Amazon is reportedly in advanced talks for a second multi-billion dollar investment in the AI startup Anthropic, building on its previous $4 billion commitment made in 2023. This new investment would not only bolster Amazon’s growing ties with Anthropic but also help enhance its strategic position in the highly competitive AI sector. Anthropic, which is using Amazon Web Services (AWS) to power its AI model training, has become a key player in the AI race.
In addition to providing financial backing, Amazon has reportedly asked Anthropic to utilise its servers, which are powered by Amazon’s custom-designed chips. However, sources note that Anthropic has a preference for using Nvidia-designed chips, which are widely recognised as the industry standard for AI processing. This dynamic highlights the ongoing competition between Amazon and Nvidia in the AI hardware space, as both tech giants vie for dominance in the rapidly expanding market.
Anthropic, founded by former OpenAI executives Dario and Daniela Amodei, has attracted significant interest from other major players in the tech industry. The startup secured a $500 million investment from Google’s parent company, Alphabet, last year, with Alphabet pledging an additional $1.5 billion over time. Despite these investments, both Amazon and Anthropic have declined to comment on the specifics of the latest talks regarding the new investment, underscoring the confidential nature of these high-stakes negotiations.
GlobalWafers has expressed optimism that the US Chips and Science Act will continue to provide strong support for chip manufacturers under the new administration. This landmark act, aimed at boosting domestic semiconductor production, offers financial incentives to encourage companies to invest in US facilities—a vital step toward securing supply chains and reducing reliance on foreign manufacturing.
In a recent statement, GlobalWafers noted that programs of this scale and duration are typically supported across different US administrations, given their importance to economic and national security. The company sees the CHIPS Act as essential for driving investments in semiconductor production and also for advancing technological innovation within the industry. They anticipate that the act’s stability under a Trump administration will allow businesses to plan long-term investments in US operations without interruption.
By fostering consistent investment in chip manufacturing, GlobalWafers believes the CHIPS Act will help ensure a robust, self-reliant US semiconductor ecosystem. The program’s continuation is seen as crucial for sustaining growth in the industry, creating jobs, and advancing the global competitiveness of the US in semiconductor technology.
Apple has launched the AI-powered version of iOS 18.2, bringing new features to public beta users. These include tools like Genmoji, an AI-powered emoji generator, Image Playground for creating AI-generated images and ChatGPT integration with Siri. The update also introduces Visual Intelligence, which uses the iPhone 16’s camera for real-time object and place identification. These features were previously available only to developers but are now open to select users, with some requiring a waitlist for access.
The new capabilities, grouped under “Apple Intelligence,” promise to enhance Siri’s functionality, including offering writing and proofreading assistance across apps. Apple plans to extend these AI tools to third-party developers, potentially increasing their impact. For now, users can experiment with ChatGPT for text generation and image creation, as well as generate custom emojis and edit rough sketches using Image Wand.
While Apple Intelligence is enabled by default on some devices, others will need to sign up for the new features. However, there’s a waitlist for certain tools, which Apple is managing to ensure a safe rollout. Concerns over misuse, like the creation of NSFW emojis, have contributed to the cautious approach.
The update follows AI improvements introduced in iOS 18.1, such as enhanced writing tools and updated Siri features. Alongside iOS 18.2, Apple also released public betas for iPadOS 18.2, macOS Sequoia 15.2, and tvOS 18.2, continuing to expand its AI-driven ecosystem.
Singapore’s Keppel has announced an agreement to acquire an AI-ready data centre being developed by Japan’s Mitsui Fudosan in Tokyo. The deal comes shortly after Keppel revealed plans to significantly increase its data centre funds under management, aiming to take advantage of the growing AI sector.
Mitsui Fudosan will handle the core and shell development of the facility, while Keppel’s private fund will oversee the fit-out works. The data centre is expected to be completed by 2027, with Keppel taking on the role of facility manager, which will contribute to its recurring income stream.
Keppel emphasised its ongoing partnership with Mitsui Fudosan to develop a strong pipeline of assets for its upcoming Keppel Data Centre Fund III. Financial details of the transaction have not been disclosed due to confidentiality agreements.
Google has announced plans to open a new AI-focused data centre in Saudi Arabia, aligning with Saudi Arabia’s Public Investment Fund to expand research in Arabic language AI models and ‘Saudi-specific AI applications.’ The project arrives as Google continues to face scrutiny over meeting its own climate goals, including its commitment to reduce carbon emissions by 2030.
The tech giant’s choice of location, a region highly dependent on fossil fuels, has raised eyebrows, given Google’s 2020 pledge to avoid developing AI algorithms for oil and gas. Aramco, Saudi Arabia’s state-owned petroleum company, currently uses AI to enhance production, with one oil field reportedly seeing a 15% boost through AI integration. While Google has stated the partnership ‘comports’ with its climate pledges, the data centre may contribute to advancing AI within the oil and gas sector.
The exact nature of ‘Saudi-specific AI applications’ remains unclear, though the centre could have implications for energy production as AI’s role in Saudi industry expands.
In a groundbreaking test for sustainable space exploration, Japan has launched the world’s first wooden satellite, LignoSat, aboard a SpaceX mission. Developed by Kyoto University and Sumitomo Forestry, LignoSat will orbit approximately 400 kilometers above Earth to test whether timber can endure the harsh conditions of space, marking an early step toward using wood in lunar and Mars habitats.
LignoSat, crafted from Japanese honoki wood, will remain in orbit for six months, with onboard sensors monitoring the wood’s resilience to extreme space temperatures and radiation. Researchers believe that, unlike metals, wood can burn up cleanly upon reentry, potentially reducing space debris and environmental impact compared to traditional satellites.
