Nvidia seeks China market access as US eases AI chip restrictions

The US tech giant NVIDIA has largely remained shut out of China’s market for advanced AI chips, as US export controls have restricted sales due to national security concerns.

High-performance processors such as the H100 and H200 were barred, forcing NVIDIA to develop downgraded alternatives tailored for Chinese customers instead of flagship products.

A shift in policy emerged after President Donald Trump announced that H200 chip sales to China could proceed following a licensing review and a proposed 25% fee. The decision reopened a limited pathway for exporting advanced US AI hardware, subject to regulatory approval in both Washington and Beijing.

If authorised, the H200 shipments would represent the most powerful US-made AI chips permitted in China since restrictions were introduced. The move could help NVIDIA monetise existing H200 inventory while easing pressure on its China business as it transitions towards newer Blackwell chips.

Strategically, the decision may slow China’s push for AI chip self-sufficiency, as domestic alternatives still lag behind NVIDIA’s technology.

At the same time, the policy highlights a transactional approach to export controls, raising uncertainty over long-term US efforts to contain China’s technological rise.

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AI agents set to reshape work in 2026

Google Cloud’s 2026 AI Agent Trends Report shows AI agents are moving from experimental tools to central business systems. Employees are shifting from routine execution to oversight and strategic decision-making.

The report highlights agents managing end-to-end workflows across teams, thereby improving efficiency and streamlining complex processes. Personalised customer service is becoming faster and more accurate thanks to these systems.

Security operations are seeing benefits as AI agents handle alerts, investigations and fraud detection more effectively. Human analysts can now focus on higher-value tasks while routine work is automated.

Companies are investing in continuous training to build an AI-ready workforce. The report emphasises that people, not just technology, will determine the success of AI adoption.

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AI and cloud transform New Zealand services

Microsoft’s first New Zealand hyperscale cloud region has celebrated one year, providing local businesses and services with AI-powered tools and secure data storage. Organisations are using these capabilities to innovate, improve operations and enhance customer experiences.

Collaborations with Spark and Whakarongorau Aotearoa show AI can reduce administrative workloads and strengthen service delivery. Initiatives also support skills development, helping students, teachers and job seekers gain technology-focused credentials.

The datacentre operates sustainably, using renewable energy and waterless cooling systems to lower carbon emissions. These technologies help public services and businesses become more efficient while reducing environmental impact.

Looking ahead, Microsoft plans to expand AI adoption across New Zealand, supporting productivity, community services and responsible innovation for the next phase of digital growth.

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Ghana sets framework for safe cryptocurrency trading and Bitcoin adoption

Ghana has formally legalised Bitcoin and cryptocurrency trading after parliament approved the Virtual Asset Service Providers Bill, 2025, closing a long-standing regulatory gap in the country’s digital asset market.

The legislation establishes a licensing and supervisory regime for crypto businesses under the Bank of Ghana. The central bank will oversee the sector, prioritising consumer protection and financial stability, while unlicensed operators may face sanctions or closure.

Under the new framework, individuals can trade crypto legally, while companies must meet reporting and compliance requirements. Officials say the law responds to fraud and money laundering risks while acknowledging the scale of crypto adoption nationwide.

Around 3 million Ghanaians have used cryptocurrency, with transactions totalling roughly $3 billion by June 2024. Licensing rules will be introduced gradually in 2026, as Ghana aligns with a broader African shift toward formal crypto regulation.

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How Microsoft is teaching AI to understand biological systems

Medicine still relies largely on population averages, even though genetic and cellular differences shape how diseases develop and respond to treatment.

Researchers at Microsoft argue that AI could transform healthcare by learning the language of biology and enabling truly personalised medicine instead of one-size-fits-all therapies.

Ava Amini, principal researcher at Microsoft Research, explains that AI can detect biological patterns at a scale impossible for human analysis.

Single cancer biopsies can generate tens of millions of data points, allowing AI models to identify meaningful signals and support precision treatment strategies tailored to individual patients.

Building on decades of biological coding systems, Microsoft has developed generative models such as EvoDiff and the Dayhoff Atlas to design new proteins using biological language.

Lab testing has shown a marked improvement in functional success, demonstrating that AI-driven protein design is moving beyond theory into real-world application.

Challenges remain in modelling entire human cells, where current AI systems still predict averages rather than biological diversity. Microsoft researchers continue to pursue integrated experimental and computational approaches, aiming to bring precision oncology closer to everyday clinical practice.

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Global data center investment hits record $61bn

Investment in data centres worldwide reached a record $61bn in 2025, according to a new report from S&P Global. The surge is being driven by growing demand for AI workloads, with construction and expansion showing little sign of slowing.

Analysts describe the market as a ‘global construction frenzy’ as companies race to meet rising hardware and energy requirements.

The report highlights that investors, unable to buy existing facilities, are increasingly turning to new builds. The sector, with 500 data centres in the UK and 4,000 in the US, is projected to expand faster over the next five years than the previous five.

