SK集團董事長崔泰源：Anthropic已決定自行開發“計算能力”。

寧德時代：上半年實現淨利潤432.84億元，同比增長41.98%。

Morgan Stanley says Intel has raised its full-year capital expenditure outlook to about $20bn from roughly $15bn and expects next-year spending to be materially higher; MS models roughly $30bn of capex in FY2027. The firm warns investor enthusiasm depends on confidence in long-term returns from the investments. Intel should benefit from AI demand that relies on its CPUs, supporting some server growth, but MS cautions server profitability partly requires continued supply tightness — abundant CPU supply could trigger share loss and price pressure.