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Trump allows Nvidia to sell chips to approved Chinese customers

US President Donald Trump has allowed Nvidia to sell H200 AI chips to approved customers in China, marking a shift in export controls. The decision also covers firms such as AMD and follows continued lobbying by Nvidia chief executive Jensen Huang.

Nvidia had been barred from selling advanced chips to Beijing, but a partial reversal earlier required the firm to pay a share of its Chinese revenues to the US government. China later ordered firms to stop buying Nvidia products, pushing them towards domestic semiconductors.

Analysts suggest the new policy may buy time for negotiations over rare earth supplies, as China dominates processing of these minerals. Access to H200 chips may aid China’s tech sector, but experts warn they could also strengthen military AI capabilities.

Nvidia welcomed the announcement, saying the decision strikes a balance that benefits American industry. Shares rose slightly after the news, although the arrangement is expected to face scrutiny from national security advocates.

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Australia seals $4.6 billion deal for new AI hub

OpenAI has partnered with Australian data centre operator NextDC to build a major AI campus in western Sydney. The companies signed an agreement covering development, planning and long-term operation of the vast site.

NextDC said the project will include a supercluster of graphics processors to support advanced AI workloads. Both firms intend to create infrastructure capable of meeting rapid global demand for high-performance computing.

Australia estimates the development at A$7 billion and forecasts thousands of jobs during construction and ongoing roles across engineering and operations. Officials say the initiative aligns with national efforts to strengthen technological capability.

Plans feature renewable energy procurement and cooling systems that avoid drinking water use, addressing sustainability concerns. Treasurer Jim Chalmers said the project reflects growing confidence in Australia’s talent, clean energy capacity and emerging AI economy.

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Starlink gains ground in South Korea’s telecom market

South Korea has gained nationwide satellite coverage as Starlink enters the market and expands the country’s already advanced connectivity landscape.

The service offers high-speed access through a dense LEO network and arrives with subscription options for households, mobile users and businesses.

Analysts see meaningful benefits for regions that are difficult to serve through fixed networks, particularly in mountainous areas and offshore locations.

Enterprise interest has grown quickly. Maritime operators moved first, with SK Telink and KT SAT securing contracts as Starlink went live. Large fleets will now adopt satellite links for navigation support, remote management and stronger emergency communication.

The technology has also reached the aviation sector as carriers under Hanjin Group plan to install Starlink across all aircraft, aiming to introduce stable in-flight Wi-Fi from 2026.

Although South Korea’s fibre and 5G networks offer far higher peak speeds, Starlink provides reliability where terrestrial networks cannot operate. Industry observers expect limited uptake from mainstream households but anticipate significant momentum in maritime transport, aviation, construction and energy.

An expansion in South Korea that marks one of Starlink’s most strategic Asia-Pacific moves, driven by industrial demand and early partnerships.

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OpenAI launches nationwide AI initiative in Australia

OpenAI has launched OpenAI for Australia, a nationwide initiative to unlock the economic and societal benefits of AI. The program aims to support sovereign AI infrastructure, upskill Australians, and accelerate the country’s local AI ecosystem.

CEO Sam Altman highlighted Australia’s deep technical talent and strong institutions as key factors in becoming a global leader in AI.

A significant partnership with NEXTDC will see the development of a next-generation hyperscale AI campus and large GPU supercluster at Sydney’s Eastern Creek S7 site.

The project is expected to create thousands of jobs, boost local supplier opportunities, strengthen STEM and AI skills, and provide sovereign compute capacity for critical workloads.

OpenAI will also upskill more than 1.2 million Australians in collaboration with CommBank, Coles and Wesfarmers. OpenAI Academy will provide tailored modules to give workers and small business owners practical AI skills for confident daily use.

The nationwide rollout of courses is scheduled to begin in 2026.

OpenAI is launching its first Australian start-up program with local venture capital firms Blackbird, Square Peg, and AirTree to support home-grown innovation. Start-ups will receive API credits, mentorship, workshops, and access to Founder Day to accelerate product development and scale AI solutions locally.

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Google boosts Nigeria’s AI development

The US tech giant, Google, has announced a $2.1 million Google.org commitment to support Nigeria’s AI-powered future, aiming to strengthen local talent and improve digital safety nationwide.

An initiative that supports Nigeria’s National AI Strategy and its ambition to create one million digital jobs, recognising the economic potential of AI, which could add $15 billion to the country’s economy by 2030.

The investment focuses on developing advanced AI skills among students and developers instead of limiting progress to short-term training schemes.

Google will fund programmes led by expert partners such as FATE Foundation, the African Institute for Mathematical Sciences, and the African Technology Forum.

Their work will introduce advanced AI curricula into universities and provide developers with structured, practical routes from training to building real-world products.

The commitment also expands digital safety initiatives so communities can participate securely in the digital economy.

Junior Achievement Africa will scale Google’s ‘Be Internet Awesome’ curriculum to help families understand safe online behaviour, while the CyberSafe Foundation will deliver cybersecurity training and technical assistance to public institutions, strengthening national digital resilience.

Google aims to create more opportunities similar to those of Nigerian learners who used digital skills to secure full-time careers instead of remaining excluded from the digital economy.

By combining advanced AI training with improved digital safety, the company intends to support inclusive growth and build long-term capacity across Nigeria.

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Mistral AI unveils new open models with broader capabilities

Yesterday, Mistral AI introduced Mistral 3 as a new generation of open multimodal and multilingual models that aim to support developers and enterprises through broader access and improved efficiency.