Kyoto University astronaut and project leader Takao Doi sees LignoSat as a first step toward a future where timber could be used to build sustainable housing on the moon and Mars. Doi’s team is exploring honoki wood’s effectiveness as a protective material in space, highlighting its role in possibly reinvigorating Japan’s timber industry while opening new paths for green technology in space missions.
NTT DATA and Google Cloud have partnered to accelerate the adoption of cloud-based data analytics and generative AI solutions across the Asia Pacific region. By combining NTT DATA’s industry expertise and client base with Google Cloud’s cutting-edge technologies, the partnership aims to drive innovation, improve operational efficiency, and enhance agility for enterprises.
Specifically, the collaboration focuses on co-developing industry-specific solutions for sectors such as healthcare, financial services, manufacturing, retail, and the public sector. A new NTT DATA Google Cloud Business Unit will also be created to focus on joint solutions in data analytics, GenAI, applications, infrastructure, cybersecurity, and SAP on the Google Cloud Platform (GCP).
The expansion also involves enhancing internal expertise, as NTT DATA plans to certify at least 1,000 more engineers in the APAC region and provide advanced training to its teams to ensure successful solution delivery. With global public cloud spending projected to grow significantly, the partnership aims to capture the increasing demand for cloud services and AI-driven solutions.
The goal is to grow NTT DATA’s cloud business in APAC by more than 10 times over the next three years. By combining NTT DATA’s digital transformation portfolio with Google Cloud’s advanced technologies, the collaboration is set to drive modernisation in AI, cloud infrastructure, and cybersecurity, offering businesses secure and efficient solutions to accelerate their digital transformation.
Constellation Energy remains committed to establishing data centers at its US power plants despite a recent regulatory challenge. Last week, the Federal Energy Regulatory Commission (FERC) blocked a deal to expand power capacity for an Amazon data centre connected to a Talen Energy nuclear facility, a decision seen as discouraging similar co-location projects. Despite this, Constellation aims to advance its vision, particularly for AI-driven facilities seeking quick, large-scale power access.
Company CEO Joseph Dominguez expressed that Constellation will continue pursuing commercial co-location strategies permitted within existing regulations while seeking further guidance from FERC. Dominguez suggested future data centers could draw directly from nuclear power and, in times of grid emergencies, redirect electricity back to the network, highlighting potential safeguards for grid reliability and regional power stability.
FERC’s decision arose partly from concerns raised by other energy providers, who argued that the Talen-Amazon arrangement risked inflating energy prices for regular consumers and straining the grid. Specifically, Talen’s proposed data center campus could have supplied 960 megawatts—enough for a city the size of Philadelphia—but FERC limited it to 300 megawatts, citing grid impact concerns.
Constellation, largest nuclear operator in the US, had supported Talen in the regulatory process, underscoring the potential for data centers to meet surging digital demand. Although Constellation’s stock dropped following FERC’s ruling, the company is exploring alternative pathways with stakeholders to move its data center plans forward efficiently.
Tenstorrent, a Silicon Valley startup founded by veterans from Apple and Intel, has secured a deal with the Japanese government to train up to 200 Japanese chip designers over the next five years. This partnership, announced on Tuesday, includes a $50 million investment shared between Tenstorrent and Japan’s Leading-edge Semiconductor Technology Centre. It is part of Japan‘s initiative to revitalise its semiconductor industry, which has seen a significant decline since its dominance in the 1980s.
Central to this revitalisation effort is Rapidus, a government-backed contract chipmaker aiming to begin mass production of advanced semiconductors by 2027. To support Rapidus’s goals, the collaboration with Tenstorrent focuses on creating future customers by educating Japanese engineers in the US about chip design. Starting in April 2025, these engineers will work closely with Tenstorrent’s experienced team, including industry veterans who have worked on Apple chips.
The agreement allows Tenstorrent to retain the chip designs created during the training, which will utilise RISC-V, an open chip design architecture. Upon returning to Japan, the engineers will be equipped to leverage their new knowledge to develop their own RISC-V designs, further contributing to the growth of Japan’s semiconductor capabilities. Tenstorrent’s Chief Customer Officer, David Bennett, emphasised that Japan’s proactive investments reflect its commitment to taking control of its technological future.
SpaceX, the aerospace company founded by Elon Musk, is urging its Taiwanese suppliers to relocate manufacturing operations off the island due to rising geopolitical tensions between China and Taiwan. This shift, aimed at reducing risk amid China’s increased military drills around Taiwan, has led some suppliers to transfer parts of their production to countries such as Vietnam and Thailand. Notable Taiwanese companies, including Chin-Poon Industrial and Wistron NeWeb Corporation (WNC), confirmed that SpaceX requested they move production, citing geopolitical concerns.
In response, WNC has already started producing network equipment for SpaceX’s Starlink project in Vietnam, with plans to double its workforce there. Similarly, Universal Microwave Technology has expanded in Southeast Asia, investing in new factories in Vietnam and Thailand, while Shenmao Technology is establishing a $5 million unit in Vietnam. These shifts align with Taiwanese tech companies’ broader efforts to diversify their operations outside Taiwan, aiming to insulate their supply chains from potential disruptions.
SpaceX’s approach underscores Musk’s complicated relationship with Taiwan, heightened after his comments last year calling Taiwan an “integral part” of China, which sparked backlash from the Taiwanese government. The company’s interest in building a manufacturing hub in Vietnam reflects an increasing trend of high-tech industries seeking stability amid geopolitical tensions, with Southeast Asia emerging as a crucial alternative for production.
