Germany's digital minister Karsten Wilderberg said surging AI demand is tightening compute supply and that the government plans to quadruple compute capacity by the end of the decade and double data centre capacity to about 6 GW by 2030. He said Berlin will seek to speed up data-centre permitting. Wilderberg, who has driven digital policy since Chancellor Merz established a dedicated tech unit, framed the push as part of bolstering European digital sovereignty; by contrast, estimates put US data

China's Shanghai Composite closed up 1.13%, the Shenzhen Component rose 1.50% and the ChiNext gained 1.71%. Turnover on the Shanghai-Shenzhen market expanded to 2.13 trillion yuan, up 317.2 billion yuan from the prior session. Electronic components and semiconductor-related stocks outperformed, with component names such as Tianjin Prin, Jin'an Guoji, Xiehe Electronics and Jialichuang hitting daily limit-ups and several others posting double-digit gains. The semiconductor cluster extended gains, with multiple stocks reaching limit-up. Seed industry stocks also surged—Wanxiang Denong lapped a third consecutive limit-up while other seed names recorded limit-ups or strong double-digit rises. Banks underperformed; Zheshang Bank and Changshu Bank fell more than 2%, while Minsheng Bank, Bank of Chongqing and Huaxia Bank declined.

Spot gold touched $4,610/oz, up 0.34% on the day.