Fidelity Ethereum Spot ETF has been listed on the DTCC website

Goldman Sachs has raised its forecast for US data center construction spending against the trend, increasing the 2026 projection from $67 billion to $80 billion and, for the first time, projecting $125 billion for 2028. Despite the market panic caused by Texas's moratorium, Goldman Sachs believes this is essentially a delay rather than a termination, and the overall construction cycle remains resilient. However, highly leveraged developers face substantial risks from rising financing costs and contract cancellations.

According to reports on Friday, Microsoft has gradually closed down its rented computing resources from Oracle in recent months because Oracle's servers are equipped with older-generation Nvidia chips, which do not meet Microsoft's technical specifications. Oracle's stock price turned negative, at one point dropping more than 5%. Oracle emphasized that demand for AI infrastructure remains strong, including demand for earlier-generation GPUs. On Thursday, it was reported that Microsoft is reconsidering its "New Cloud" partnership due to delivery delays and high costs.