Axios reports the memorandum of understanding will be signed electronically and the US will release the text. No final decision has been made on an early signing of a US-Iran agreement.

China's AI compute surge is driving demand for high-speed optics. Several domestically designed, supercomputing/data-center‑grade optical-communication chips have completed process validation and are entering mass production and delivery, narrowing the supply gap in high-end optical chips. Optical fiber makers report rapid demand: a Wujiang (Suzhou) producer said fiber sales are up >35% YoY, orders are almost full, the firm is prioritizing large clients, and planned capacity is allocated through Q1 2027.

US President Trump said he will discuss Nile River issues at a meeting in Egypt.