OpenAI千亿美元募资落地，ASML高NA量产就绪，Block推进AI裁员转型，AI军用边界争议升温

1) OpenAI启动一千一百亿美元融资并与亚马逊新增长期算力合作，模型厂与云/芯片资本绑定继续加深 2) ASML称高NA EUV累计处理约五十万片晶圆并具备高产量导入条件，AI芯片先进工艺提速预期增强 3) Block宣布裁减超四千岗位并全面嵌入AI工具，股价走高反映市场押注“AI提效=利润改善” 4) OpenAI与Google员工联名支持Anthropic坚持军用红线，AI安全治理从公司政策走向行业共识博弈 5) 黄仁勋称五角大楼与Anthropic分歧“并非世界末日”，军方AI采购多供应商化趋势或将加速进展更新：Anthropic与五角大楼争议由合同谈判升级为行业性军用边界讨论，跨公司员工公开表态规模扩大前往小宇宙评论区与主播互动

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OpenAI千亿美元募资落地，ASML高NA量产就绪，Block推进AI裁员转型，AI军用边界争议升温

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