Capacity development

Taiwan rebuffs China’s hacking claims as disinformation

Taiwan has rejected accusations from Beijing that its ruling party orchestrated cyberattacks against Chinese infrastructure. Authorities in Taipei instead accused China of spreading false claims in an effort to manipulate public perception and escalate tensions.

On Tuesday, Chinese officials alleged that a Taiwan-backed hacker group linked to the Democratic Progressive Party (DPP) had targeted a technology firm in Guangzhou.

They claimed more than 1,000 networks, including systems tied to the military, energy, and government sectors, had been compromised across ten provinces in recent years.

Taiwan’s National Security Bureau responded on Wednesday, stating that the Chinese Communist Party is manipulating false information to mislead the international community.

Rather than acknowledging its own cyber activities, Beijing is attempting to shift blame while undermining Taiwan’s credibility, the agency said.

Taipei further accused China of long-running cyberattacks aimed at stealing funds and destabilising critical infrastructure. Officials described such campaigns as part of cognitive warfare designed to widen social divides and erode public trust within Taiwan.

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OpenAI expands in Asia with new Seoul branch

OpenAI is set to open a new office in Seoul, responding to surging demand for its AI tools in South Korea—the country with the second-highest number of paid ChatGPT subscribers after the US.

The move follows the establishment of a South Korean unit and marks OpenAI’s third office in Asia, following Tokyo and Singapore.

Jason Kwon, OpenAI’s chief strategy officer, said Koreans are not only early adopters of ChatGPT but also influential in how the technology is being applied globally. Instead of just expanding user numbers, OpenAI aims to engage local talent and governments to tailor its tools for Korean users and developers.

The expansion builds on existing partnerships with local firms like Kakao, Krafton and SK Telecom. While Kwon did not confirm plans for a South Korean data centre, he is currently touring Asia to strengthen AI collaborations in countries including Japan, India, and Australia.

OpenAI’s global growth strategy includes infrastructure projects like the Stargate data centre in the UAE, and its expanding footprint in Asia-Pacific follows similar moves by Google, Microsoft and Meta.

The initiative has White House backing but faces scrutiny in the US over potential exposure to Chinese rivals.

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Google aims for profit with new AI Search

At its annual developer event, Google I/O, Google unveiled a new feature called AI Mode, built directly into its core product, Google Search.

Rather than being a separate app, AI Mode integrates a chatbot into the search engine, allowing users to ask complex, detailed queries and receive direct answers along with curated web links. Google hopes this move will stop users from drifting to other AI tools instead of its own services.

The launch follows concerns that Google Search was starting to lose ground. Investors took notice when Apple’s Eddy Cue revealed that Safari searches had dropped for the first time in April, as users began to favour AI-powered alternatives.

A decline like this led to a 7% drop in Alphabet’s stock, highlighting just how critical search remains to Google’s dominance. By embedding AI into Search, Google aims to maintain its leadership instead of risking a steady erosion of its user base.

Unlike most AI platforms still searching for profitability, Google’s AI Mode is already positioned to make money. Advertising—long the engine of Google’s revenue—will be introduced into AI Mode, ensuring it generates income just as traditional search does.

While rivals burn through billions running large language models, Google is simply monetising the same way it always has.

AI Mode also helps defend Google’s biggest asset. Rather than seeing AI as a threat, Google embraced it to reinforce Search and protect the advertising revenue it depends on.

Most AI competitors still rely on expensive, unsustainable models, whereas Google is leveraging its existing ecosystem instead of building from scratch. However, this gives it a major edge in the race for AI dominance.

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ACAI and Universal AI University partner to boost AI innovation in Qatar

The Arab Centre for Artificial Intelligence (ACAI) and India’s Universal AI University (UAI) have partnered through a Memorandum of Understanding (MoU) to accelerate the advancement of AI across Qatar and the broader region. That collaboration aims to enhance education, research, and innovation in AI and emerging technologies.

Together, ACAI and UAI plan to establish a specialised AI research centre and develop advanced training programs to cultivate local expertise. They will also launch various online and short-term educational courses designed to address the growing demand for skilled AI professionals in Qatar’s job market, ensuring that the workforce is well-prepared for future technological developments.

