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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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Microsoft allegedly blocked the email of the Chief Prosecutor of the International Criminal Court

Microsoft has come under scrutiny after the Associated Press reported that the company blocked the email account of Karim Khan, Chief Prosecutor of the International Criminal Court (ICC), in compliance with US sanctions imposed by the Trump administration.

While this ban is widely reported, Microsoft, according to DataNews, strongly denied this action, arguing that ICC moved Khan’s email to the Proton service. So far, there has been no response from the ICC.

Legal and sovereignty implications

The incident highlights tensions between US sanctions regimes and global digital governance. Section 2713 of the 2018 CLOUD Act requires US-based tech firms to provide data under their ‘possession, custody, or control,’ even if stored abroad or legally covered by a foreign jurisdiction – a provision critics argue undermines foreign data sovereignty.

That clash resurfaces as Microsoft campaigns to be a trusted partner for developing the EU digital and AI infrastructure, pledging alignment with European regulations as outlined in the company’s EU strategy.

Broader impact on AI and digital governance

The controversy emerges amid a global race among US tech giants to secure data for AI development. Initiatives like OpenAI’s for Countries programmes, which offer tailored AI services in exchange for data access, now face heightened scrutiny. European governments and international bodies are increasingly wary of entrusting critical digital infrastructure to firms bound by US laws, fearing legal overreach could compromise sovereignty.

Why does it matter?

The ‘Khan email’ controversy makes the question of digital vulnerabilities more tangible. It also brings into focus the question of data and digital sovereignty and the risks of exposure to foreign cloud and tech providers.

DataNews reports that the fallout may accelerate Europe’s push for sovereign cloud solutions and stricter oversight of foreign tech collaborations.

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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-ge n erated 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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BlackRock Bitcoin fund now second-largest holder

BlackRock’s iShares Bitcoin Trust (IBIT) has become the second-largest holder of Bitcoin, surpassing major industry players including Binance and Strategy. Only the wallet attributed to Bitcoin’s creator, Satoshi Nakamoto, holds more of the asset.

IBIT currently manages 636,108 BTC, which accounts for more than 3% of Bitcoin’s total supply and nearly 57% of Nakamoto’s estimated holdings.

The fund’s growth since its launch in January 2024 has been remarkable. With over $66.9 billion in net assets, IBIT now leads all Bitcoin ETFs by value.

Bloomberg analyst Eric Balchunas believes it could surpass Satoshi’s wallet by next summer—sooner if Bitcoin’s price reaches $150,000. Such a move would likely spark even stronger institutional interest.

Analysts say IBIT’s rise shows growing demand for regulated crypto access from advisers and retail investors. Bitcoin ETFs are outperforming gold funds, and BlackRock’s push highlights a major shift in global investment strategies.

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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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OpenAI to operate new AI cluster in Abu Dhabi’s Stargate UAE project

In a major development for AI and global cooperation, G42, OpenAI, Oracle, NVIDIA, SoftBank, and Cisco have announced a partnership to launch Stargate UAE.

The 1-gigawatt AI compute cluster will be part of a larger 5-gigawatt UAE–US AI Campus located in Abu Dhabi, aimed at supporting large-scale AI workloads and fostering innovation across sectors.

Stargate UAE will be constructed by G42 and operated jointly by OpenAI and Oracle, with Cisco providing cybersecurity and connectivity, and NVIDIA supplying its latest Grace Blackwell GB300 systems.

The project is scheduled to bring its first 200-megawatt cluster online by 2026. The facility will provide regional low-latency inferencing and high-performance AI compute infrastructure.

The broader UAE–US AI Campus will span 10 square miles and be powered by a combination of nuclear, solar, and natural gas energy. The campus will also include a science park to support research and workforce development.

Announced in the presence of leaders from both nations, the initiative aligns with the new US-UAE AI Acceleration Partnership framework, which aims to foster responsible and secure AI advancement.

The initiative also includes reciprocal investment in the US through projects like Stargate US, supporting the America First Investment Policy. Stargate UAE represents the first overseas expansion of the OpenAI for Countries initiative and demonstrates an effort to decentralize AI innovation globally.

This project highlights the growing role of international cooperation in shaping AI infrastructure and reflects the UAE’s ambition to lead in technological advancement through partnerships and long-term investment.

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