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France pushes EU AI gigafactories to support European technology

In the EU, France is calling for planned European AI ‘gigafactories’ to focus on testing and scaling European technologies rather than primarily increasing demand for hardware from companies such as Nvidia.

The large computing facilities are intended to provide the infrastructure needed to train advanced AI systems. However, officials in France argue that the projects should strengthen Europe’s technological capabilities rather than reinforce reliance on foreign suppliers.

Several EU countries, including Poland, Austria and Lithuania, support using the infrastructure to improve Europe’s digital resilience.

The initiative forms part of the European Commission’s wider plans to expand computing capacity and support the development of a stronger European AI ecosystem.

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Switzerland is at the centre of a quiet rebellion in chip design

A Swiss-based open-source technology is quietly challenging the semiconductor industry’s concentration of power, in which most of the world’s digital devices depend on instruction set architectures licensed by just two companies: Intel in the US and ARM in the UK.

The RISC-V International Association, headquartered in Zurich since 2020, maintains an open-source alternative that allows chip designers to build without paying licensing fees or seeking permission from governments that control proprietary architectures.

The appeal has grown considerably. The association now counts more than 4,500 members, including US heavyweights such as Nvidia, Microsoft, and Google alongside Chinese giants Huawei, Tencent, and Alibaba, with Nvidia alone shipping over a billion RISC-V cores in 2024.

Switzerland’s political neutrality has been central to the association’s appeal, with its CEO Andrea Gallo describing the Zurich base as ‘a testament to our neutrality across all time zones, geographies and cultures.’

However, experts caution that RISC-V still faces a steep climb before it can challenge industry leaders. Frank Gürkaynak of ETH Zurich noted that the real challenge is not building a processor but assembling the entire software ecosystem around it, a task requiring hundreds of years of combined working hours.

The association is now collaborating with Linux to create an open-source trio of software, architecture, and hardware, with ambitions for RISC-V to become the global ISA of choice.

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Japan expands strategic investment in AI, quantum computing, and drones

Japan has identified dozens of advanced technologies as priority investment targets as part of an economic strategy led by Sanae Takaichi.

The plan aims to channel public and private capital into industries expected to drive long-term economic growth.

Government officials selected 61 technologies and products for support across 17 strategic sectors. The list includes emerging fields such as AI, quantum computing, regenerative medicine and marine drones.

Many of these technologies are still in early development, but are considered important for economic security and global competitiveness.

The strategy forms a central pillar of Takaichi’s broader economic agenda to strengthen Japan’s industrial base and encourage investment in high-growth sectors. Authorities plan to release spending estimates and implementation timelines by summer as part of a detailed investment roadmap.

Japan has also set ambitious market goals in several sectors. Officials aim to secure more than 30% of the global AI robotics market by 2040 while increasing annual sales of domestically produced semiconductors to ¥40 trillion.

Several Japanese technology companies could benefit from the policy direction. Firms such as Fanuc, Yaskawa Electric and Mitsubishi Electric are integrating AI into industrial robots, while Sony Group produces sensors used in robotic systems.

Chipmakers, including Rohm, Kioxia and Renesas Electronics, may also benefit from increased investment in semiconductor manufacturing and related supply chains.

Despite strong investor interest, analysts note uncertainty about how the programme will be financed, particularly as Japan faces rising spending pressures from social security, defence and public debt.

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AI chips exports face tighter US oversight under new proposal

Washington is considering rules that would require US government approval for overseas purchases of AI chips, tightening control over the global semiconductor supply chain. Draft proposals would make foreign buyers seek Department of Commerce authorisation before acquiring AI chips from US suppliers.

Furthermore, scrutiny will vary by order size, giving US authorities more oversight of international demand for advanced processors. The proposed rules could significantly expand oversight of leading semiconductor manufacturers such as NVIDIA and AMD, whose AI chips underpin many advanced AI systems.

The new approach to regulating exports of AI chips marks a shift toward a more interventionist strategy. Previously, during the Biden administration, an AI diffusion regulation was finalised to control the global spread of AI technology. Yet, before this rule could take effect, the current administration scrapped it. Building on these developments, the current proposed rules represent a new chapter in US AI export policy.

A US Department of Commerce spokesperson said the agency remains committed to ‘promoting secure exports of the American tech stack,’ but rejected claims that the government is reviving the earlier diffusion framework, calling it ‘burdensome, overreaching, and disastrous.’

Meanwhile, critics warn that tighter controls could have unintended effects. Restrictions on AI chip exports may drive international buyers to non-US suppliers, potentially weakening US leadership in advanced semiconductor technology as global AI hardware competition intensifies.

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Growing robotics market positions Qualcomm for next technology wave

Qualcomm expects robotics to become a significant business opportunity within two years, according to chief executive Cristiano Amon. The company is increasingly expanding beyond smartphones as it searches for new long-term growth markets.

Earlier this year, Qualcomm introduced its Dragonwing processor designed specifically for robotics applications. The chipset aims to operate across multiple robotic platforms using a scalable approach similar to its successful mobile processor strategy.

Industry enthusiasm for robotics has grown alongside rapid advances in AI technologies. Often described as ‘physical AI’, these systems allow robots to interpret surroundings and perform complex tasks more effectively.

