Dell shares (DELL.N) rose over 5%.

On Wednesday Japan's Nikkei 225 rose 0.35% after earlier losses; the broader TOPIX gained about 0.24%. Nomura equities strategist Maki Sawada said a multi‑billion‑dollar Verizon‑Corning deal to supply high‑density fiber for AI infrastructure lifted confidence in Fujitsu and other Japanese cable makers, helping semiconductor- and AI-related stocks and adding to the Nikkei's gains. The market was also influenced by a firmer yen as investors priced a higher chance the BOJ could accelerate rate tightening as early as next week's meeting; the yen traded near a seven‑month high. A Sony Financial Group analyst said markets appear to have largely priced in yen appreciation and that, once initial selling pressure eases, flows are likely to turn to buy‑the‑dip.

研究机构Digitimes报告指出，随着大型科技公司加大定制AI芯片支出，竞争正转向连接日益复杂的计算系统的网络技术。AI基础设施正向多架构模式发展，GPU和专有AI加速器共存，推动对先进互联技术的需求增长。这一转变将为供应链各环节创造机会，从交换机和互联芯片制造商到线缆、连接器和光学组件供应商，尤其是在台湾硬件生态系统中。