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China boosts AI leadership with major model launches ahead of Lunar New Year

Leading Chinese AI developers have unveiled a series of advanced models ahead of the Lunar New Year, strengthening the country’s position in the global AI sector.

Major firms such as Alibaba, ByteDance, and Zhipu AI introduced new systems designed to support more sophisticated agents, faster workflows and broader multimedia understanding.

Industry observers also expect an imminent release from DeepSeek, whose previous model disrupted global markets last year.

Alibaba’s Qwen 3.5 model provides improved multilingual support across text, images and video while enabling rapid AI agent deployment instead of slower generation pipelines.

ByteDance followed up with updates to its Doubao chatbot and the second version of its image-to-video tool, SeeDance, which has drawn copyright concerns from the Motion Picture Association due to the ease with which users can recreate protected material.

Zhipu AI expanded the landscape further with GLM-5, an open-source model built for long-context reasoning, coding tasks, and multi-step planning. The company highlighted the model’s reliance on Huawei hardware as part of China’s efforts to strengthen domestic semiconductor resilience.

Meanwhile, excitement continues to build for DeepSeek’s fourth-generation system, expected to follow the widespread adoption and market turbulence associated with its V3 model.

Authorities across parts of Europe have restricted the use of DeepSeek models in public institutions because of data security and cybersecurity concerns.

Even so, the rapid pace of development in China suggests intensifying competition in the design of agent-focused systems capable of managing complex digital tasks without constant human oversight.

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European push for quantum photonic chips gains support from Ireland

Ireland is set to play a central role in a new European initiative to accelerate the development and manufacturing of quantum computing chips. The Photonics for Quantum (P4Q) project will begin in 2026 and involve partners from 12 countries working to strengthen Europe’s position in quantum technologies.

The programme, coordinated by the University of Twente in the Netherlands, brings together research institutes, semiconductor manufacturers and deep tech firms. Its goal is to establish a manufacturing ecosystem capable of producing high-quality quantum photonic chips at scale. Such chips are considered essential for advances in quantum computing, sensing and secure communication.

In Ireland, the project will be hosted by the Tyndall National Institute at University College Cork and supported by the Department of Further and Higher Education, Research, Innovation and Skills. Tyndall will focus on advanced packaging techniques for photonic chips, particularly those operating at cryogenic temperatures, a key hurdle in building scalable quantum systems.

Officials say the initiative aligns with Ireland’s broader semiconductor strategy and Europe’s ambition to build sovereign capability in advanced technologies. By contributing expertise in packaging and precision manufacturing, Ireland aims to help create a resilient supply chain for next-generation quantum devices.

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Tokyo semiconductor profits surge amid AI boom

Major semiconductor companies in Tokyo have reported strong profit growth for the April to December period, buoyed by rising demand for AI related chips. Several firms also raised their full year forecasts as investment in AI infrastructure accelerates.

Kioxia expects net profit to climb sharply for the year ending in March, citing demand from data centres in Tokyo and devices equipped with on device AI. Advantest and Tokyo Electron also upgraded their outlooks, pointing to sustained orders linked to AI applications.

Industry data suggest the global chip market will continue expanding, with World Semiconductor Trade Statistics projecting record revenues in 2026. Growth is being driven largely by spending on AI servers and advanced semiconductor manufacturing.

In Tokyo, Rapidus has reportedly secured significant private investment as it prepares to develop next generation chips. However, not all companies in Japan share the optimism, with Screen Holdings forecasting lower profits due to upfront capacity investments.

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India’s AI market set to surge to over $130 billion by 2032

The AI market in India has expanded from roughly $2.97 billion in 2020 to $7.63 billion in 2024, and is projected to reach $131.31 billion by 2032 at a compound annual growth rate (CAGR) of about 42.2 percent.

The growth outlook is underpinned by systematic progress across five layers of AI architecture, encompassing models, applications, chips, infrastructure and energy, with strong foundational infrastructure such as data centres and widespread internet connectivity enabling cloud adoption and data-driven services across sectors.

India’s acceleration in AI adoption aligns with broader digital trends and policy pushes, with readiness indices and talent penetration indicating that the nation is better positioned than many emerging economies to scale AI across industries.

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Next-gen AI infrastructure boosted by Samsung HBM4

Samsung Electronics has commenced mass production and commercial shipments of its next-generation HBM4 memory, marking the first industry deployment of the advanced high-bandwidth solution.

The launch strengthens the company’s position in AI infrastructure hardware as demand for accelerated computing intensifies.

Built on sixth-generation 10nm-class DRAM and a 4nm logic base die, HBM4 delivers transfer speeds of 11.7Gbps, with performance scalable to 13Gbps. Bandwidth per stack has surged, reducing data bottlenecks as AI models and processing demands grow.

Engineering upgrades extend beyond raw speed. Enhanced stacking architecture, low-power design integration, and thermal optimisation have improved energy efficiency and heat dissipation, supporting large-scale data centre deployments and sustained GPU workloads.

