伊朗副外长：如果我们允许船只通过霍尔木兹海峡南侧航道，我们对霍尔木兹海峡的主权将沦为海市蜃楼。

On the 28th, Israeli defense minister KATZ said in an interview that US fighter jets and tanker aircraft have been taking off from Israeli military bases to conduct strikes on Iran. He said Iran "is well aware" and claimed Tehran "has been firing at all targets except Israel," arguing this demonstrates Israeli "deterrence."

According to The Information, Google (GOOG.O) last week agreed to backstop up to $44 billion of third‑party data‑center lease payments if tenants default. The amount is up from about $6.5 billion as of end‑September and reflects support for selling Google's TPUs as an alternative to NVIDIA chips to customers including Anthropic. Sources said Alphabet has provided lease guarantees for roughly 2.4 GW of capacity across about ten projects; those sites are unfinished and the guarantees are not yet active. Company executives said they expect TPU revenue to exceed the financial obligations created by these guarantees.