As of: 2026-10-10 14:45 CEST.
Researched and written by AI agents (Claude Opus 5.5 in Claude Code). Human editor: Adam Bicz.
Canonical page: https://postcutoff.com/news/hardware-compute/

# AI news: Chips & compute

54 events in Chips & compute of 1,105 in the log, newest first. Page 1 of 2, 50 events per page, grouped by the day each event happened.

## Saturday 10 October 2026

- [WSJ: Dario Amodei personally asked Meta's Alexandr Wang for compute this year](https://postcutoff.com/e/2026-10-10-wsj-ai-compute-hunt-amodei-asked-meta/) (Chips & compute; Anthropic, Meta). Anthropic has said publicly that compute limits its growth, and Meta is its rival in frontier models. Source: https://www.wsj.com/tech/ai/ai-computing-power-demand-a63da9b9

## Friday 9 October 2026

- [Sabi raises a $50M seed led by Khosla Ventures for a non-invasive 'brain-AI interface' baseball cap that turns imagined speech into prompts](https://postcutoff.com/e/2026-10-09-sabi-50m-seed-brain-ai-baseball-cap/) (Chips & compute; Sabi, Khosla Ventures). As AI assistants become the main interface to computers, investors are backing non-surgical "thought-to-prompt" input. Source: https://pinionnewswire.com/press-release/sabi-raises-50-million-seed-round-led-by-khosla-ventures-to-put-a-brain-ai-interface-inside-a-baseball-cap/
- [Nuvacore, a six-month-old data-center CPU startup from Nuvia founder Gerard Williams, raises at about $2.5B (Reuters)](https://postcutoff.com/e/2026-10-09-nuvacore-raising-2-5b-valuation/) (Chips & compute; Nuvacore, Sequoia Capital). Agentic AI workloads run much of their tool use, orchestration and sandboxes on general-purpose CPUs, and investors are pricing new server CPU designers at unicorn valuations before tape-out. Source: https://www.reuters.com/legal/transactional/sequoia-backed-chip-startup-nuvacore-raising-funds-about-25-billion-valuation-2026-10-09/

## Thursday 8 October 2026

- [Drones hit Yandex's Sasovo data center, home to two of its AI supercomputers](https://postcutoff.com/e/2026-10-08-drones-strike-yandex-sasovo-data-center/) (Chips & compute; Yandex). AI compute has become a military target on both sides of the war. Source: https://united24media.com/war-in-ukraine/yandex-takes-a-second-data-center-hit-in-48-hours-now-its-biggest-russian-site-is-damaged-23277
- [Samsung guides to a record ₩107.4T (~$80B) Q3 operating profit, up 783% on AI memory demand, above Nvidia's latest quarter](https://postcutoff.com/e/2026-10-08-samsung-q3-record-107-trillion-won-profit/) (Chips & compute; Samsung Electronics). Memory (HBM and server DRAM) is now one of the tightest bottlenecks and biggest profit pools of the AI boom, and its cost is spilling over into consumer electronics (PC shipments down ~20%, iPhone order cuts). Source: https://www.koreatimes.co.kr/business/companies/20261008/samsung-electronics-estimates-803-bil-in-q3-operating-profit

## Wednesday 7 October 2026

- [Microsoft and Nvidia launch RTX Spark Windows PCs for local AI](https://postcutoff.com/e/2026-10-07-microsoft-windows-rtx-spark-event-mxc/) (Chips & compute; Microsoft, Nvidia). Agents with computer access have caused real incidents (sandbox escapes, data leaks). Source: https://blogs.windows.com/windowsdeveloper/2026/10/07/microsoft-execution-containers-policy-driven-containment-for-ai-agents/
- [WSJ: Broadcom seeks $50B+ in private credit to finance OpenAI's custom chips](https://postcutoff.com/e/2026-10-07-broadcom-50b-financing-openai-chips/) (Chips & compute; Broadcom, OpenAI, Oracle, SpaceX). OpenAI's compute plans now rely on lenders financing the chips themselves, which ties private-credit funds to OpenAI's revenue. Source: https://www.wsj.com/tech/oracle-broadcom-and-spacex-seek-blockbuster-debt-deals-to-pay-for-ai-chips-848e8032

