AI正在把半導體行業從“6000億—8000億美元級別市場”，快速推向“1.5萬億—2萬億美元級別市場”。世界半導體貿易統計組織(WSTS)預計，2026年全球半導體市場規模將達1.51萬億美元，同比增長近90%，2027年有望進一步升至1.9萬億美元，隨後增速將放緩進入平臺期，而AI需求仍是本輪半導體景氣上行的核心驅動力。

NVIDIA CEO Jensen Huang said AI has reduced engineers' time spent typing code; they are now focused on building intelligent agents, developing benchmarks and putting safety guardrails in place. He said his software engineers "would rather build agents than write Python code," and that agents should handle tedious tasks, a shift that requires imagination, creativity and substantial technical support. Huang rejected the idea that AI merely replaces workers, saying bringing AI into the world requires an enormous amount of work, which in turn creates many new jobs and roles.

Axios reports the U.S. military is conducting strikes against Iran.