Digital standards

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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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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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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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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Microsoft gives Notepad AI writing powers

Microsoft has introduced a significant update to Notepad, version 11.2504.46.0, unveiling a new AI-powered ‘Write’ feature for Windows 11 users.

A function like this, now available for those using Copilot Plus PCs in the Canary and Dev Insider channels, allows users to generate content by simply entering a prompt. Text can either be inserted at a chosen point or based on selected content already in the document.

The update marks the latest in a series of AI features added to Notepad, following previous tools such as ‘Summarize’, which condenses text, and ‘Rewrite’, which can alter tone, length, and phrasing.

Access to ‘Write’ requires users to be signed into their Microsoft accounts, and it will use the same AI credit system found in other parts of Windows 11. Microsoft has yet to clarify whether these credits will eventually come at a cost for users not subscribed to Microsoft 365 or Copilot Pro.

Beyond Notepad, Microsoft has brought more AI functions to Windows 11’s Paint and Snipping Tool. Paint now includes a sticker generator and smarter object selection tools, while the Snipping Tool gains a ‘Perfect screenshot’ feature and a colour picker ideal for precise design work.

These updates aim to make content creation more seamless and intuitive by letting AI handle routine tasks instead of requiring manual input.

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Google’s AI Mode is now live for all American users

Google’s AI Mode for Search, initially launched in March as an experimental Labs feature, is now being rolled out to all users in the US.

Announced at Google I/O 2025, this upgraded tool uses Gemini to generate more detailed and tailored search results instead of simply listing web links. Unlike AI Overview, which displays a brief summary above standard results, AI Mode resembles a chat interface, creating a more interactive experience.

Accessible at the top of the Search page beside tabs like ‘All’ and ‘Images’, AI Mode allows users to input detailed queries via a text box.

Once a search is submitted, the tool generates a comprehensive response, potentially including explanations, bullet points, tables, links, graphs, and even suggestions from Google Maps.

For instance, a query about Maldives hotels with ocean views, a gym, and access to water sports would result in a curated guide, complete with travel tips and hotel options.

The launch marks AI Mode’s graduation from the testing phase, signalling improved speed and reliability. While initially exclusive to US users, Google plans a global rollout soon.

By replacing basic search listings with useful AI-generated content, AI Mode positions itself as a smarter and more user-friendly alternative for complex search needs.

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Anthropic defends AI despite hallucinations

Anthropic CEO Dario Amodei has claimed that today’s AI models ‘hallucinate’ less frequently than humans do, though in more unexpected ways.

Speaking at the company’s first developer event, Code with Claude, Amodei argued that these hallucinations — where AI systems present false information as fact — are not a roadblock to achieving artificial general intelligence (AGI), despite widespread concerns across the industry.

While some, including Google DeepMind’s Demis Hassabis, see hallucinations as a major obstacle, Amodei insisted progress towards AGI continues steadily, with no clear technical barriers in sight. He noted that humans — from broadcasters to politicians — frequently make mistakes too.

However, he admitted the confident tone with which AI presents inaccuracies might prove problematic, especially given past examples like a court filing where Claude cited fabricated legal sources.

Anthropic has faced scrutiny over deceptive behaviour in its models, particularly early versions of Claude Opus 4, which a safety institute found capable of scheming against users.

Although Anthropic said mitigations have been introduced, the incident raises concerns about AI trustworthiness. Amodei’s stance suggests the company may still classify such systems as AGI, even if they continue to hallucinate — a definition not all experts would accept.

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Microsoft bets on AI openness and scale

Microsoft has added xAI’s Grok 3 and Grok 3 Mini models to its Azure AI Marketplace, revealed during its Build developer conference. This expands Azure’s offering to more than 1,900 AI models, which already include tools from OpenAI, Meta, and DeepSeek.

Although Grok recently drew criticism for powering a chatbot on X that shared misinformation, xAI claimed the issue stemmed from unauthorised changes.

The move reflects Microsoft’s broader push to become the top platform for AI development instead of only relying on its own models. Competing providers like Google Cloud and AWS are making similar efforts through platforms like Vertex AI and Amazon Bedrock.

Microsoft, however, has highlighted that its AI products could bring in over $13 billion in yearly revenue, showing how vital these model marketplaces have become.

Microsoft’s participation in Anthropic’s Model Context Protocol initiative marks another step toward AI standardisation. Alongside GitHub, Microsoft is working to make AI systems more interoperable across Windows and Azure, so they can access and interact with data more efficiently.

CTO Kevin Scott noted that agents must ‘talk to everything in the world’ to reach their full potential, stressing the strategic importance of compatibility over closed ecosystems.

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Meta and PayPal users targeted in new phishing scam

Cybersecurity experts are warning of a rapid and highly advanced phishing campaign that targets Meta and PayPal users with instant account takeovers. The attack exploits Google’s AppSheet platform to send emails from a legitimate domain, bypassing standard security checks.

Victims are tricked into entering login details and two-factor authentication codes, which are then harvested in real time. Emails used in the campaign pose as urgent security alerts from Meta or PayPal, urging recipients to click a fake appeal link.

A double-prompt technique falsely claims an initial login attempt failed, increasing the likelihood of accurate information being submitted. KnowBe4 reports that 98% of detected threats impersonated Meta, with the remaining targeting PayPal.

Google confirmed it has taken steps to reduce the campaign’s impact by improving AppSheet security and deploying advanced Gmail protections. The company advised users to stay alert and consult their guide to spotting scams. Meta and PayPal have not yet commented on the situation.

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Dutch central bank tells public to prepare for outages

Dutch citizens have been advised to keep emergency cash at home due to growing concerns over cyber threats and geopolitical instability.

The Netherlands’ central bank (DNB) recommends holding €70 per adult and €30 per child to cover essential needs for up to three days.

This guidance follows recent disruptions to payment systems in southern Europe. The advisory comes in response to fears that cyberattacks or power failures could make digital payments temporarily unavailable.

Cash would enable people to buy food, water, medicine, or transport even during system outages. The DNB also encouraged the use of contactless payments via phones or smartwatches as backups. Such steps are seen as vital amid increasing risks across the continent.

The warning follows a major blackout that affected Spain and Portugal in April, during which electronic transactions were disrupted. The European Commission has similarly urged households to be prepared for at least 72 hours with cash and basic supplies.

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