Looking forward, the partnership envisions creating a dedicated AI-focused university campus. The initiative aligns with Qatar’s vision to transition into a knowledge-based economy by fostering innovation and offering academic programs in AI, engineering, business administration, environmental sustainability, and other emerging technologies.

The MoU is valid for ten years and includes provisions for dispute resolution, intellectual property rights management, and annual reviews to ensure tangible and sustainable outcomes. Further detailed implementation agreements are expected to formalise the partnership’s operational aspects.

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AI to disrupt jobs, warns DeepMind CEO, as Gen Alpha faces new realities

AI will likely cause significant job disruption in the next five years, according to Demis Hassabis, CEO of Google DeepMind. Speaking on the Hard Fork podcast, Hassabis emphasised that while AI is set to displace specific jobs, it will also create new roles that are potentially more meaningful and engaging.

He urged younger generations to prepare for a rapidly evolving workforce shaped by advanced technologies. Hassabis stressed the importance of early adaptation, particularly for Generation Alpha, who he believes should embrace AI just as millennials did the internet and Gen Z did smartphones.

Hassabis also called on students to become ‘ninjas with AI,’ encouraging them to understand how these tools work and master them for future success. While he highlighted the potential of generative AI, such as Google’s new Veo 3 video generator unveiled at I/O 2025, Hassabis also reminded listeners that a solid foundation in STEM remains vital.

He noted that soft skills like creativity, resilience, and adaptability are equally essential—traits that will help young people thrive in a future defined by constant technological change. As AI becomes more deeply embedded in industries from education to entertainment, Hassabis’ message is clear – the next generation must balance technical knowledge with human ingenuity to stay ahead in tomorrow’s job market.

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Nvidia unveils cheaper AI chip for China

Nvidia is preparing to launch a lower-cost AI chip for China that complies with US export restrictions, with mass production expected to begin as early as June.

The upcoming GPU will be based on the latest Blackwell architecture but will carry reduced specifications compared to the recently restricted H20 model. It is expected to sell for $6,500 to $8,000, significantly cheaper than the $10,000–$12,000 H20, reflecting its simpler design and less advanced components.

Sources say the new chip, likely named either the 6000D or B40, will use GDDR7 memory instead of high-bandwidth memory and will avoid Taiwan Semiconductor Manufacturing Co’s CoWoS packaging technology.

Nvidia had initially planned to downgrade the H20, but tighter US rules made that unviable. Instead of relying on its older Hopper architecture, the company is shifting to Blackwell for future developments in China.

Nvidia has been forced to adapt repeatedly due to tightening US export restrictions aimed at slowing China’s technological progress. Its market share in China has dropped from 95% before 2022 to around 50% today, as competitors like Huawei gain ground with chips like the Ascend 910B.

CEO Jensen Huang noted that continuing restrictions could further drive Chinese firms towards domestic alternatives, cutting Nvidia off from more of the $50 billion data centre market.

Huang also revealed that US curbs have forced Nvidia to write off $5.5 billion in inventory and abandon $15 billion in potential sales. New limits now target GPU memory bandwidth, a key factor for AI performance, capping it at around 1.8 terabytes per second.

The upcoming chip is expected to remain just within this limit, allowing Nvidia to retain a foothold in China instead of exiting the market entirely.

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NotebookLM Improves User Experience With Streamed Answers

Google has updated its AI research assistant, NotebookLM, to display AI responses in real time rather than all at once. This change reduces perceived waiting time by 30 to 40%, according to Simon Tokumine, the product’s lead.

The update follows the tool’s move to using more advanced ‘thinking’ models, which, while more capable, can take longer to generate responses.

NotebookLM, which recently launched mobile apps for iOS and Android, was previously limited to the web. However, the mobile apps currently lack features like Mind Maps and content generation. Still, the new response streaming feature marks a meaningful improvement in user experience.

Additional announcements at Google I/O 2025 include more control over Audio Overviews, allowing users to select shorter or longer summaries based on their preferences. Google also confirmed that Video Overviews are in development, following the positive reception of the audio feature.

While many of these updates are incremental, they reflect Google’s continued investment in refining NotebookLM as a practical, AI-powered research assistant.