Production scale-up is already in motion, backed by expanded manufacturing capacity and industry partnerships. Samsung expects HBM revenue growth to accelerate into 2026, with next-generation variants and custom configurations scheduled for future release cycles.

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Global leaders turn to AI adoption as Davos priorities evolve

AI dominated this year’s World Economic Forum, with debate shifting from experimentation to execution. Leaders focused on scaling AI adoption, delivering economic impact, and ensuring benefits extend beyond a small group of advanced economies and firms.

Concerns centred on the risk that AI could deepen global inequality if access to computing, data, power, and financing remains uneven. Without affordable deployment in health, education, and public services, support for AI’s rising energy and infrastructure demands could erode quickly.

Geopolitics has become inseparable from AI adoption. Trade restrictions, export controls, and diverging regulatory models are reshaping access to semiconductors, data centres, and critical minerals, making sovereignty and partnerships as important as innovation.

For developing economies, widespread AI adoption is now a development priority rather than a technological luxury. Blended finance and targeted investment are increasingly seen as essential to fund infrastructure and direct AI toward productivity, resilience, and inclusion.

Discussions under the ‘Blue Davos‘ theme highlighted how AI is embedded in physical and environmental systems, from energy grids to oceans. Choices on governance, financing, and deployment will shape whether AI supports sustainable development or widens existing divides.

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Startup founded by Nobel laureate focuses on scalable quantum chips

Renowned physicist John Martinis, a Nobel Prize winner, is pursuing a new quantum computing breakthrough. His early work proved electrical circuits could behave like quantum particles, enabling modern quantum machines.

Momentum grew when Martinis led Google’s ‘quantum supremacy’ experiment, outperforming classical computers in specialised tasks. Scaling remains difficult because fragile qubits, complex wiring and manufacturing limits reduce reliability.

Startup QoLab, founded in 2024, is redesigning quantum chip architecture to solve those hardware problems. Integrating components onto chips could reduce wiring, improve stability and enable larger systems.

Useful quantum computers could transform chemistry, materials science and complex simulations beyond classical limits. Martinis believes hardware innovation and scalable manufacturing will determine future industry leaders.

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New platform uses quantum simulator technology to model exotic materials

Researchers in Australia have built the largest quantum simulator yet to study complex quantum materials and advanced electronic behaviour. By placing individual atoms on silicon chips, the system recreates real-material interactions directly at the quantum level.

Unlike conventional computers, which struggle to model certain effects accurately, the simulator directly mirrors how electrons interact inside materials such as superconductors. This allows scientists to explore phenomena that would otherwise require enormous computational resources.

The system, known as Quantum Twins, consists of grids containing 15,000 qubits arranged to emulate atomic structures. By controlling how electrons move and interact across the grid, researchers can replicate key material properties linked to conductivity and magnetic behaviour.

Early experiments successfully simulated transitions between conducting and insulating states, as well as responses to magnetic fields. These results suggest the platform can handle complex two-dimensional systems that challenge classical modelling techniques.

Scientists in Australia believe the simulator could accelerate research into unconventional superconductors and other advanced materials, with potential applications in energy, electronics, medicine, and artificial photosynthesis technologies.

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US security process delays Nvidia chip sales

Nvidia’s plans to export its H200 AI chips to China remain pending nearly two months after US President Donald Trump approved. A national security review is still underway before licences can be issued to Chinese customers.

Chinese companies have delayed new H200 orders while awaiting clarity on licence approvals and potential conditions, according to people familiar with the discussions. The uncertainty has slowed anticipated demand and affected production planning across Nvidia’s supply chain.

In January, the US Commerce Department eased H200 export restrictions to China but required licence applications to be reviewed by the departments of State, Defence, and Energy.

Commerce has completed its analysis, but inter-agency discussions continue, with the US State Department seeking additional safeguards.

The export framework, which also applies to AMD, introduces conditions related to shipment allocation, testing, and end-use reporting. Until the review process concludes, Nvidia and prospective Chinese buyers remain unable to proceed with confirmed transactions.

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€50m boost for Europe’s quantum chip ambitions

Europe is stepping up efforts to industrialise quantum technologies with a €50 million investment in superconducting quantum devices. Funding from the EU Chips Joint Undertaking and national agencies will support the Supreme consortium’s work from early 2026.

Superconducting quantum systems rely on ultra-low temperatures to maintain qubit stability, making manufacturing processes complex and costly. Supreme aims to develop reliable fabrication methods that can be scaled across Europe.

Access to these technologies will be opened to companies through shared pilot production runs and process design kits. Such tools are intended to lower barriers for firms developing quantum hardware and related systems.

The initiative also responds to Europe’s weaker performance in quantum patents compared with research output. Alignment with the upcoming Quantum Act and the EU Chips Act is expected to strengthen commercial uptake and industrial competitiveness.

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