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SAP urges Europe to leverage industrial expertise in global AI race against US and China

SAP board member Thomas Saueressig argues Europe can dominate industrial AI by focusing on specialized AI applications rather than large language models. The software giant points to Europe's industrial knowledge and data expertise as key competitive advantages, even as the continent faces challenges including lower data center computing power and limited funding for start-ups.

Technology2 sources

SAP urges Europe to leverage industrial expertise in global AI race against US and China

Technology2 sources

Nvidia invests $4 billion in photonics firms to secure supply chain for next-generation AI

Nvidia has committed $4 billion across two photonics manufacturers, Lumentum and Coherent, in a strategic move to secure advanced optical technologies for AI infrastructure. The investment includes multibillion-dollar purchase commitments and capacity rights for laser components that enable light-based data transfer in AI data centers, addressing bandwidth limitations as AI workloads grow.

Business10 sources

Nvidia invests $4 billion in photonics firms to secure supply chain for next-generation AI

Business10 sources

China targets 5x increase in advanced chip output to fuel AI ambitions despite equipment constraints

China's top chipmakers including SMIC and Hua Hong Semiconductor are racing to quintuple production of 7nm and 5nm chips within two years, aiming for 100,000 wafers monthly to meet surging AI demand. The ambitious expansion faces significant hurdles as export controls limit access to critical manufacturing equipment from Western suppliers.

Business2 sources

China targets 5x increase in advanced chip output to fuel AI ambitions despite equipment constraints

Business2 sources

Rebel Startups Challenge SK and LG in South Korea's 'AI Squid Game' for National AI Dominance

South Korea launched a state-backed AI competition dubbed 'AI Squid Game' where rebel startups Motif Technologies and Upstage face off against industrial giants SK Group and LG Group. The Ministry of Science and ICT oversees this multi-stage contest to select two best homegrown AI models, marking a shift in government strategy from backing conglomerates to supporting agile tech entrepreneurs in the global AI race.

Technology2 sources

Rebel Startups Challenge SK and LG in South Korea's 'AI Squid Game' for National AI Dominance

Technology2 sources

Brazil and India forge alliance on critical minerals and AI to reshape global technology order

Brazil's President Lula and India's PM Modi are set to announce a framework agreement on critical minerals and artificial intelligence cooperation. With Brazil holding the world's second-largest rare earths reserves, both nations aim to move beyond raw material supply to processing, challenging China's dominance. The partnership positions emerging economies as key voices in shaping AI regulation and technology development.

Policy2 sources

Brazil and India forge alliance on critical minerals and AI to reshape global technology order

Policy2 sources

India unveils homegrown AI models at major summit, but experts say DeepSeek moment remains distant

Indian AI startups showcased locally-built models at New Delhi's AI Impact Summit, with Prime Minister Modi celebrating 'Made in India' innovation. Sarvam AI released models optimized for 22 Indian languages, while Gnani.ai launched Vachana speech models trained on over a million hours of audio. But analysts suggest India's realistic path lies in becoming the world's largest AI adoption market rather than a frontier innovation hub.

Technology2 sources

India unveils homegrown AI models at major summit, but experts say DeepSeek moment remains distant

Technology2 sources

Macron defends EU AI rules at Delhi summit, vows action on child safety and monopolies

French President Emmanuel Macron rejected US criticism of European AI regulation at the AI Impact Summit in Delhi, calling for stronger protections against child digital abuse and AI monopolies. Speaking alongside UN Secretary General António Guterres and Indian PM Narendra Modi, Macron defended Europe as a safe space for innovation while announcing France's plan to ban social media for children under 15.

Policy4 sources

Macron defends EU AI rules at Delhi summit, vows action on child safety and monopolies

Policy4 sources

India positions itself as AI bridge between US and China at chaotic but ambitious summit

India hosted the AI Impact Summit in New Delhi, bringing together tech leaders like Sam Altman and Dario Amodei to position itself as a voice for the Global South. Prime Minister Narendra Modi pitched a middle path between US corporate-led and Chinese state-backed AI development, while securing $110 billion in investments despite lacking frontier computing infrastructure.

