Ant Group’s embodied-AI unit Ant Lingbo Technology may seek independent financing, marking a shift from full in-house incubation toward external capital markets. People familiar with the matter said the move is driven by internal resource pressure as Ant Group’s large AI investments are squeezing compute budgets.

Alan El of the Middle East Institute said an agreement is not guaranteed, but if one is reached Oman and Gulf Cooperation Council states could accept Iran charging a symbolic transit fee for passage through the Strait of Hormuz, at least initially. He said the Trump administration would likely agree to such terms to cut losses and withdraw, framing the deal as an Iranian pledge not to pursue nuclear weapons. The most realistic outcome, he added, would see Iran obtain short-term administrative control of the strait as part of an arrangement with Oman and GCC states.

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