Development

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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Gemini AI powers Aloha 2 robotic demo at Google I/O

At its recent I/O developer conference, Google demonstrated its Gemini AI controlling Aloha 2 robot arms in an interactive exhibit.

The robots were part of the company’s AI Sandbox and offered attendees the chance to interact with the system using voice instructions.

Each setup included a pair of Aloha 2 arms, along with cameras and microphones to process input. The Aloha 2 system, used for teleoperation and data collection, is considered relatively affordable in the robotics field, though a full tabletop setup still costs over $30,000.

The demonstration highlighted Google’s continued push to integrate generative AI into physical systems, combining machine learning with real-world applications.

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Pakistan aims to become global crypto and AI leader

Pakistan has set aside 2,000 megawatts of electricity in a major push to power Bitcoin mining and AI data centres, marking the start of a wider national digital strategy.

Led by the Pakistan Crypto Council (PCC), a body under the Ministry of Finance, this initiative aims to monetise surplus energy instead of wasting it, while attracting foreign investment, creating jobs, and generating much-needed revenue.

Bilal Bin Saqib, CEO of the PCC, stated that with proper regulation and transparency, Pakistan can transform into a global powerhouse for crypto and AI.

By redirecting underused power capacity, particularly from plants operating below potential, Pakistan seeks to convert a longstanding liability into a high-value asset, earning foreign currency through digital services and even storing Bitcoin in a national wallet.

Global firms have already shown interest, following recent visits from international miners and data centre operators.

Pakistan’s location — bridging Asia, the Middle East, and Europe — coupled with low energy costs and ample land, positions it as a competitive alternative to regional tech hubs like India and Singapore.

The arrival of the Africa-2 subsea cable has further boosted digital connectivity and resilience, strengthening the case for domestic AI infrastructure.

It is just the beginning of a multi-stage rollout. Plans include using renewable energy sources like wind, solar, and hydropower, while tax incentives and strategic partnerships are expected to follow.

With over 40 million crypto users and increasing digital literacy, Pakistan aims to emerge not just as a destination for digital infrastructure but as a sovereign leader in Web3, AI, and blockchain innovation.

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United Nations Environment Programme – Global Resource Information Database

The Global Resource Information Database – Geneva (GRID-Geneva) is a partnership between the United Nations Environment Programme (UNEP), the Federal Office for the Environment (FOEN), and the University of Geneva (UNIGE). With a team of 20 environment data scientists, GRID-Geneva’s main role is to transform data into information and knowledge to support the decision-making process related to environmental issues.

The GRID-Geneva partnership brings a powerful science policy interface: with UNIGE for solid science, large computation facilities, and the Swiss government to advise and support policies, providing strong support to the UN Environment Programme. UNEP/GRID-Geneva is incorporated in the Big Data Branch, within the Early Warning and Assessment Division of UNEP. It is also part of the One Global Partnership, which includes more than 15 centres worldwide, working together to keep the environment under review and support UNEP with data processing.

Digital activities

GRID-Geneva generates various types of resources such as data, data platforms, publications, visuals (maps, graphs, posters), storymaps or multimedia content. GRID-Geneva’s scientists can process satellite imagery using remote sensing software, create models from geospatial data using GIS, and generate interactive maps and graphs for automatic updates. GRID-Geneva also specialises in the design and maintenance of data platforms for supporting UNEP (e.g. with the World Environment Situation Room), Ramsar, and many other organisations and environmental conventions. It manages numerous high-quality geospatial data sets at various scales (global, continental, national, and subnational) on a variety of environment-related themes. GRID-Geneva also promotes the use of other relevant data platforms, and its scientists are also providing conferences, capacity building, and teaching about environmental issues/solutions, or data science.

Digital policy issues

Environment and sustainable development

GRID-Geneva is a key centre of geospatial know-how, with strengths in GIS, remote sensing, and statistical analyses, integrated through modern spatial data infrastructures and web applications. Working at the interface between scientific information and policy/decision-making, GRID-Geneva also helps to develop capacities in these fields of expertise among target audiences, countries, and other groups.

Database

Maintain, update and improve databases related to environmental issues, including metadata. For supporting the creation of data and indicators, monitoring trends, and supporting UNEP and other parties in their assessment and reporting processes.

Spatial Data Infrastructure (SDI)

Continue to keep up with the latest technologies and standards, such as those from the Open Geospatial Consortium (OGC) for data dissemination via web services and contributing to the improvement of data dissemination, linked data, and data dissemination for the provision of near-real-time data and automatic updates.

Interactive Mapping Platforms

GRID-Geneva has developed strong expertise in creating interactive mapping platforms for displaying, analysing, and sharing geospatial data. These platforms are designed to be user-friendly and accessible to a wide audience, including citizens, businesses, policymakers, and the scientific community.

Serving as a global entry point, it connects users to high-quality, real-world projects with tangible geospatial data and measurable impact on people and countries.

