摩根大通可持續投資研究團隊預計，數據中心將成爲未來幾年美國電力需求增長的主要來源，其用電量可能由2024年的約200TWh增至2035年的640TWh，新增需求約60%將由天然氣滿足。天然氣能夠提供穩定電力，建設和審批速度相對較快，預計仍是數據中心中期最常用的表後供電（BTM）方案。 可再生能源與儲能主要依靠成本和建設速度擴大份額，電池成本下降後，部分地區的風光儲組合已接近化石能源成本，但供應鏈集中度仍是制約。下一代地熱的長期潛力較大，美國能源部估計其市場空間到2050年最高可擴至約100GW。同時，核電的落地節奏最慢。BNEF預計美國未來十年僅新增13.7GW核電，未來十年的供電組合將更依賴天然氣、可再生能源與儲能，地熱提供潛在補充，核電的大規模貢獻可能要等到2030年代中期以後。

China's Sugon said it has launched the scaleFabric Token acceleration system, enabling the first large-scale domestic deployment of IBGDA. Built on native lossless RDMA networking, scaleFabric creates a tightly coupled compute–memory–network token-acceleration channel and supports GPU-initiated network communication via IBGDA; the technology has been validated in clusters at the ~100,000‑card scale. Sugon said scaleFabric has been adapted to DeepEP and other communication frameworks and uses IBGDA and storage passthrough to boost token transfer efficiency, offering a new high-speed interconnect option for China’s domestic large AI models.

IMF says the energy shock from the Middle East war is not over; global debt pressures are rising and the disinflation process has stalled.