Telecommunications infrastructure

NVIDIA eyes recovery in China after export deal ahead of Q2 report

NVIDIA is due to report its Q2 2026 financial results after the US market closes on 27 August, and analysts are expecting strong performance.

Consensus forecasts place revenue at around US $45.9 billion, up about 50 percent year-on-year, driven by ongoing demand for Blackwell GPUs, data centre expansion and redistribution of AI infrastructure investments globally.

Export changes are also pivotal. After entering a deal to resume H20 chip sales to China, despite revenue-sharing conditions, NVIDIA could reclaim as much as US$8 billion during Q2, mitigating past losses caused by restrictions.

Beyond geopolitical shifts, the Blackwell Ultra GPU is central to growth. Offering up to 50 times faster AI inference than earlier models, it is increasingly stocked by cloud providers and hyperscalers. Markets view this as a strategic advantage, fueling long-term AI momentum.

Risks remain. Gross margins may recover from prior pressure due to licensing charges, but margin expansion depends on supply and TAM realisation. China’s policy environment is also uncertain, making future guidance cautious for some analysts.

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Dell expands AI innovation hub in Singapore to drive regional growth

Dell Technologies has launched a new Asia Pacific and Japan AI Innovation Hub in Singapore, strengthening its role in advancing AI across the region.

The hub extends the company’s Global Innovation Hub, which has already received more than US$50 million in investment since 2019. Its focus is on driving AI transformation, enablement and leadership, in line with Singapore’s National AI Strategy 2.0.

Instead of offering only infrastructure, the hub delivers end-to-end support, from strategy to deployment, helping enterprises bridge the gap between ambition and practical results. Research shows 62% of Singaporean businesses prefer such holistic partnerships.

Since 2024, the hub has developed about 50 AI prototypes and carried out more than 100 proof-of-concepts, workshops and demonstrations across areas such as generative and predictive AI.

The projects have already influenced multiple sectors. In energy, AI solutions are strengthening infrastructure resilience and enhancing customer engagement with digital humans and chatbots.

In telecommunications, AI is supporting agility and operational efficiency, while in education, cloud-based technologies are empowering research and innovation.

Dell’s AI Centre of Excellence Lab further supports these initiatives by testing solutions for AI PCs and edge computing in collaboration with academic and hardware partners.

A strong emphasis is also placed on skills development. By the end of 2025, the hub aims to train around 10,000 students and mid-career professionals in AI engineering, platform engineering and related fields.

Working with 10 local institutes, Dell is addressing the talent shortage reported by nearly half of Singaporean organisations. Events such as the Dell InnovateFest and the Dell Innovation Challenge provide platforms for students and partners to showcase ideas and create solutions for social good.

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Google launches standalone Password Manager app for Android

Google has released its Password Manager as a standalone app for Android, separating the service from Chrome for easier access. The new app allows users to quickly view and manage saved passwords, passkeys and login details directly from their phone.

The app itself does not introduce new features. It functions mainly as a shortcut to the existing Password Manager already built into Android and Chrome.

For users, there is little practical difference between the app and the integrated option, although some may prefer the clarity of having a dedicated tool instead of navigating through browser settings.

For Google, however, the move brings advantages. By listing Password Manager in the Play Store, the company can compete more visibly with rivals like LastPass and 1Password.

Previously, many users were unaware of the built-in feature since it was hidden within Chrome. The Play Store presence also gives Google a direct way to push updates and raise awareness of the service.

The app arrives with Google’s Material 3 design refresh, giving it a cleaner look that aligns with the rest of Android. Functionality remains unchanged for now, but the shift suggests Google may expand the app in the future.

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South Korea unveils five-year AI blueprint for ‘super-innovation economy’

South Korea’s new administration has unveiled a five-year economic plan to build what it calls a ‘super-innovation economy’ by integrating AI across all sectors of society.

The strategy, led by President Lee Jae-myung, commits 100 trillion won (approximately US$71.5 billion) to position the country among the world’s top three AI powerhouses. Private firms will drive development, with government support for nationwide adoption.

Plans include a sovereign Korean-language AI model, humanoid robots for logistics and industry, and commercialising autonomous vehicles by 2027. Unmanned ships are targeted for completion by 2030, alongside widespread use of drones in firefighting and aviation.

AI will also be introduced into drug approvals, smart factories, welfare services, and tax administration, with AI-based tax consultations expected by 2026. Education initiatives and a national AI training data cluster will nurture talent and accelerate innovation.

Five domestic firms, including Naver Cloud, SK Telecom, and LG AI Research, will receive state support to build homegrown AI foundation models. Industry reports currently rank South Korea between sixth and 10th in global AI competitiveness.