## Tuesday 6 October 2026

- [Finland orders Google's Tuike Finland to halt land clearing at its Muhos and Kajaani data-center sites until environmental assessments are done](https://postcutoff.com/e/2026-10-06-finland-orders-google-halt-data-center-work/) (Chips & compute; Google, Tuike Finland, Permit and Supervision Agency (Finland)). Finland has become a key European data-center location, and CNBC notes it has been dubbed the "Texas of Europe" for its available land and power. Source: https://lvv.fi/-/lupa-ja-valvontavirasto-kehottaa-tuike-finland-oy-ta-keskeyttamaan-muhoksen-ja-kajaanin-datakeskushankkeiden-valmistelutoimet
- [SpaceX seeks $40B in Apollo-led debt to buy Nvidia chips for its AI data centers](https://postcutoff.com/e/2026-10-06-spacex-40b-debt-nvidia-chips-apollo/) (Chips & compute; SpaceX, SpaceXAI, Apollo Global Management, Nvidia). It is one of the largest debt packages tied to a single AI chip purchase, and it shows frontier compute moving from equity to debt financing, a trend the Bank of England and others have flagged. Source: https://www.ft.com/content/d3f5928d-f38c-4666-8f7a-8737f9c45f51
- [Google signs ~3.6 GW power deal with Constellation Energy, about a quarter of it nuclear](https://postcutoff.com/e/2026-10-06-google-constellation-3-6gw-power-deal/) (Chips & compute; Google, Constellation Energy). Reuters reported on Oct 6, 2026 that Google agreed to buy about 3,590 MW of electricity from Constellation Energy, with nuclear power making up about 25%, to supply its AI data centers. Source: https://www.reuters.com/business/energy/google-enters-massive-36-gw-power-deal-with-constellation-energy-2026-10-06/
- [openTPU: an open-source AI accelerator 'developed by AI' runs Qwen3.5, Gemma 4 and others on an FPGA card](https://postcutoff.com/e/2026-10-06-opentpu-ai-developed-accelerator/) (Chips & compute; FeSens (independent)). It is a small but concrete public example of AI agents carrying a whole hardware stack, from RTL to drivers, to a working FPGA card that runs current open models, with an automated performance loop. Source: https://github.com/FeSens/openTPU

## Monday 5 October 2026

- [Etched fields funding offers at a $40B–$50B valuation, about double its $21B round in August](https://postcutoff.com/e/2026-10-05-etched-funding-talks-40b-50b/) (Chips & compute; Etched). It is one of the steepest valuation climbs among Nvidia challengers. Source: https://techcrunch.com/2026/10/05/etched-fields-funding-offers-at-40b-valuation-sources-say/
- [Singapore's DayOne Data Centers files publicly for a US IPO of up to $5B](https://postcutoff.com/e/2026-10-05-dayone-data-centers-us-ipo-filing/) (Chips & compute; DayOne Data Centers). Asian data-center builders are tapping US public markets to fund AI capacity. Source: https://www.sec.gov/Archives/edgar/data/0002118192/000119312526341952/filename1.htm
- [Anthropic hires Google's head of data center global design and construction, John M. Wilson, to lead EMEA capacity delivery](https://postcutoff.com/e/2026-10-05-anthropic-hires-google-dc-design-head-john-wilson/) (Chips & compute; Anthropic, Google). Anthropic has roughly $518B of compute commitments and is moving from renting capacity to designing and delivering its own sites. Source: https://www.datacenterdynamics.com/en/news/googles-head-of-data-center-global-design-and-construction-joins-anthropic/
- [Ghost launches Core, a $3,499 local 'personal AI computer' for always-on agents, with an $11M a16z-led seed](https://postcutoff.com/e/2026-10-05-ghost-core-personal-ai-computer/) (Chips & compute; Ghost). A small launch, but a widely seen one, and a marker of the local-agent hardware niche growing alongside cloud agents such as OpenAI's Dots and Claude Cowork's move to the cloud. Source: https://x.com/zainmfj/status/2107146556176798081

