Musk faces growing competition in satellite internet

Elon Musk’s Starlink network is facing increasing competition in the satellite internet market, particularly from SpaceSail, a Shanghai-based company backed by the Chinese government, and Amazon’s Project Kuiper. SpaceSail is expanding rapidly, having entered Brazil in November and begun operations in Kazakhstan by January. Meanwhile, Brazil is also in talks with Project Kuiper and Canada’s Telesat to diversify its options for providing high-speed internet to remote areas.

SpaceSail plans to launch 648 low Earth orbit (LEO) satellites this year, with the ambition of deploying up to 15,000 by 2030. This move aims to compete directly with Starlink, which currently operates around 7,000 satellites but plans to increase its constellation to 42,000 by the end of the decade. China’s push into satellite internet is part of its broader strategy to dominate space and digital technologies, which has raised concerns among Western governments, particularly regarding Beijing’s potential to extend its censorship and surveillance reach globally.

China’s rapid expansion in satellite technology, supported by state funding and military research, has intensified. It has launched 263 LEO satellites in the past year alone, and researchers are focusing on low-latency systems to compete with Starlink’s capabilities. The Chinese government is also exploring ways to track and monitor satellite constellations, potentially targeting Starlink as a strategic competitor.

As competition in the satellite internet sector intensifies, particularly between the US, China, and other players like Brazil, the geopolitical and military implications of these space technologies are becoming clearer. With nations striving to secure positions in space, experts warn of an increasingly complex and competitive environment.

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Alibaba commits $52 billion to AI and cloud infrastructure

Alibaba has announced plans to invest at least 380 billion yuan ($52.44 billion) in cloud computing and AI infrastructure over the next three years. This significant investment, revealed on Monday, follows the company’s earnings announcement on Friday, where it reported revenue of 280.15 billion yuan for the quarter ending December 31, slightly surpassing analysts’ expectations. The investment in AI and cloud computing will exceed the company’s total spending in these areas over the past decade.

The announcement marks a strategic push for Alibaba in the rapidly growing AI sector, positioning the company as a key player in China’s AI race. This has already paid off in the stock market, with Alibaba’s shares climbing over 68% so far this year, reflecting strong investor confidence. The move also comes as other Chinese tech giants, such as ByteDance, are making similar investments, with ByteDance reportedly allocating over 150 billion yuan this year to enhance its AI capabilities.

This wave of investment underscores the growing importance of AI and cloud computing to China’s tech landscape. It also highlights the competitive race between Chinese firms to dominate these sectors and secure their positions in the global technology arena.

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Amgen expands in India with $200 million investment

US drugmaker Amgen has announced a $200 million investment in a new technology centre in southern India, which will focus on using AI and data science to support the development of new medicines. The centre, located in Hyderabad, is expected to have a workforce of around 2,000 by the end of the year, with 300 employees already on-site. Amgen plans to make additional investments in the coming years as part of its ongoing expansion in India.

Amgen’s decision to invest in India reflects the growing importance of the country in the global pharmaceutical industry, often referred to as the ‘pharmacy of the world.’ The company’s new centre aligns with broader efforts by global pharmaceutical companies to increase their presence in India. The BioAsia conference in Hyderabad will feature executives from major drugmakers, including Amgen, Eli Lilly, and Novartis.

Amgen’s move comes amid heightened cooperation between India and the US, which recently launched discussions for an early trade deal. A key focus of these talks is to promote collaboration in critical and emerging technologies, which includes areas like pharmaceuticals. US officials have praised Amgen’s expansion as a model for how both countries can work together to harness innovation and technology.

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Huawei’s Ren discusses China’s tech growth with Xi

Huawei’s founder Ren Zhengfei told President Xi Jinping that China’s concerns about a lack of domestically developed chips and operating systems have eased, following a meeting with key entrepreneurs. According to Chinese state media, Ren expressed confidence that China would rise faster, thanks to its advancements in technology, particularly in semiconductors and software. The phrase ‘lack of core and soul,’ which refers to the absence of critical technology like chips and operating systems, was first used in 1999 to highlight challenges in China’s information industry.

The meeting, which included prominent founders such as BYD’s Wang Chuanfu and Xiaomi’s Lei Jun, discussed the achievements and growth in sectors like electric vehicles and electronics. Ren’s comments reflected the progress made despite challenges like US sanctions, with Huawei playing a key role in pushing for China’s self-sufficiency. Wang shared how China’s EV industry had grown significantly, while Lei praised Xi’s leadership, stating that under his guidance, any challenges could be overcome.

Other entrepreneurs, including representatives from Will Semiconductor, Unitree Robotics, and New Hope Group, also spoke at the meeting, although details about their comments were not widely disclosed. The meeting was part of a broader push for China to strengthen its technological independence.

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OpenAI’s Operator reaches more global markets amid growing competition

OpenAI has expanded its AI agent, Operator, to ChatGPT Pro subscribers in several new countries, including Australia, Brazil, Canada, India, Japan, Singapore, South Korea, and the UK.

Initially launched in the United States in January, Operator allows users to delegate tasks like booking tickets, making restaurant reservations, filing expense reports, and shopping online.

The tool remains unavailable in the EU, Switzerland, Norway, Liechtenstein, and Iceland.

Operator is currently exclusive to the $200-per-month ChatGPT Pro plan and can only be accessed through a dedicated webpage.

The AI agent operates within a separate browser window, which users can control at any time. OpenAI has announced plans to eventually integrate Operator into all ChatGPT clients, expanding its accessibility.

The AI agent market is becoming increasingly competitive, with Google, Anthropic, and Rabbit developing similar tools. While Google’s project is still waitlisted, Anthropic offers its agentic interface via API, and Rabbit restricts its action model to users of its proprietary device.