Policy22 sources

India positions itself as AI bridge between US and China at chaotic but ambitious summit

Policy22 sources

NPCI partners with Nvidia to build sovereign AI infrastructure for India's digital payments

NPCI has partnered with Nvidia to develop a payments-native AI foundation model aligned with India's regulatory and data sovereignty requirements. The collaboration will use Nvidia Nemotron to create a foundational AI layer for the payments ecosystem, building on the UPI Help Assistant pilot that supports grievance resolution at scale.

Technology2 sources

NPCI partners with Nvidia to build sovereign AI infrastructure for India's digital payments

Technology2 sources

Sarvam AI Launches Indus Chat App as Indian Startup Takes on ChatGPT and Gemini

Bengaluru-based Sarvam AI has launched its Indus chat app, powered by a 105-billion-parameter model built specifically for India's 22 official languages. The startup trained its AI models for Indian market with just 40 researchers and 4,000 GPUs over six months, positioning itself as a frugal alternative to global rivals like ChatGPT and Gemini while advancing India's sovereign AI ambitions.

Technology9 sources

Sarvam AI Launches Indus Chat App as Indian Startup Takes on ChatGPT and Gemini

Technology9 sources

Yotta Data Services invests $2 billion to build Asia's largest AI hub with Nvidia Blackwell chips

Yotta Data Services is deploying over 20,000 NVIDIA Blackwell Ultra GPUs in a $2 billion investment that will create one of Asia's largest AI superclusters. The facility, going live by August 2026 in Greater Noida, includes a $1 billion four-year DGX Cloud engagement and marks India's first deployment of Blackwell B300 GPUs, positioning the country as a major AI infrastructure node.

Technology8 sources

Yotta Data Services invests $2 billion to build Asia's largest AI hub with Nvidia Blackwell chips

Technology8 sources

SpaceX vets raise $50M to mass-produce American-made optical transceivers for AI data centers

Three SpaceX engineers who developed optical communications for Starlink satellites have raised $50 million in Series A funding for Mesh Optical Technologies. The Los Angeles startup aims to mass-produce American-made optical transceivers, addressing supply chain vulnerabilities as the devices dominated by Chinese manufacturers become critical for AI training clusters.

Startups2 sources

SpaceX vets raise $50M to mass-produce American-made optical transceivers for AI data centers

Startups2 sources

Mistral AI acquires Koyeb in first deal to accelerate its cloud infrastructure push

Mistral AI, valued at $13.8 billion, has acquired Paris-based Koyeb to strengthen its position as a full-stack AI provider. The deal brings serverless deployment technology and 13 engineers to accelerate Mistral Compute, the company's AI cloud infrastructure platform launched in June 2025. This marks Europe's push to build sovereign AI infrastructure independent of U.S. hyperscalers.

Business5 sources

Mistral AI acquires Koyeb in first deal to accelerate its cloud infrastructure push

Business5 sources

Gnani.ai unveils Inya VoiceOS, India's first 5-billion-parameter voice-to-voice AI model

Indian AI startup Gnani.ai launched Inya VoiceOS at the India AI Impact Summit 2026, marking a significant milestone as India's first voice-to-voice AI system. The 5-billion-parameter model processes speech directly without converting to text, trained on 14 million hours of multilingual Indian speech data. Prime Minister Narendra Modi formally unveiled the system, which supports over 15 Indian languages and handles code-mixed conversations.

Technology2 sources

Gnani.ai unveils Inya VoiceOS, India's first 5-billion-parameter voice-to-voice AI model

Technology2 sources

Modi pitches India as affordable AI hub at summit, drawing $200 billion in investments

Prime Minister Narendra Modi positioned India as a hub for affordable and scalable artificial intelligence at the India AI Summit in New Delhi. The event drew over a dozen heads of state and tech executives, with more than $200 billion in AI investments expected over the next two years. The summit faced organizational challenges and a surprise withdrawal by Bill Gates, but showcased India's ambition to bridge advanced economies and the Global South in AI development.

Business28 sources

Modi pitches India as affordable AI hub at summit, drawing $200 billion in investments

Business28 sources

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