美銀預計，超大規模雲廠商2026年資本開支將超過8600億美元，同比增長約80%；2027年進一步接近1.2萬億美元，增長約38%。微軟、甲骨文、AWS和谷歌的雲業務積壓訂單合計超過2.3萬億美元，環比增長16%，爲未來投資提供了較高能見度。 此外，本輪AI基礎設施擴張將主要帶動計算、存儲、半導體設備、功率半導體和光通信需求。隨着AI智能體和推理應用擴大，服務器對HBM、DRAM及SSD的配置需求將持續提高，存儲需求增速可能快於GPU出貨。 與此同時，資本開支超過經營現金流將壓制科技巨頭的自由現金流，但相關企業仍可通過債務和股權市場融資。美銀將本輪擴張視爲持續數年的基礎設施建設週期，並認爲雲訂單增長正在提高AI投資回報的可見度。

On Aug 3, Mohsen Rezaei, military adviser to Iran’s Supreme Leader, told media Iran will not permit the United States to open any non‑Iranian shipping lanes in the Strait of Hormuz and would regard US warships deployed on such illegal routes as targets. He added Iran had prepared strikes on three sites in Ukraine but called them off after Ukraine apologized.

On Aug 3, Ukrainian President Zelenskiy signed a presidential decree, published on the presidential website, dismissing Ukraine's ambassador to the United States, Stefanishyna. The decree also removed Omelichenko as ambassador to France and concurrent permanent representative to UNESCO, and appointed Lialina‑Boiko as Ukraine's permanent representative to UNESCO. Additional dismissals include Ukraine's ambassadors to Tunisia (also accredited to Libya), Austria, Tajikistan, Kyrgyzstan and the ambassador to Singapore (also accredited to Brunei).