日本首相高市早苗在《印度时报》发表的文章中称，打算提出日本和印度具体的合作举措，特别是在经济安全、能源安全以及人工智能等新兴技术领域上的举措。

UK Prime Minister Starmer said any Labour prime minister would support defence spending plans.

In a mid-2026 investor letter, Gao Yuncheng, managing partner and CEO of Jinglin Asset Management, said the firm’s core holdings are concentrated in semiconductors and AI infrastructure as it repositions for AI-driven industry change and global supply-chain realignment. Gao wrote that the deepest market shift over the past six months is not index moves but “intelligence being mass-produced by machines.” He described AI as a new industrial revolution in which energy, broad semiconductor systems, large AI models, data centers and the application layer form a new “intelligent production system.” Gao said valuation frameworks for platform companies based on users, traffic, ad revenue and margins need reassessment; investors should instead prioritise compute efficiency, model capability, data closed loops, AI monetization and CAPEX returns.