## Saturday 3 October 2026

- [Musk confirms TSMC talks over Terafab, the Tesla–SpaceX AI chip fab in Texas, then says TSMC may at most sublease part of it](https://postcutoff.com/e/2026-10-03-musk-confirms-tsmc-terafab-talks/) (Chips & compute; TSMC, SpaceX, Tesla, xAI, Intel). Terafab is Musk's attempt to make his own AI chips at a huge scale for Tesla (Optimus, Cybercab), SpaceX (planned space data centers) and xAI. Source: https://x.com/elonmusk/status/2106290920605790717

## Friday 2 October 2026

- [SpaceXAI turns into an AI cloud provider](https://postcutoff.com/e/2026-10-02-spacexai-ai-cloud-microsoft-talks/) (Chips & compute; SpaceXAI, SpaceX, Microsoft, Anthropic, Google). A frontier lab acting as a neocloud for its competitors (Anthropic, Google, possibly Microsoft) shows how scarce compute has become, and blurs the line between AI labs and infrastructure providers. Source: https://www.theinformation.com/articles/spacexs-ai-unit-turned-ai-cloud-firm
- [Nvidia announces a 64GB DGX Spark for $4,999 as memory prices push the 128GB model to $6,950](https://postcutoff.com/e/2026-10-02-nvidia-dgx-spark-64gb/) (Chips & compute; Nvidia). The DRAM shortage caused by the AI build-out now shows up directly in the price of developer hardware for running models locally. Source: https://blogs.nvidia.com/blog/local-ai-dgx-spark-64gb-sync/
- [Oracle agrees to buy 10–20% of Wisconsin's Point Beach nuclear output for Project Lighthouse, its data-center campus with OpenAI](https://postcutoff.com/e/2026-10-02-oracle-point-beach-nuclear-project-lighthouse/) (Chips & compute; Oracle, We Energies, OpenAI). The utility says it would save other customers about $300 million in fuel costs; the deal needs approval from the Wisconsin Public Service Commission. Source: https://news.we-energies.com/we-energies-agreement-with-oracle-expected-to-save-customers-approximately-300-million/
- [Amazon explores moving ~$8B of installed Nvidia Grace Blackwell chips into a sale-leaseback vehicle; raises GPU Capacity Block prices 15%](https://postcutoff.com/e/2026-10-02-amazon-nvidia-chip-sale-leaseback/) (Chips & compute; Amazon, Nvidia). Hyperscalers are now using structured finance (SPVs, leasebacks, syndicated chip loans) to fund AI capex. Source: https://www.ft.com/content/97d8d346-519e-48fb-8df8-66cf5f12ef62

## Thursday 1 October 2026

- [Anthropic prospectus: Broadcom to lend up to $42B toward a $125.2B TPU lease](https://postcutoff.com/e/2026-10-01-broadcom-42b-convertible-loan-anthropic/) (Chips & compute; Anthropic, Broadcom, Google). Reuters reported on Oct 1, 2026, from Anthropic's IPO prospectus, that Broadcom agreed to lend Anthropic up to $42B through convertible notes. Source: https://www.reuters.com/business/broadcom-lend-anthropic-up-42-billion-lease-its-chips-filing-says-2026-10-01/
- [Google's first Project Suncatcher satellite launches on SpaceX Transporter-18](https://postcutoff.com/e/2026-10-01-google-suncatcher-prototype-launched/) (Chips & compute; Google, Planet, SpaceX). This is the first time Google has put its own AI accelerators in orbit to test radiation tolerance and thermal behaviour, the first hardware step toward solar-powered orbital data centers. Source: https://blog.google/innovation-and-ai/models-and-research/google-research/google-project-suncatcher-facts/

## Wednesday 30 September 2026

- [Tencent leases ~100,000 AI chips from Oracle in Southeast Asia in a ~$7B five-year deal](https://postcutoff.com/e/2026-09-30-tencent-oracle-7b-overseas-chip-lease/) (Chips & compute; Tencent, Oracle). It is one of the largest known overseas compute leases by a Chinese AI company and a concrete example of the "remote access" gap in US chip export controls, which govern physical shipments rather than cloud rental. Source: https://www.ft.com/content/8799b33d-f07c-4a03-82f0-bf5d3d1d29e9
- [Micron posts record $54.2B quarter on AI memory demand and guides to $61.5B](https://postcutoff.com/e/2026-09-30-micron-record-fq4-2026/) (Chips & compute; Micron). Memory has become a bottleneck and a profit center of the AI build-out. Source: https://www.sec.gov/Archives/edgar/data/0000723125/000072312526000018/a2026q4ex991-pressrelease.htm
- [Faulty redaction exposes Google's Nebraska data-center power and water figures and expected tax refunds, which Google had claimed as trade secrets](https://postcutoff.com/e/2026-09-30-google-lincoln-data-center-redaction-water-power/) (Chips & compute; Google). AI data centers' water and power use is a growing local political issue, and operators often keep site-level figures confidential. Source: https://www.1011now.com/2026/09/30/more-questions-than-answers-about-lincolns-google-data-center-water-electricity-usage/

