据阿曼国家通讯社：阿曼官方原油价格今日定为每桶69.29美元，交割期为9月。

SemiAnalysis founder Dylan Patel said on a podcast that AI infrastructure faces a multi-year structural shortage in storage, with 2–3x upside potential. He said agents and reinforcement learning have raised CPU demand but vendor pricing appears elevated and recent CPU growth largely reflects historical catch-up; CPUs still represent far less absolute value in AI servers than GPUs. Patel said large-scale deployment of co-packaged optics (CPO) has been delayed to late‑2028 into 2029, extending the demand window for copper-cable connectors.

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