Market forecasts suggest strong future demand, with analysts predicting robotics could develop into a multi-trillion-dollar global industry. Technology leaders across the semiconductor sector increasingly view intelligent machines as a major next computing platform.

Robotics innovation featured prominently at Mobile World Congress in Barcelona, where companies showcased emerging autonomous machines. Growing investment highlights intensifying competition to shape the future of AI-powered automation worldwide.

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Samsung strengthens Japan 5G rollout with Rakuten Mobile partnership

Samsung has secured an agreement with Rakuten Mobile to deliver Open RAN-compliant 5G radios supporting a nationwide mobile network upgrade across Japan. Commercial deployment is expected to begin in 2026 following extensive testing of the cloud-native infrastructure.

Rakuten Mobile continues to expand its fully virtualised network architecture, designed to improve flexibility, performance, and vendor interoperability. The integration of Samsung equipment demonstrates growing industry confidence in Open RAN technology at large-scale commercial deployments.

Equipment supplied includes low-band and mid-band radios, alongside energy-efficient Massive MIMO systems operating in the 3.8 GHz spectrum. Compact hardware enables easier installation on buildings and street infrastructure while improving capacity in dense urban areas.

Executives from both companies highlighted ambitions to accelerate AI-enabled networks and global Open RAN adoption. Samsung also positioned the partnership as a step toward future 6G innovation and broader next-generation connectivity services.

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Samsung advances AI RAN with NVIDIA breakthrough

The South Korean electronics company, Samsung, has completed a multi-cell test that brings its virtualised RAN software together with accelerated computing from NVIDIA.

A validation that took place in a realistic network environment confirms that the combined architecture is nearing commercial readiness as AI-native networks continue to evolve.

The company plans to highlight the achievement at Mobile World Congress 2026 as part of its broader push toward software-driven networks that use AI instead of fixed hardware optimisation.

Samsung will demonstrate an AI-based MIMO beamformer running on NVIDIA infrastructure, which offers operators higher throughput and improved spectral efficiency by extracting more value from existing spectrum.

NVIDIA and Samsung are also advancing a unified processor design that integrates CPU and GPU within a single chipset, enabling faster and more efficient data exchange.

Recently, Samsung integrated its vRAN software with the NVIDIA ARC Compact platform equipped with the Grace CPU and L4 GPU, taking another step toward commercial AI-RAN deployments.

The firm says that experience from large-scale vRAN rollouts and close collaboration with industry computing partners strengthens its position in delivering AI-powered network platforms for operators worldwide.

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DeepSeek V4 tests China’s AI ambitions against US rivals

China’s DeepSeek is reportedly preparing to release its latest AI model, according to a Financial Times report. The planned debut of the company’s V4 large language model is seen as another test of China’s ability to compete with leading US AI firms.

Sources cited by the report said V4 will be a multimodal model capable of generating images, video, and text. DeepSeek has reportedly worked with Huawei and Cambricon to optimise the model for Chinese AI chips.

The release is expected ahead of the annual Two Sessions parliamentary meetings in China, which begin on 4 March. Analysts say the timing could reinforce DeepSeek’s positioning as a national AI champion.

The launch would be the company’s first major model release since its R1 reasoning system debuted in January last year. DeepSeek claimed R1 matched leading US models while using less computing power, a development some compared to a ‘Sputnik moment’ for American technology firms.

Separately, AI researcher Andrew Ng said the industry remains decades away from achieving artificial general intelligence (AGI). He argued that systems capable of matching human intellectual breadth remain distant, despite steady advances in model performance.

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Qualcomm unveils AI focused wearable chip

Qualcomm has unveiled its Snapdragon Wear Elite chip at MWC 2026 in Barcelona, positioning it for a new wave of AI-driven wearable devices. The company said the processor is aimed at pins, pendants, and potentially display-free smart glasses.

Built on a 3nm process, the chip includes both an eNPU for low-power AI tasks and a Hexagon NPU for heavier on-device processing. Qualcomm said the platform can handle up to two billion parameters locally, supporting more advanced AI features without relying on the cloud.

The Snapdragon Wear Elite is designed to sit alongside the existing W5 Plus rather than replace it. Qualcomm added that the chip improves power efficiency, with GPS tracking using 40 per cent less power and fast charging that delivers around 50 per cent of battery capacity in 10 minutes.

Connectivity features include satellite support, 5G, ultra wideband and Bluetooth 6.0. Qualcomm signalled that longer battery life and on-device AI performance will be central to the next generation of wearable AI gadgets.

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AI data centre boom drives global memory chip shortage

Global demand for AI data centres is creating a severe shortage of memory chips, disrupting supply chains across the consumer electronics industry. Manufacturers warn shortages of RAM could lead to higher prices and delayed shipments for devices including laptops, smartphones and gaming consoles.

Only three companies dominate global RAM production, with capacity increasingly redirected towards high-bandwidth memory used in AI systems. Analysts say rapid investment in AI infrastructure has absorbed available supply faster than manufacturers can expand production facilities.

Major technology firms are already feeling pressure as memory costs rise and inventories tighten. Companies including Apple, HP, Dell and Qualcomm have warned investors that pricing increases and weaker forecasts may follow if shortages persist.

Gaming and computer manufacturers are exploring different responses, ranging from price increases to redesigning products that require less memory. Experts expect supply constraints to continue through the year as chipmakers attempt to balance AI demand with consumer electronics needs.

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