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Oracle and OpenAI target AI leadership with massive chip project

Oracle has reportedly acquired around 400,000 Nvidia GB200 AI chips valued at approximately $40 billion for deployment at a data centre in Abilene, Texas.

The location will be the first site of the Stargate project—a $500 billion AI infrastructure initiative backed by OpenAI, Oracle, SoftBank, and Abu Dhabi’s MGX fund, which President Trump announced earlier this year.

Once completed, the Abilene facility is expected to provide up to 1.2 gigawatts of computing power, rivalling Elon Musk’s Colossus project in Memphis.

Although Oracle will operate from the site, the land is owned by AI infrastructure firm Cruso and US investment company Blue Owl Capital, which have collectively invested more than $15 billion through financing.

Oracle will lease the campus for 15 years, using the chips to offer computing power to OpenAI for training its next-generation AI models.

Previously dependent solely on Microsoft’s data centres, OpenAI faced bottlenecks due to limited capacity, prompting it to end the exclusivity agreement and look elsewhere.

While individual investors have committed funds, the Stargate project has not officially financed any facility yet. In parallel, OpenAI has announced Stargate UAE—a 5-gigawatt site in Abu Dhabi using over 2 million Nvidia chips, built in partnership with G42.

A surging demand for AI infrastructure has significantly boosted Nvidia’s market value, with the company reclaiming its top global ranking in late 2024.

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Quandela presents Belenos, a powerful 12-qubit quantum computer

French quantum computing startup Quandela has unveiled Belenos, a 12-qubit photonic quantum computer that it claims delivers 4,000 times more computing power than its predecessor.

The first integrated version is set to be delivered to EuroHPC/GENCI and operated at the CEA’s Très Grand Centre de Calcul (TGCC) before the end of 2025.

Currently, Belenos is accessible via the cloud to over 1,200 researchers across 30 countries in Europe, North America, and Asia.

Instead of relying solely on local deployments, this cloud availability enables researchers to explore hybrid HPC-quantum use cases in fields such as structural mechanics, meteorology, and materials science.

Quandela has ambitious plans to double the qubit count by 2026 with the launch of Canopus. Within three years, the company aims to develop a photonic quantum computer with more than 40 qubits, continuing its focus on systems that avoid cryogenic cooling by using photonics-based methods instead.

‘Our cloud-accessible Belenos system lets partners work on tasks where computing speed and operations per data point are crucial — areas where competitors fall short,’ said co-founder and CEO Niccolo Somaschi.

The platform is designed for practical applications in machine learning and at the AI-quantum interface, which Quandela views as strategically vital sectors for the future.

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Nvidia recovers as DeepSeek fears fade

Earlier this year, Nvidia shares declined following concerns over DeepSeek and the possibility that tech giants might reduce AI-related spending. Worries over export restrictions added to investor unease.

However, Wedbush Securities’ managing director Matt Bryson believes the DeepSeek issue is now firmly behind the company. According to Bryson, DeepSeek — mostly a China-based phenomenon — unexpectedly boosted demand for AI servers, which ultimately benefited Nvidia instead of hurting it.

Another key development is Oracle’s plan to spend around $40 billion on Nvidia’s GB200 chips to power OpenAI’s new data centre.

Bryson suggested this is part of a broader trend among hyperscalers like Oracle and Crusoe, which recently secured funding to build new facilities. He expects this spending to appear in Nvidia’s earnings as early as Q2 or Q3, instead of being delayed until the next chip generation, the GB300.

Looking ahead, investors remain focused on whether major tech firms will sustain their AI investment. Bryson pointed out that recent earnings reports from companies like Microsoft, Alphabet, and Meta show they remain committed to high capital expenditures.

Instead of retreating, Big Tech appears set to continue driving demand for AI infrastructure, which supports Nvidia’s long-term prospects.

Bryson also noted a significant new factor in AI growth: sovereign deals from countries such as Saudi Arabia and the UAE. He emphasised that the UAE’s expected chip purchases may even surpass Oracle’s.

The new demand, combined with increasing investments in AI-powered edge products — such as those hinted at by OpenAI’s collaboration with Jony Ive — signals that AI spending beyond 2025 will remain strong instead of slowing.

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