## Tuesday 29 September 2026

- [DeepSeek partners with Huawei, open-sourcing TileLang-based programming tools and libraries for Ascend chips as a CUDA alternative](https://postcutoff.com/e/2026-09-29-deepseek-huawei-tilelang-ascend/) (Chips & compute; DeepSeek, Huawei). On Sept 29, 2026 DeepSeek said on its official WeChat account that it is working with Huawei on programming tools for Huawei's Ascend AI chips. Source: https://github.com/tile-ai/tilelang

## Sunday 27 September 2026

- [The Information: China asks ByteDance, Alibaba and others for Nvidia RTX Pro 5500 purchase plans and signals approval](https://postcutoff.com/e/2026-09-27-china-nvidia-rtx-pro-5500-purchase-plans/) (Chips & compute; MIIT, Nvidia, ByteDance, Alibaba). Beijing had until then discouraged purchases of Nvidia chips to support domestic chipmakers. Source: https://thenextweb.com/news/china-alibaba-bytedance-nvidia-rtx-pro-5500

## Friday 25 September 2026

- [SemiAnalysis: China has 24+ GW of data-center capacity (US](https://postcutoff.com/e/2026-09-25-semianalysis-china-datacenter-24gw/) (Chips & compute; SemiAnalysis). About 20 GW of dated pipeline and 30 GW of announced projects follow. Source: https://newsletter.semianalysis.com/p/the-chinese-ai-infrastructure-boom

## Thursday 24 September 2026

- [Google sets the first Project Suncatcher launch](https://postcutoff.com/e/2026-09-24-google-suncatcher-first-launch-set/) (Chips & compute; Google, Planet, SpaceX). It is the first test of TPUs as an orbital compute platform, as ground datacenters hit power limits (see the Oracle New Mexico notice). Source: https://blog.google/innovation-and-ai/models-and-research/google-research/google-project-suncatcher-facts/
- [Oracle sends a force-majeure notice on the 2.45 GW New Mexico Stargate campus after gas-pipeline delays](https://postcutoff.com/e/2026-09-24-oracle-force-majeure-stargate-new-mexico/) (Chips & compute; Oracle, OpenAI, Blue Owl). Power and permitting, not chips, are now the binding constraint on the largest AI datacenter projects. Source: https://x.com/Oracle/status/2103105677874897334

## Wednesday 23 September 2026

- [Brookings paper projects $10.3 trillion US AI buildout for 2025–2032 and warns financing is moving off balance sheet](https://postcutoff.com/e/2026-09-23-brookings-financing-the-ai-buildout/) (Chips & compute; Brookings Institution, Columbia Business School). It gives a mainstream-economics benchmark for the scale of the AI capex wave. Source: https://www.brookings.edu/articles/financing-the-ai-buildout/

## Tuesday 22 September 2026

- [Qualcomm unveils Snapdragon 8 Elite Gen 6 and 8 Elite Extreme Gen 6 (2 nm) for on-device AI agents; Extreme runs a 30B MoE locally](https://postcutoff.com/e/2026-09-22-snapdragon-8-elite-gen-6/) (Chips & compute; Qualcomm). A 30B MoE running locally on upcoming Android flagships moves usable agent models onto phones, with no cloud round-trip or data leaving the device. Source: https://9to5google.com/2026/09/22/snapdragon-8-elite-gen-6/

## Monday 21 September 2026

- [Meta announces Petal, the first 1-petabit-per-second transatlantic subsea cable](https://postcutoff.com/e/2026-09-21-meta-petal-petabit-subsea-cable/) (Chips & compute; Meta). AI training and inference across distant data centers needs far more intercontinental bandwidth. Source: https://about.fb.com/news/2026/09/announcing-petal-meta-petabit-transoceanic-cable/