The AI boom is pushing energy- and computer-intensive workloads to new extremes.

Concerns are emerging about potential overspending in the AI sector. Analysts note that companies like OpenAI, Oracle, and Nvidia are investing heavily despite uncertain returns.

OpenAI is expected to spend $143bn from 2024 to 2029, prompting concerns over profitability while still holding potential for major innovations. The rapid expansion of data centres also carries significant energy implications.

The International Energy Agency forecasts data centre electricity demand could more than double by 2030, matching Japan’s current total consumption and underscoring the scale needed for AI growth.

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xAI could reach AGI by 2026 as the AI race intensifies

Elon Musk has told xAI employees that the next two to three years will determine whether the company survives and emerges as a leading force in artificial general intelligence.

Speaking during a company-wide meeting, Musk argued that endurance during such a period could position xAI at the forefront of the AGI race.

Musk suggested that AGI could be achieved by xAI as early as 2026, pointing to rapid advances in the Grok model family. He has previously offered shifting timelines for AGI development, underscoring both technological momentum and persistent uncertainty surrounding the field.

The remarks come as competition across the AI sector intensifies, with OpenAI accelerating model releases and Google unveiling new iterations of its Gemini system. Against larger incumbents, xAI is positioning itself as a challenger focused on speed, scale and aggressive execution.

Central to that strategy is the Colossus project, which has already deployed around 200,000 GPUs and plans to expand to one million.

Musk also highlighted operational synergies with Tesla and SpaceX, while floating longer-term concepts such as space-based data centres, reinforcing xAI’s ambition to differentiate through scale and unconventional infrastructure.

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Hedge funds and banks drive growth in crypto-ETF trading

The US crypto market saw a significant shift in 2024 as the Securities and Exchange Commission authorised the first crypto-asset-backed exchange-traded funds (ETFs).

Regulated ETFs allowed institutional investors, including hedge funds and banks, to invest in Bitcoin and Ether, with assets reaching USD 115 billion and USD 17 billion, respectively, by November 2025.

Nearly 2,000 institutional investors gained exposure to Bitcoin ETFs in 2024, accounting for approximately 30% of the market by year-end. Hedge funds and asset managers led investments, while major banks acted as market makers and asset managers, boosting crypto-ETF growth.

The SEC’s 2025 authorisation of direct crypto-asset exchanges between broker-dealers and ETF issuers also enhanced market efficiency. Institutions increasingly use futures contracts to leverage positions and arbitrage between spot ETFs and futures markets.

Hedge funds often hold short positions in futures to profit from price differences, while asset managers and pension funds maintain net long positions. ETFs provide greater liquidity and lower transaction costs compared with direct crypto holdings.

Systemic risk concerns grow as a few custodians, including Coinbase with 80% of crypto-assets, dominate the market. Volatility, liquidity gaps, and concentrated custody could transmit crypto shocks to the wider financial system, underscoring the need for regulatory oversight.

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Ripple transforms cross-border payments with XRP

Cross-border payments have long struggled with delays and high costs, but networks like SWIFT could be transformed by systems that leverage blockchain. Ripple, launched by Ripple Labs in 2012, enables faster, more transparent, and cost-effective international transfers.

RippleNet, the company’s unified payment network, connects multiple banks via the interledger standard, removing intermediaries and enabling near-instant settlement. XRP, Ripple’s digital token, acts as a bridge currency to provide liquidity, though transactions can occur without it.

XRP boasts low fees, high scalability, and settlement times of just a few seconds.

Since its creation, Ripple has evolved from individual protocols to the unified RippleNet platform, supported by the XRPL Foundation. Unlike Bitcoin, XRP is premined and relies on a select group of validators, offering a different governance model and centralisation approach.

The network also supports broader financial applications, including central bank digital currencies, DeFi, and NFTs.

Despite its potential, investing in Ripple carries risks typical of crypto assets, including volatility, lack of regulation, and complexity. Investors are advised to research thoroughly and limit high-risk exposure to ensure a diversified portfolio.

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Mac users lose ChatGPT voice access in 2026

OpenAI has confirmed that Voice interactions will stop working in the ChatGPT macOS app as of 15 January 2026, affecting users who rely on spoken conversations instead of typing.

The company states that the change is part of a broader effort to streamline voice experiences across its platforms.

Currently, the Mac app allows hands-free, real-time conversations with ChatGPT. After the deadline, voice functionality will remain accessible through chatgpt.com, as well as on iOS, Android, and the Windows app. OpenAI stresses that no other macOS features will be removed.

According to OpenAI, recent updates have already brought Voice mode closer to standard chat interactions on mobile and the web, allowing users to review earlier messages and engage with visual content while speaking.

The company has suggested that the existing macOS Voice feature may not support its next-generation approach.

Mac users will be able to continue using Voice mode until mid-January 2026. After this date, voice-based interactions will require switching to other supported platforms until a potential macOS update is introduced.

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