France's state-owned utility EDF has signed a €4 billion loan agreement.

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。

Iran's Islamic Revolutionary Guard Corps navy said hours earlier it struck a large LPG tanker, NV Sunshine, while the vessel was attempting to transit what the IRGC described as an 'illegal route' through the southern Strait of Hormuz; the ship was reported to have caught fire. The IRGC said it is responsible for managing the strait, will oppose what it described as 'aggressive forces' operating in the area, and blamed the US military for escalating regional maritime tensions.