Dell'Oro預計，2026–2030年全球需新增部署約200GW數據中心電力，使總容量從2025年的50–60GW升至2030年的約250GW，其中60–70%集中在北美。電力可獲得性已成爲行業增長和收入確認的首要門檻——電力、許可、站點間互聯與客戶準備程度，正共同決定設備何時能被驗收並計入收入。也就是說，AI基建的瓶頸已經從芯片採購前移到電力落地，設備商的收入節奏受制於電網進度。針對這一約束，第三方研究機構Dell'Oro預計行業將逐步降低對傳統電網的依賴：未來五年現場發電可能達到總電力部署的約30%，原因是超大規模廠商追求上市速度、並試圖繞開電網擴張的監管瓶頸。 網絡架構層面，Dell'Oro認爲跨區域擴展方案可以通過在地理分散的園區之間調配AI算力，部分緩解電力約束；其判斷阿里斯塔網絡基於Jericho的架構在長距離部署中競爭優勢明顯，是TAM擴張和新客戶獲取的驅動因素，HPE Juniper、思科與諾基亞也保持強勢地位。

Three sources said the aircraft involved at Riyadh Airport in Saudi Arabia is believed to have been empty. Earlier reports said a parked aircraft at the airport was emitting heavy smoke.

The euro held near early-Thursday European-session lows after steep midweek losses as officials from the European Central Bank (ECB) and Bank of England (BoE) prepare to speak and the ECB publishes its September meeting minutes later in the day. U.S. initial jobless claims and August wholesale inventories are also due. A widening French-German sovereign yield spread and growing market doubts about the ECB's ability to tighten further weighed on the currency: EUR/USD fell more than 0.5% toward a 17-month low near 1.1160, EUR/JPY was down about 0.6%, and EUR/GBP logged a ninth straight session of losses. The Federal Reserve's September minutes showed a majority of policymakers said another rate hike may still be needed before year-end and highlighted rising concerns about upside inflation risks, economic resilience, and strong AI-driven investment that could add demand-side pressure.