The company presented both small dense models and a new mixture-of-experts system called Mistral Large 3, offering open-weight releases to encourage wider adoption across different sectors.

Developers are encouraged to build on models in compressed formats that reduce deployment costs, rather than relying on heavier, closed solutions.

The organisation highlighted that Large 3 was trained with extensive resources on NVIDIA hardware to improve performance in multilingual communication, image understanding and general instruction tasks.

Mistral AI underlined its cooperation with NVIDIA, Red Hat and vLLM to deliver faster inference and easier deployment, providing optimised support for data centres along with options suited for edge computing.

A partnership that introduced lower-precision execution and improved kernels to increase throughput for frontier-scale workloads.

Attention was also given to the Ministral 3 series, which includes models designed for local or edge settings in three sizes. Each version supports image understanding and multilingual tasks, with instruction and reasoning variants that aim to strike a balance between accuracy and cost efficiency.

Moreover, the company stated that these models produce fewer tokens in real-world use cases, rather than generating unnecessarily long outputs, a choice that aims to reduce operational burdens for enterprises.

Mistral AI continued by noting that all releases will be available through major platforms and cloud partners, offering both standard and custom training services. Organisations that require specialised performance are invited to adapt the models to domain-specific needs under the Apache 2.0 licence.

The company emphasised a long-term commitment to open development and encouraged developers to explore and customise the models to support new applications across different industries.

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NVIDIA platform lifts leading MoE models

Frontier developers are adopting a mixture-of-experts architecture as the foundation for their most advanced open-source models. Designers now rely on specialised experts that activate only when needed instead of forcing every parameter to work on each token.

Major models, such as DeepSeek-R1, Kimi K2 Thinking, and Mistral Large 3, rise to the top of the Artificial Analysis leaderboard by utilising this pattern to combine greater capability with lower computational strain.

Scaling the architecture has always been the main obstacle. Expert parallelism requires high-speed memory access and near-instant communication between multiple GPUs, yet traditional systems often create bottlenecks that slow down training and inference.

NVIDIA has shifted toward extreme hardware and software codesign to remove those constraints.

The GB200 NVL72 rack-scale system links seventy-two Blackwell GPUs via fast shared memory and a dense NVLink fabric, enabling experts to exchange information rapidly, rather than relying on slower network layers.

Model developers report significant improvements once they deploy MoE designs on NVL72. Performance leaps of up to ten times have been recorded for frontier systems, improving latency, energy efficiency and the overall cost of running large-scale inference.

Cloud providers integrate the platform to support customers in building agentic workflows and multimodal systems that route tasks between specialised components, rather than duplicating full models for each purpose.

Industry adoption signals a shift toward a future where efficiency and intelligence evolve together. MoE has become the preferred architecture for state-of-the-art reasoning, and NVL72 offers a practical route for enterprises seeking predictable performance gains.

NVIDIA positions its roadmap, including the forthcoming Vera Rubin architecture, as the next step in expanding the scale and capability of frontier AI.

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UK ministers advance energy plans for AI expansion

The final AI Energy Council meeting of 2025 took place in London, led by AI Minister Kanishka Narayan alongside energy ministers Lord Vallance and Michael Shanks.

Regulators and industry representatives reviewed how the UK can expedite grid connections and support the necessary infrastructure for expanding AI activity nationwide.

Council members examined progress on government measures intended to accelerate connections for AI data centres. Plans include support for AI Growth Zones, with discounted electricity available for sites able to draw on excess capacity, which is expected to reduce pressure in the broader network.

Ministers underlined AI’s role in national economic ambitions, noting recent announcements of new AI Growth Zones in North East England and in North and South Wales.

They also discussed how forthcoming reforms are expected to help deliver AI-related infrastructure by easing access to grid capacity.

The meeting concluded with a focus on long-term energy needs for AI development. Participants explored ways to unlock additional capacity and considered innovative options for power generation, including self-build solutions.

The council will reconvene in early 2026 to continue work on sustainable approaches for future AI infrastructure.

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AI growth threatens millions of jobs across Asia

UN economists warned millions of jobs in Asia could be at risk as AI widens the gap between digitally advanced nations and those lacking basic access and skills. The report compared the AI revolution to 19th-century industrialisation, which created a wealthy few and left many behind.

Women and young adults face the most significant threat from AI in the workplace, while the benefits in health, education, and income are unevenly distributed.

Countries such as China, Singapore, and South Korea have invested heavily in AI and reaped significant benefits. Still, entry-level workers in many South Asian nations remain highly vulnerable to automation and technological advancements.

The UN Development Programme urged governments to consider ethical deployment and inclusivity when implementing AI. Countries such as Cambodia, Papua New Guinea, and Vietnam are focusing on developing simple digital tools to help health workers and farmers who lack reliable internet access.

AI could generate nearly $1 trillion in economic gains across Asia over the next decade, boosting regional GDP growth by about two percentage points. Income disparities mean AI benefits remain concentrated in wealthy countries, leaving poorer nations at a disadvantage.

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Data centre power demand set to triple by 2035

Data centre electricity use is forecast to surge almost threefold by 2035. BloombergNEF reported that global facilities are expected to consume around 106 gigawatts by then.

Analysts linked the growth to larger sites and rising AI workloads, pushing utilisation rates higher. New projects are expanding rapidly, with many planned facilities exceeding 500 megawatts.

Major capacity is heading to states within the PJM grid, alongside significant additions in Texas. Regulators warned that grid operators must restrict connections when capacity risks emerge.

Industry monitors argued that soaring demand contributes to higher regional electricity prices. They urged clearer rules to ensure reliability as early stage project numbers continue accelerating.

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