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Iranian Foreign Ministry spokesman: The flight routes under negotiation are aimed at ensuring the sovereign rights and national security considerations of both Iran and Oman.

2026-08-05

Iranian Foreign Ministry spokesman: The flight routes under negotiation are aimed at ensuring the sovereign rights and national security considerations of both Iran and Oman.

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2026-08-04

[Japanese Government Plans to Test Autonomous Trucks, Testing to Include Regular Roads] According to Japanese media reports, the Japanese government plans to conduct commercial testing of autonomous trucks, with test routes covering not only highways

[Japanese Government Plans to Test Autonomous Trucks, Testing to Include Regular Roads] According to Japanese media reports, the Japanese government plans to conduct commercial testing of autonomous trucks, with test routes covering not only highways but also regular roads to enable autonomous transportation between specific logistics bases. The government will finalize the test routes and participating companies by the end of fiscal year 2026. Because driving on regular roads requires a higher level of technical capability than on highways, the Japanese government believes that conducting tests on regular roads is crucial for building a logistics network that utilizes autonomous trucks for long-distance transportation.
2026-08-04

Bank of America projects that hyperscale cloud vendors' capital expenditures will exceed $860 billion in 2026, representing a year-on-year increase of approximately 80%; and further approach $1.2 trillion in 2027, an increase of approximately 38%. Th

Bank of America projects that hyperscale cloud vendors' capital expenditures will exceed $860 billion in 2026, representing a year-on-year increase of approximately 80%; and further approach $1.2 trillion in 2027, an increase of approximately 38%. The combined order backlog for cloud businesses from Microsoft, Oracle, AWS, and Google exceeds $2.3 trillion, a 16% quarter-on-quarter increase, providing high visibility for future investments. Furthermore, this round of AI infrastructure expansion will primarily drive demand for computing, storage, semiconductor equipment, power semiconductors, and optical communications. As AI agents and inference applications expand, server demand for HBM, DRAM, and SSD configurations will continue to increase, with storage demand growth potentially outpacing GPU shipments. Meanwhile, capital expenditures exceeding operating cash flow will suppress the free cash flow of tech giants, but these companies can still raise funds through debt and equity markets. Bank of America views this expansion as a multi-year infrastructure construction cycle and believes that the growth in cloud orders is increasing the visibility of AI investment returns.
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