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Orange suffers major data breach

Orange Belgium has confirmed a data breach affecting 850,000 customers, after a cyberattack targeted one of its internal IT systems. The attack, discovered in late July, exposed names, phone numbers, SIM card details, tariff plans and PUK codes. No financial or password data was compromised.

The telecoms provider blocked access to the affected system and notified authorities. A formal complaint has also been filed with the judiciary. All affected users are being informed via email or SMS and are urged to stay alert for phishing and identity fraud attempts.

Orange Belgium has advised users to strengthen account security with strong, unique passwords and to be cautious of suspicious links and messages. This marks the third cyber incident involving Orange in 2025, following earlier attacks, though those breaches varied in impact.

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EU speeds up digital euro plans after US stablecoin law

The European Union is accelerating work on a digital euro after the United States introduced new legislation to regulate the $288 billion stablecoin market. Brussels officials warn the euro may lose ground to dollar-backed tokens without swift action.

Sources told the Financial Times that regulators are revisiting issuing the digital euro on public blockchains such as Ethereum or Solana. Privacy concerns had blocked the option, but US developments have led Europe to reconsider.

The European Central Bank warned that reliance on foreign payment systems could weaken Europe’s financial sovereignty. A digital € would provide strategic autonomy, countering the risk of deposits flowing abroad and reinforcing the euro’s role in international settlements.

China has already rolled out its digital yuan, while the UK is evaluating a digital pound. The US market is dominated by companies such as Circle and Tether, with banks like Citi and JPMorgan preparing their own tokens.

Although smaller euro stablecoins exist, ECB officials say a digital € would cement Europe’s competitive position in the evolving global financial system.

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Meta strikes $10 billion cloud deal with Google

Meta has signed a cloud computing deal with Google worth more than $10 billion, marking one of the most significant agreements in the industry.

The six-year partnership will see Meta use Google Cloud’s servers, storage, networking and other services to power its massive AI projects.

The deal comes as Meta accelerates its AI infrastructure spending, with CEO Mark Zuckerberg pledging hundreds of billions of dollars for new data centres.

Last month, Meta raised its capital expenditure forecast to $72 billion and disclosed plans to offload $2 billion in data centre assets to outside partners.

The partnership highlights a growing trend of rival technology giants collaborating on AI infrastructure. Just weeks earlier, OpenAI struck a similar deal to use Google Cloud services despite being a competitor in the AI field.

These agreements have boosted Google Cloud’s performance, which saw a 32% jump in second-quarter revenue in July, surpassing market expectations.

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Russia pushes mandatory messaging app Max on all new devices

Russia will require all new mobile phones and tablets sold starting in September, including a government-backed messenger called Max. Developed by Kremlin-controlled tech firm VK, the app offers messaging, video calls, mobile payments, and access to state services.

Authorities claim Max is a safe alternative to Western apps, but critics warn it could act as a state surveillance tool. The platform is reported to collect financial data, purchase history, and location details, all accessible to security services.

Journalist Andrei Okun described Max as a ‘Digital Gulag’ designed to control daily life and communications.

The move is part of Russia’s broader push to replace Western platforms. New restrictions have already limited calls on WhatsApp and Telegram, and officials hinted that WhatsApp may face a ban.

Telegram remains widely used but is expected to face greater pressure as the Kremlin directs officials to adopt Max.

VK says Max has already attracted 18 million downloads, though parts of the app remain in testing. From 2026, Russia will also require smart TVs to come preloaded with a state-backed service offering free access to government channels.

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Energy independence enables new models for data centre construction

Many data centre developers face delays due to grid constraints or unreliable utilities. To circumvent these challenges, they are embracing alternative power setups.

Popular options include solar arrays paired with battery storage, microgrid deployments, mobile gas generators, and even hydrogen fuel cells. These systems offer more control, robust uptime and faster deployment than waiting for utility upgrades.

Such energy independence also increases site flexibility. Operators can choose locations without worrying about grid strengthening or local permitting delays, enhancing both scalability and disaster resilience.

As demand for cloud and AI capacity grows, hybrid energy architectures are proving vital. They ensure continuity and avoid overtaxed grid infrastructure.

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Turkey plans 5G rollout after October auction and spectrum allocations

Turkey’s government is preparing a long-awaited 5G frequency auction in October, with the Transport and Infrastructure Minister announcing that the first services should begin in 2026.

The auction will offer 11 spectrum packages across the 700 MHz and 3.5 GHz bands, with individual packages valued between $50 million and $425 million. The minimum total reserve price is set at $2.13 billion. Operators Turkcell, Türk Telekom and Vodafone Turkey are expected to participate.

Existing mobile licences, set to expire in 2029, will be rolled over through this process. Operators will be required to contribute 5 percent of their annual revenues as part of the renewal. The government aims for full nationwide 5G rollout within a few years following the initial launch.

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