## Friday 18 September 2026

- [Huawei sets Ascend 950 cluster cloud launch and Ascend 960 roadmap](https://postcutoff.com/e/2026-09-18-huawei-ascend-950-cluster-cloud/) (Chips & compute; Huawei). Ascend 950 is China's main answer to US export controls; selling it as a global cloud service extends Huawei's AI compute beyond China. Source: https://technode.com/2026/09/18/huawei-sets-commercial-launch-dates-for-ascend-950-ai-cluster-cloud-service/

## Thursday 17 September 2026

- [Crusoe raises $3.9B Series F at a $30.9B valuation](https://postcutoff.com/e/2026-09-17-crusoe-3-9b-series-f/) (Chips & compute; Crusoe, Boom Supersonic). On Sept 17, 2026 Crusoe, the Denver AI data-center builder behind OpenAI's Abilene, Texas site, raised a $3.9B Series F at a $30.9B post-money valuation, about 3x its October 2025 price. Source: https://techcrunch.com/2026/09/17/crusoe-raises-3-9b-to-build-massive-data-centers-and-small-modular-ai-factories/

## Wednesday 9 September 2026

- [Google commits €13 billion to Finnish AI data centers, its largest single investment in Europe](https://postcutoff.com/e/2026-09-09-google-13bn-finland-ai-infrastructure/) (Chips & compute; Google). It is one of the largest AI-infrastructure commitments in Europe in 2026 and part of the Nordic data-center boom (Bloomberg counted over €67B of planned or active Finnish data-center investment by October). Source: https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/google-ai-commitment-to-finland/

## September 2026, day not recorded

- [Think tank estimates Chinese fabs stockpiled ~343 ASML immersion DUV scanners](https://postcutoff.com/e/2026-09-01-cts-china-duv-lithography-stockpile/) (Chips & compute; Center for Technology & Statecraft, ASML, Huawei). It recommends replacing partial controls with a ban on all DUVi exports to China plus servicing and spare-part controls; SCMP reported it on Oct 2–3, 2026. Source: https://techstatecraft.org/duv

## Monday 31 August 2026

- [Anthropic signs a $35B cloud deal with Nvidia-backed Lambda](https://postcutoff.com/e/2026-08-31-anthropic-lambda-35b-cloud-deal/) (Chips & compute; Anthropic, Lambda, Nvidia). It is one of Anthropic's largest compute commitments of 2026 and on its own more than tripled Lambda's backlog. Source: https://www.bloomberg.com/news/articles/2026-08-31/anthropic-seals-35-billion-cloud-deal-with-nvidia-backed-lambda

## Wednesday 26 August 2026

- [NVIDIA posts $96.2B quarter](https://postcutoff.com/e/2026-08-26-nvidia-q2-fy2027-vera-rubin-production/) (Chips & compute; NVIDIA; major). Vera Rubin shipping in volume in H2 2026 is the compute step-change that 2027 frontier models will be trained and served on; NVIDIA's near-$100B quarter is the clearest financial measure of the AI buildout's scale. Source: https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000073/q2fy27pr.htm

## Tuesday 25 August 2026

- [OpenAI publishes first benchmarks of Jalapeño, its first custom inference chip](https://postcutoff.com/e/2026-08-25-openai-jalapeno-first-results/) (Chips & compute; OpenAI; major). This is the first published evidence that OpenAI's own silicon works, and it puts OpenAI next to Google (TPU), Amazon (Trainium/Inferentia) and Meta (MTIA) as a lab with first-party accelerators. Source: https://openai.com/index/jalapeno-first-results/

## Thursday 6 August 2026

- [Texas announces SpaceX's $16.8B first phase of Terafab in Grimes County, a 100-million-sq-ft chip campus with 3,000 jobs](https://postcutoff.com/e/2026-08-06-terafab-grimes-county-16-8b/) (Chips & compute; SpaceX, Tesla, State of Texas). It turned Terafab from a keynote promise into a sited, state-subsidised project with a construction timeline, the scale that later drew TSMC's interest. Source: https://gov.texas.gov/news/post/governor-abbott-announces-spacex-expansion-in-grimes-county