Remote sensing

GRID-Geneva is using the latest technologies for processing satellite imagery (e.g. data cube, image object analysis) as well as usual remote sensing techniques. It will continue to maintain such skills and will contribute to supporting the three Parties and other partners with remote sensing analysis. This can be used for monitoring trends in environmental status. Automation of remote sensing analysis, conversion of raster data to graphs, and capacity building on these techniques are part of the key know-how from GRID-Geneva.

Live Graphs and Maps

With the introduction of UNEP Live, it is essential for UNEP to be able to feature near-real-time data and have it automatically updated. GRID-Geneva, in collaboration with data providers, can automate the data update to maintain data with the latest information available.

Capacity development

With the rapid change in technologies, GRID-Geneva has an important role in helping governments and ensuring that nobody is left behind. GRID-Geneva has developed several training packages on GIS, remote sensing, and SDI, and will keep providing support to various partners and governments to improve their skills in these domains. Capacity building is not only provided on technologies but also on themes. Online training can also be developed (e.g. through Massive Online Open Course (MOOC)).

Digital tools and initiatives

Data platforms

Data Analytics and Early Warning for Environment provides the latest data on numerous indicators and gives access to specific thematic platforms: live Earth, disaster risk, ecosystems for risk reduction, environmental hotspots, planetary boundaries, loss and damage, and climate change.

Interactive Country Fiches analyse environmental situations and performances of countries around the world. 

The Global Infrastructure Risk Model and Resilience Index (GIRI) estimate the risk of infrastructure assets related to most major geological and climate-related hazards.

Opportunity mapping uses global data on ecosystems and hazards to identify areas where restoration or protection can best safeguard people.

The Climate change data platform contains up-to-date, relevant information about climate change indicators.

Social media channels

LinkedIn: @GRID Geneva

YouTube: @GRIDGeneva

SynthID Detector aims to boost transparency in AI content

Google has launched SynthID Detector, a verification portal designed to identify whether content was created using its AI models. The tool scans for SynthID, Google’s watermarking technology, which invisibly marks text, images, audio, and video generated by tools such as Gemini, Imagen, Lyria, and Veo.

The Detector highlights which parts of the content likely contain SynthID watermarks. These watermarks are invisible and do not affect the quality of the media. According to Google, over 10 billion pieces of AI-generated content have already been marked using SynthID.

Users can upload files to the SynthID Detector web portal, which then checks for the presence of watermarks. For example, the tool can identify specific segments in an audio file or regions in an image where watermarks are embedded.

Initially rolled out to early testers, the tool will become more widely available in the coming weeks. Google has also open sourced SynthID’s text watermarking technology to allow broader integration by developers.

The company says SynthID is part of a broader effort to address misinformation and improve transparency around AI-generated content. Google emphasized the importance of working with the AI community to support content authenticity as AI tools become more widespread.

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Claude Opus 4 sets a benchmark in AI coding as Anthropic’s revenue doubles

Anthropic has released Claude Opus 4 and Claude Sonnet 4, its most advanced AI models to date. The launch comes amid rapid industry growth, with the company’s annualised revenue reportedly doubling to $2 billion in the first quarter of 2025.

The Claude 4 models, backed by Amazon and developed by former OpenAI executives, feature improvements in coding, autonomous task execution, and reasoning.

Opus 4 leads in the SWE-bench coding benchmark at 72.5 percent, outperforming OpenAI’s GPT-4.1 and Google’s Gemini 2.5 Pro. Designed for extended task execution, it can maintain focus for up to seven hours, simulating a full workday.

Anthropic says both Opus 4 and Sonnet 4 use hybrid reasoning systems. These allow near-instant responses alongside extended, tool-assisted tasks, including independent web searches, file analysis, and use of multiple tools simultaneously.

Claude models can also build ‘tacit knowledge’ from local file interactions, supporting continuity over time. Sonnet 4, a more efficient alternative to Opus, offers improved instruction following and is already integrated into GitHub’s next Copilot agent.

Both models support expanded developer tools and memory caching through Anthropic’s API, with direct integration into environments like VS Code and JetBrains.

Pricing for Claude Opus 4 is set at $15 per million input tokens and $75 per million output tokens. Sonnet 4 is offered at lower rates of $3 and $15, respectively. Opus 4 is included in Claude’s Pro, Max, Team, and Enterprise tiers, while Sonnet 4 is accessible to free users.

The release also includes Claude Code, a developer assistant capable of reviewing pull requests, resolving CI errors, and proposing code edits. New API features support GitHub integrations, execution tools, and file management.

Anthropic is positioning itself in direct competition with OpenAI, Google, and Meta. While other firms lead in general reasoning and multimodal performance, Anthropic’s strength lies in sustained coding and planning tasks.

However, the company also acknowledged new safety concerns. Claude Opus 4 has triggered Anthropic’s AI Safety Level 3 protocol, following internal findings that it could help users with limited expertise produce hazardous materials.

