According to BlockBeats, on September 7th, Anwar Gargash, advisor to the UAE president, stated on Monday that the UAE is actively developing alternative energy export and trade routes to ensure its core economic interests are not "hijacked" by the conflict between the US and Iran. He emphasized, "Our energy exports will not be held hostage, and our trade and economic activities will never be subject to others."

Gargash stated that freedom of navigation is not a concession that can be made, nor is it a principle that can be renegotiated under pressure. Any long-term solution must establish a reliable security guarantee mechanism to prevent Iran from attacking Gulf states again.

Amid the blockade of the Strait of Hormuz and attacks on their own soil and oil tankers, the UAE and Qatar on the same day called on Gulf states to enhance their security capabilities. Qatari Foreign Ministry spokesman Majid Ansari stated that while the strategic partnership with the United States is important, "it is not enough," and Gulf states need to achieve greater self-sufficiency in the security field.

Gargash stated that relations between the UAE and Iran can ultimately be restored, but rebuilding political trust after this attack could take decades. He also said that Gulf states can no longer assume that external allies will always prioritize their security.

According to Beating AI News, the release of OpenAI's latest flagship model, Astra, has reignited market enthusiasm for AI infrastructure, with memory chips being the first sector to benefit. US semiconductor stocks rallied collectively on Friday, with Micron Technology rising over 6% and SanDisk gaining nearly 12%. On Monday, Asian markets continued the upward trend, with SK Hynix rising approximately 8%, Samsung Electronics over 5%, and Kioxia up approximately 10%.

Analysts believe that as the capabilities of cutting-edge AI models continue to improve, the demand for computing power will further increase, and bottlenecks in storage and networking may be exacerbated. HBM and DRAM are expected to once again become important drivers of AI infrastructure transactions. Goldman Sachs and Morgan Stanley predict that global AI capital expenditure will reach $1.3 trillion to $1.5 trillion in 2027, with more than half of that likely going towards memory infrastructure development.

Charu Channa, chief investment strategist at Saxo Bank, said the launch of Astra further supports the continued growth in AI spending, and the increasing computing power demand for cutting-edge models will benefit memory chip manufacturers such as SK Hynix and Samsung Electronics.

As AI models become more powerful, the "computing power trading" that focuses solely on GPUs is spreading to "storage trading" such as HBM and DRAM. Storage chips may become an important beneficiary of the new round of AI infrastructure investment.