## Thursday 23 July 2026

- [AMD launches Helios racks with MI455X](https://postcutoff.com/e/2026-07-23-amd-helios-mi455x/) (Chips & compute; AMD, OpenAI, Anthropic; major). A credible second source of frontier training/inference compute weakens Nvidia's pricing power and diversifies lab supply chains. Source: https://ir.amd.com/news-events/press-releases/detail/1294/aai-2026-amd-delivers-full-stack-compute-for-the-agentic-ai-era

## Monday 20 July 2026

- [The Information: Google is developing 'Frozen v2', a server chip with parts of Gemini's architecture hardwired into silicon](https://postcutoff.com/e/2026-07-20-google-frozen-v2-gemini-chip/) (Chips & compute; Google, Alphabet). If model architectures settle down enough, hardwiring them into silicon trades flexibility for large gains in power efficiency and latency. Source: https://www.theinformation.com/articles/google-plans-new-frozen-chip-run-ai-models-efficiently

## Monday 22 June 2026

- [Micron and Anthropic sign a memory supply, co-design and investment deal](https://postcutoff.com/e/2026-06-22-micron-anthropic-strategic-agreement/) (Chips & compute; Micron, Anthropic). Memory, HBM above all, is one of the tightest bottlenecks in AI compute in 2026. Source: https://www.globenewswire.com/news-release/2026/06/22/3315307/14450/en/micron-and-anthropic-announce-strategic-agreement-to-scale-next-generation-ai-infrastructure.html

## Wednesday 22 April 2026

- [Google unveils eighth-generation TPUs, split into TPU 8t and TPU 8i](https://postcutoff.com/e/2026-04-22-google-tpu-8t-8i/) (Chips & compute; Google). Source: https://blog.google/innovation-and-ai/infrastructure-and-cloud/google-cloud/eighth-generation-tpu-agentic-era/

## Tuesday 7 April 2026

- [Intel joins Musk's Terafab as manufacturing partner](https://postcutoff.com/e/2026-04-07-intel-joins-terafab-14a/) (Chips & compute; Intel, Tesla, SpaceX, xAI). For Intel's foundry business it was a much-needed external anchor customer for 14A; for Terafab it was the first sign of a credible process partner. Source: https://www.datacenterknowledge.com/data-center-chips/intel-joins-musks-terafab-as-ai-compute-war-heads-to-space

## Saturday 21 March 2026

- [Musk launches Terafab, a $20–25B Tesla–SpaceX–xAI AI chip fab project in Austin aiming at 1 terawatt of compute a year](https://postcutoff.com/e/2026-03-21-terafab-announced/) (Chips & compute; Tesla, SpaceX, xAI). It is the most ambitious attempt by an AI company to make its own chips rather than rely on TSMC, and it frames compute in power terms (terawatts). Source: https://electrek.co/2026/03/22/tesla-spacex-terafab-chip-factory-ai-desperation/

## Monday 16 March 2026

- [NVIDIA GTC 2026: Vera Rubin platform, Groq 3 LPX, Feynman preview and $1T demand outlook](https://postcutoff.com/e/2026-03-16-nvidia-gtc-2026-vera-rubin-feynman/) (Chips & compute; NVIDIA; major). It set the hardware roadmap that most frontier labs' 2026-2028 compute plans depend on, and signaled NVIDIA's push into inference-specialized silicon and agent software. Source: https://blogs.nvidia.com/blog/gtc-2026-news/

## Thursday 15 January 2026

- [US opens case-by-case H200 exports to China](https://postcutoff.com/e/2026-01-15-us-h200-china-export-policy/) (Chips & compute; US Department of Commerce (BIS), NVIDIA, Chinese government). It shows export controls becoming a bargaining chip, and China doubling down on self-sufficiency (Ascend) even when US chips are available. Source: https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china

## January 2026, day not recorded

- [xAI brings Colossus 2 online, billed as the first gigawatt-scale AI training cluster](https://postcutoff.com/e/2026-01-01-xai-colossus-2-gigawatt/) (Chips & compute; xAI). Gigawatt-class single-site clusters define the 2026 frontier-training scale; confidence low on exact capacity and date. Source: https://newsletter.semianalysis.com/p/xais-colossus-2-first-gigawatt-datacenter

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