In response, more than 100 safety controls have been implemented, including real-time monitoring, restricted data egress, and a bug bounty program. Claude Opus 4 and Sonnet 4 are available via Anthropic’s API, Amazon Bedrock, and Google Cloud Vertex AI.

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Chad aims to strengthen digital independence through regional connectivity reforms

Chadian authorities have unveiled a set of strategic policies aimed at strengthening the country’s digital infrastructure and reducing its dependence on Cameroon for international internet connectivity. Central to these reforms is the establishment of Internet Exchange Points (IXPs) in major cities to enhance local traffic handling and reduce latency.

Additionally, the government plans to create redundant international links with neighbouring countries such as Libya, Algeria, and Nigeria. These policies are designed to diversify connectivity routes, bolster digital resilience, and support Chad’s long-term goal of achieving greater digital sovereignty.

These initiatives come in response to persistent vulnerabilities in the country’s current connectivity framework. Chad, being landlocked, lacks direct access to submarine cables and relies heavily on a single route through Cameroon.

The dependence has led to frequent service disruptions, including a major 24-hour outage in October and a recent suspension of connectivity due to unpaid dues. The country also faces challenges such as uneven fibre optic coverage, high access costs, and limited interconnection between networks, all of which have negatively impacted the quality and reliability of internet services.

By pursuing these reforms, Chadian authorities aim not only to stabilise and modernise the national digital infrastructure but also to integrate more effectively into regional projects like the Trans-Saharan Optical Fibre Backbone, which includes Algeria and Nigeria.

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Nigeria to strengthen telecom infrastructure protection

The Nigerian government has taken decisive action to address the persistent problem of vandalism and theft of telecom infrastructure by declaring telecom infrastructure as Critical National Information Infrastructure (CNII). That designation aims to provide stronger legal protection and prioritise the security of telecom assets, which are vital to the country’s information and communication networks.

Building on this policy framework, IHS Nigeria has formed a strategic partnership with the Nigeria Security and Civil Defence Corps (NSCDC) to operationalise these protections and enhance the security of telecom infrastructure nationwide. Through a Memorandum of Understanding (MoU), both organisations will collaborate to develop and implement strategies designed to safeguard IHS Nigeria’s extensive assets, including over 16,000 telecom towers and more than 15,000 kilometres of fibre optic cables.

Under the partnership, the NSCDC will provide support in areas such as site surveillance, emergency response, incident reporting, and assistance with tower decommissioning. The agency will also take on responsibilities to investigate, apprehend, and prosecute individuals involved in vandalism or theft of telecom infrastructure.

The collaboration is expected to create a safer environment for telecom operations, ultimately improving the resilience, reliability, and quality of connectivity services across Nigeria. Despite these efforts, vandalism remains a major challenge.

Airtel Nigeria and MTN Nigeria report 40 to 43 daily fibre cuts, many caused by theft and sabotage. The IHS Nigeria–NSCDC partnership is a crucial step to reduce these disruptions and protect critical telecom infrastructure.

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Ransomware gang leaks French government emails

A ransomware gang has published what it claims is sensitive data from multiple French organisations on a dark web forum.

The Stormous cartel, active since 2022, posted the dataset as a ‘comprehensive leak’ allegedly involving high-profile French government bodies.

However, researchers from Cybernews examined the information and found the data’s quality questionable, with outdated MD5 password hashes indicating it could be from older breaches.

Despite its age, the dataset could still be dangerous if reused credentials are involved. Threat actors may exploit the leaked emails for phishing campaigns by impersonating government agencies to extract more sensitive details.

Cybernews noted that even weak password hashes can eventually be cracked, especially when stronger security measures weren’t in place at the time of collection.

Among the affected organisations are Agence Française de Développement, the Paris Region’s Regional Health Agency, and the Court of Audit.

The number of exposed email addresses varies, with some institutions having only a handful leaked while others face hundreds. The French cybersecurity agency ANSSI has yet to comment.

Last year, France faced another massive exposure incident affecting 95 million citizen records, adding to concerns about ongoing cyber vulnerabilities.

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Apple’s smart glasses may launch in 2025 with voice and AI Features

Apple is reportedly planning to launch its own smart glasses by the end of 2025, positioning the device as a more premium alternative to Meta’s Ray-Ban smart glasses.

According to Bloomberg, the wearable will include built-in cameras, microphones, and speakers, offering users capabilities like taking calls, playing music, navigating directions, and translating languages in real time.

The glasses are expected to rely on Siri for voice commands and real-world analysis. A source familiar with the project said Apple aims to outperform Meta’s product in both build quality and features, though the price is also expected to be significantly higher.

One key uncertainty is whether Apple’s updated Siri with generative AI capabilities will be ready in time for launch. Unlike Meta’s Llama or Google’s Gemini platforms, Apple’s AI infrastructure is still under development.

Currently, Apple relies on third-party systems like Google Lens and OpenAI through iPhone features such as Visual Intelligence, but the company may seek to replace these with its own technology in the upcoming device.

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