惠誉：（关于卡塔尔）从评级观察名单中移除反映了战争对信用状况的影响将需要更长时间才能显现。

London-based AI cloud provider Nscale is seeking up to $3.5 bln in pre-IPO financing, earmarking up to $1.5 bln of convertible bonds to external investors and seeking roughly $2.0 bln in financing support from NVIDIA. Third Point is expected to lead the convertible bond investment while Goldman Sachs is advising on fundraising. The company plans an IPO after the round; earlier reports said the IPO could raise about $3.0 bln. Nscale told investors its total contract value is about $10.3 bln, including a $45.0 bln compute‑supply agreement with ANTHROPIC, and presented illustrative future annual revenue of roughly $18.1 bln and adjusted EBITDA of about $13.6 bln, stressing these are example estimates not formal guidance. It is building a large Microsoft data‑centre campus in Norway, developing a major project in West Virginia, and has purchased about 194,000 NVIDIA Vera Rubin GPUs.

美国总统特朗普：海峡里没有水雷，很多石油正在流出。