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Korean battery makers seen delivering Q3 earnings surprise on higher ESS shipments, AMPC boost

Korean battery cell makers are expected to post third-quarter operating profit above market forecasts, helped by rising energy storage system shipments in North America that increase production subsidies under AMPC and by one-off income such as customer compensation. Industry expectations are for profits to rise from the previous quarter despite weak European EV battery shipments and a lower exchange rate. The pace of recovery may differ by company depending on when North American ESS lines start operating.

AI & Enterprise

How to assign legal liability for unpredictable AI? Dilemma grows

Debate is growing over who should bear legal responsibility when AI systems cause harm, as recent incidents involving AI models from OpenAI and Anthropic revived the question. Some prominent figures argue AI companies should be liable under existing consumer protection laws. Legal actions and political calls are increasing, but experts warn that applying intent-based legal standards to autonomous AI may be difficult, especially for open-source models and inherently unpredictable behaviour.

AI & Enterprise

Microsoft starts preorders for Surface Laptop Ultra with Nvidia AI chip

Microsoft unveiled its new Surface Laptop Ultra at an event in San Francisco, featuring an Nvidia AI chip. The laptop is now available for preorder and will begin shipping on Oct. 16, with prices starting at $2,599. It includes one magnetic USB-C port similar to Apple MagSafe and two standard USB-C ports. Microsoft said it is designed to run more AI tasks on-device. Executives also discussed Nvidia GPU performance and Meta’s planned Windows AI agent.