OpenAI’s broader rollout of Operator aims to solidify its position in this fast-evolving space.

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Estonia leads the charge in defence tech investment

Estonia, a small Baltic nation with a population of 1.4 million, has emerged as a leader in the rush to fund defence projects in response to Russia’s 2022 invasion of Ukraine. With heightened security concerns in the region, particularly among the Baltic states that share a border with Russia, Estonia has leveraged its thriving tech sector to fuel investment in defence technologies. The war has created an urgent need for innovation, prompting tech entrepreneurs such as Sten Tamkivi, a former Skype executive, to direct investment towards defence, European sovereignty, and security solutions.

Estonia’s role in supporting emerging defence companies is made possible by the country’s strong network of tech unicorns and wealthy entrepreneurs. With companies like Skype, TransferWise, and Bolt originating from Estonia, local tech executives have the financial resources to invest in critical military technologies. Moreover, Estonia’s proximity to Ukraine allows for rapid collaboration on the frontlines, testing new technologies such as AI-driven defence tools and drones. This has positioned the country as a central player in Europe’s defence tech landscape, with the number of defence-focused funding rounds in Eastern Europe growing sharply since the war began.

Across Central and Eastern Europe, the growing interest in defence tech is evident, with funds like Presto Ventures in Prague also tapping into the sector. The Czech Republic has launched initiatives to support small enterprises in defence, while Estonia has introduced a 100 million euro fund to support the development of its own defence tech ecosystem. Estonia’s longer-term goal is to reach 2 billion euros in defence tech revenue by 2030, focusing on disruptive, offensive technologies.

The region’s defence tech startups are benefiting from a shift in investor sentiment, with venture capital pouring into areas like AI, quantum computing, and cybersecurity. Despite initial doubts about the sector’s growth, the continuing conflict in Ukraine has ensured that defence technology remains a critical priority.

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Figure shifts focus to home robotics with new Helix AI

Figure has introduced Helix, a new Vision-Language-Action (VLA) model designed to enhance the capabilities of humanoid robots in complex environments like homes.

The announcement follows the company’s decision to end its collaboration with OpenAI and highlights its growing focus on creating robots that can respond to natural language prompts and adapt to dynamic household settings.

Helix integrates visual data and language commands, enabling robots to understand tasks and execute them in real time. It demonstrates advanced object generalisation, allowing robots to handle thousands of unfamiliar household items simply through verbal instructions.

Designed to control multiple robots simultaneously, Helix can coordinate complex tasks, such as transferring items between robots and organising objects within a home.

While home robotics presents unique challenges due to unpredictable layouts and varying environments, Figure aims to overcome these hurdles through Helix’s adaptive learning capabilities.

By moving away from time-consuming manual programming, the company is working towards making humanoid robots more accessible and practical for domestic use. Although the project remains in its early stages, the Helix model represents a significant step towards bridging the gap between industrial robotics and home applications.

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Brazil slaps X with $1.42 million fine for noncompliance

Brazil‘s Supreme Court Justice Alexandre de Moraes has fined social media platform X, owned by Elon Musk, 8.1 million reais ($1.42 million) for failing to comply with judicial orders. The ruling, made public on Thursday, follows a legal case from 2023 where the court had instructed X to remove a profile spreading misinformation and provide the user’s registration data.

X’s failure to meet these demands resulted in a daily fine of 100,000 reais, and the company’s local legal representative faced potential criminal liability. The court order required the immediate payment of the fine, citing the platform’s noncompliance. X’s legal team in Brazil has not commented on the matter.

In 2024, X faced a month-long suspension in Brazil for not adhering to court orders related to hate speech moderation and for failing to designate a legal representative in the country, as mandated by law.

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STMicroelectronics unveils new AI chip for data centres

STMicroelectronics has announced the launch of a new computer chip aimed at the rapidly expanding AI data centre market. Developed in collaboration with Amazon Web Services (AWS), the photonics chip uses light rather than electricity, which helps increase speed and reduce power consumption in AI data centres. These chips are expected to be used in transceivers, which are crucial components in data centre infrastructure.

As top US software companies plan to invest $500 billion into AI infrastructure, there is rising demand for specialised chips, not only for computing but also for memory, power, and communications applications. ST’s new chip targets the communications sector, with a focus on improving the efficiency of transceivers, which are essential in AI data centres. The company also has a collaboration agreement with AWS to deploy this technology in their infrastructure later this year.

ST is working with a leading provider of optical solutions, although the company’s name has not been disclosed, to integrate the new chip into next-generation transceivers. The market for such devices, valued at $7 billion in 2024, is expected to grow significantly, reaching $24 billion by 2030. ST will begin mass production of these chips at its facility in Crolles, France.

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AI chip boom drives Lam Research’s latest tool innovations

Lam Research has introduced two new chipmaking tools designed to support the growing demand for advanced AI semiconductors. The company unveiled ALTUS Halo, a deposition tool that applies molybdenum layers to chips, enhancing their performance and enabling further scaling for next-generation devices.

Micron Technology has already adopted the tool, bringing molybdenum into mass production, according to executive Mark Kiehlbauch.

Alongside ALTUS Halo, Lam launched Akara, an etching tool that removes excess material from semiconductor wafers, creating precise chip structures essential for complex AI applications.

These innovations position Lam to compete with major players in wafer fabrication equipment, including Applied Materials, ASML, and KLA Corp.

As AI-driven semiconductor demand surges, major clients like Micron, Samsung Electronics, and Taiwan Semiconductor Manufacturing Co (TSMC) are relying on advanced manufacturing tools.

TSMC executive Y.J. Mii highlighted the need for innovative solutions to develop more powerful chip architectures. In January, Lam reported a strong third-quarter revenue forecast, signalling positive growth amid the AI chip boom.

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