolstering sentiment toward nuclear power.

**7.**$Meta Platforms(META.US) 

Meta's internal Claude Code users fell from ~60k to ~30k, while Microsoft's budget was cut by one‑third, though both emphasized external customer demand is still growing. OpenAI announced GPT‑6 with 50% faster speed, but its quota was said to be only one‑fifth of Claude's and it faces an 'Astra' trademark lawsuit. LLM competition is shifting from parameter stacking to cost reduction and ecosystem lock‑in, with leading firms accelerating internal substitution of external models. Inference costs and quotas are set to become key differentiators next.

## 🐬 Top‑Gaining Sectors

**SH/SZ:** Life‑science tools & services, biotechnology, food distributors;

**HK:** Insurance brokers, oil & gas refining & marketing, security & alarm services;

**US:** Seaport operators, telecom services, motorcycle makers.

## 🐬 Watch for Tomorrow

1) China Sep FX reserves (US$ bn);

2) U.S. Sep NY Fed 1‑yr inflation expectations.

Risk disclosure and statement: [Dolphin Research Disclaimer and General Disclosure](https://support.longbridge.global/topics/misc/dolphin-disclaimer)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**