Cathay Sustainable High Dividend ETF (00878.TW) went ex-dividend on Aug. 18 with a quarterly distribution of NT$1.01 per beneficial unit, its highest since listing, lifting the payout for one lot to NT$1,010 and benefiting 1.64 million unitholders ahead of Sept. 11 payment. The ETF briefly traded below its ex-dividend reference price of NT$32.74, touching NT$32.53 amid Taiwan index futures settlement and broader market volatility, even as the new payout marked a 53.03% increase from the prior quarter's NT$0.66 and implied an annualized distribution yield of about 11.94% based on last Friday's NT$33.85 net asset value. Cathay Securities Investment Trust said the fund spans technology, financials, telecommunications and traditional industries, while cautioning that although the long-term AI trend remains intact, investors should watch valuations, sector rotation and near-term share price swings after a strong rally in tech stocks. Separately, Anthropic's annualized revenue run rate climbed past $65 billion by end-July, up from $47 billion in May and more than seven times the roughly $9 billion at end-2025, according to people familiar with the matter. Preliminary Q2 revenue topped $11.5 billion versus $787 million a year earlier and $4.73 billion in Q1, while positive adjusted operating income suggested early operating leverage despite heavy spending on compute infrastructure. The growth has been driven by enterprise adoption of Claude Code, an AI coding tool that can access repositories, modify files and execute commands, turning model use into continuous, token-intensive workflows. Anthropic completed a $65 billion Series H round in May at a $965 billion post-money valuation, confidentially filed for an IPO with the SEC (U.S. securities regulator) in June, and could list as early as this fall. Investors are weighing that momentum against risks including model price competition, regulation, high AI infrastructure costs and whether fast revenue growth can translate into durable profitability.