Taiwan August seasonally adjusted CPI MoM +0.13% (July +0.18%).

1. 消息称英特尔CPU将再涨价10%。 2. 华为时隔六年再次发布高性能芯片。 3. 中美未来几周将举行人工智能对话？外交部：双方就AI问题保持沟通。 4. 工信部：到2030年信息基础设施累计投资3.8万亿元，智能算力规模达9800EFLOPS。 5. 工信部：有序部署万卡、十万卡及以上智算集群，加大力度适配国产算力芯片。 6. GPT-6 Astra零失误通关“我不是机器人”验证码游戏。 7. 字节跳动将推出实时空间视频生成AI模型。 8. OpenAI首席科学家警告AI发展过快 称现在需要“极度谨慎”。 9. 三星SDS携手OpenAI、Anthropic全面布局AI转型。 10. 国际金融机构认为AI热潮掩盖美国经济风险上升趋势。 11. 英国国王拟举办高规格AI会议，黄仁勋、哈萨比斯受邀。 12. Firmus与OpenAI达成多年期合作，将在马来西亚部署AI算力。 13. 据悉Anthropic放弃收购Decart AI，但仍可能寻求其他合作。

South Korea expects a substantial rise in power demand over coming years as Samsung Electronics and SK Hynix expand chip capacity and the country builds new AI data centers, the energy minister said. AI load alone could add about 25–30 GW. The government will publish a revised long-term energy plan next month, extending the planning horizon two years to 2040; a key question is whether to approve additional nuclear reactors. If the extra 25–30 GW were supplied entirely by nuclear under current domestic reactor designs, that would imply roughly 20 new reactors; South Korea currently operates 26 reactors.