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On August 15, Iran's Foreign Minister stated that Qatar and Pakistan are exchanging information with us, but this does not constitute negotiations. Talks between Iran and Oman are being conducted independently, focusing on maritime routes in the Strait of Hormuz. Iran has not yet decided to resume negotiations with the United States. (Jinshi)

On August 15, NVIDIA submitted a filing to the U.S. Securities and Exchange Commission (SEC) disclosing that as of the end of June this year, the company holds approximately 123 million shares of SpaceX, with a book value nearing $21 billion. According to the filing, due to fluctuations in SpaceX's stock price following its public listing, NVIDIA's current stake is valued at about $17 billion. This disclosure indicates that NVIDIA has further deepened its capital connections with core clients and companies in the AI industry chain through its investment strategy. It is reported that NVIDIA previously completed an investment in Elon Musk's AI company xAI in January of this year, which was later merged with SpaceX; this stake is seen as a significant return from that investment. SpaceX CEO Elon Musk has previously stated that SpaceX's data centers will establish an exclusive partnership with NVIDIA, utilizing NVIDIA's latest Vera Rubin architecture for AI infrastructure development. In recent years, NVIDIA has significantly increased its investments in the AI industry, having invested over $100 billion in various AI companies and cloud computing startups, including CoreWeave, Thinking Machines, and Safe Superintelligence. Additionally, SpaceX is planning to substantially expand its computing capabilities, with expectations to scale its data centers to nearly 10GW by the end of 2027, further promoting AI infrastructure development. The market believes that NVIDIA is leveraging its position as the world's largest company by market capitalization to build an ecosystem encompassing chips, data centers, and AI applications through investments, supply chain collaborations, and financing support.

On August 15, Israeli media reported that Iran is rebuilding its ballistic missile arsenal at a pace far faster than previously predicted by the Israeli military and Mossad. Israeli officials had originally expected that the recovery of Iran's missile stockpile would not be so rapid following the war, but the current speed of recovery has left them astonished.