按模型估计，每100美元AI资本开支中，半导体芯片占50美元，其中加速器25美元、存储芯片15美元，构成最大支出来源；网络设备占15美元，两者合计占总投入的65%。电力系统占20美元，其中并网接入与独立发电占10美元，凸显稳定供电对数据中心扩张的重要性。制冷及设施建设各占7.5美元，合计15%。整体来看，AI资本开支高度集中于芯片与网络设备，但电力、散热和建设配套同样构成不可忽视的投资需求。随着算力集群规模扩大，电网接入周期、供电能力与散热效率可能成为制约建设进度的关键因素。

Trump said the US is holding productive talks with the Islamic Republic of Iran and will not attack Iran at any time before the US midterm elections on November 3. He said the blockade will remain fully in place and effective, described Iran as economically and militarily weak, noted 22 million barrels transited the Strait of Hormuz last night—none from or bound for Iran—and said Iran will not have nuclear weapons.

Venezuela interim president Rodriguez expects Q3 2026 economic growth of 6.5%.