歐洲央行管委內格爾：歐洲央行在七月會議上對所有選項保持開放。

德國政府發言人：伊朗協議可爲全球經濟復甦鋪平道路。

TrendForce's latest silicon photonics research says rapid expansion in AI training and inference is driving data centers toward higher power, density and larger-scale clusters, boosting energy costs from data movement and prompting cloud service providers to elevate interconnect technology to strategic parity with compute. TrendForce warns interconnect architecture is now a key determinant of AI-factory expansion speed, energy efficiency and supply-chain control, and forecasts co-packaged optics (CPO) and near-package optics (NPO) market value to jump from roughly $100 mln in 2025 to more than $39 bln by 2030.