Venezuelan state oil company PDVSA expects to sign 105 oil contracts by year-end.

The CPC Central Committee and the State Council issued Opinions on developing new-quality productive capacity, directing accelerated growth of strategic emerging industries including next-generation information technology, new energy, new materials, intelligent connected new-energy vehicles (NEVs), robotics, biomedicine, high-end equipment and aerospace. The document mandates building regionally specialised, complementary industrial clusters to concentrate resources and enterprises, integrate outcomes and deepen product- and industry-level specialisation while avoiding wasteful internal competition. It calls for industry-chain-led, enterprise-centred cross-regional coordination, with eastern regions to support tailored development in central, western and northeastern China. Under a safety premise, it endorses orderly expansion of the low-altitude economy and commercial space activities.

Dell'Oro预计，2026–2030年全球需新增部署约200GW数据中心电力，使总容量从2025年的50–60GW升至2030年的约250GW，其中60–70%集中在北美。电力可获得性已成为行业增长和收入确认的首要门槛——电力、许可、站点间互联与客户准备程度，正共同决定设备何时能被验收并计入收入。也就是说，AI基建的瓶颈已经从芯片采购前移到电力落地，设备商的收入节奏受制于电网进度。针对这一约束，第三方研究机构Dell'Oro预计行业将逐步降低对传统电网的依赖：未来五年现场发电可能达到总电力部署的约30%，原因是超大规模厂商追求上市速度、并试图绕开电网扩张的监管瓶颈。 网络架构层面，Dell'Oro认为跨区域扩展方案可以通过在地理分散的园区之间调配AI算力，部分缓解电力约束；其判断阿里斯塔网络基于Jericho的架构在长距离部署中竞争优势明显，是TAM扩张和新客户获取的驱动因素，HPE Juniper、思科与诺基亚也保持强势地位。