China Curbs Exports of Key Chipmaking Components to US

The flag of China is placed next to the elements of Gallium and Germanium on a periodic table, in this illustration picture taken on July 6, 2023. (Reuters)
The flag of China is placed next to the elements of Gallium and Germanium on a periodic table, in this illustration picture taken on July 6, 2023. (Reuters)
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China Curbs Exports of Key Chipmaking Components to US

The flag of China is placed next to the elements of Gallium and Germanium on a periodic table, in this illustration picture taken on July 6, 2023. (Reuters)
The flag of China is placed next to the elements of Gallium and Germanium on a periodic table, in this illustration picture taken on July 6, 2023. (Reuters)

Beijing said Tuesday it would restrict exports to the United States of some key components in making semiconductors, after Washington announced curbs targeting China's ability to make advanced chips.

Among the materials banned from export are metals gallium, antimony and germanium, Beijing's commerce ministry said in a statement that cited "national security" concerns.

Exports of graphite, another key component, will also be subject to "stricter reviews of end-users and end-uses", the ministry said.

"To safeguard national security interests and fulfill international obligations such as non-proliferation, China has decided to strengthen export controls on relevant dual-use items to the United States," Beijing said.

"Any organization or individual in any country or region violating the relevant regulations will be held accountable according to the law," it added.

In its own latest curbs, Washington on Monday announced restrictions on sales, without additional permission, to 140 companies including Chinese chip firms Piotech and SiCarrier.

They also impact Naura Technology Group, which makes chip production equipment, according to the US Commerce Department.

The move expands Washington's efforts to curb exports of state-of-the-art chips to China, which can be used in advanced weapons systems and artificial intelligence.

The new US rules also include controls on two dozen types of chip-making equipment and three kinds of software tools for developing or producing semiconductors.

Beijing swiftly vowed to defend its interests, saying the United States "abuses export control measures" and has "hindered normal economic and trade exchanges".

- 'Weaponized' trade -

And on Tuesday, China said Washington had "politicized and weaponized economic, trade and technological issues" as it unveiled its own export curbs.

The moves also restrict the exports of "dual-use items to United States military users or for military purposes", Beijing said.

China accounts for 94 percent of the world's production of gallium -- used in integrated circuits, LEDs and photovoltaic panels -- according to a report by the European Union published this year.

For germanium, essential for fiber optics and infrared, China makes up 83 percent of production.

Beijing last year had already tightened restrictions on exporters of the metals, requiring them to provide information on the final recipient and give details about their end use.

But the curbs unveiled Tuesday now ban them outright.

It had also previously restricted curbs on exports of certain types of graphite --also key to making batteries for electric vehicles.

"The move is clearly a retaliatory strike at the US," Dylan Loh, an assistant professor at Singapore's Nanyang Technological University, told AFP.

"It drives home an important point which is that China is not completely passive (and) there are some cards it can play and hit the US with as well with regards to chips," Loh added.

These "back and forth curbs" could create supply chain disruption, as well as inflationary pressures, should they affect trade for third parties, said Chong Ja Ian, an associate professor of political science from the National University of Singapore.

But while the metals play critical roles in high-tech industries, they are upstream in the supply chain, which means their immediate impact on production "is limited", Brady Wang, associate director at technology market research firm Counterpoint, told AFP.

"As the US-China trade tensions have persisted for some time, many intermediary manufacturers in the supply chain have been stockpiling these materials," Wang added.



India Eyes $200B in Data Center Investments as It Ramps Up Its AI Hub Ambitions

FILE -Google CEO Sundar Pichai, right, interacts with India's Minister for Information and Technology Ashwini Vaishnaw during Google for India 2022 event in New Delhi, Dec. 19, 2022. (AP Photo/Manish Swarup), File)
FILE -Google CEO Sundar Pichai, right, interacts with India's Minister for Information and Technology Ashwini Vaishnaw during Google for India 2022 event in New Delhi, Dec. 19, 2022. (AP Photo/Manish Swarup), File)
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India Eyes $200B in Data Center Investments as It Ramps Up Its AI Hub Ambitions

FILE -Google CEO Sundar Pichai, right, interacts with India's Minister for Information and Technology Ashwini Vaishnaw during Google for India 2022 event in New Delhi, Dec. 19, 2022. (AP Photo/Manish Swarup), File)
FILE -Google CEO Sundar Pichai, right, interacts with India's Minister for Information and Technology Ashwini Vaishnaw during Google for India 2022 event in New Delhi, Dec. 19, 2022. (AP Photo/Manish Swarup), File)

India is hoping to garner as much as $200 billion in investments for data centers over the next few years as it scales up its ambitions to become a hub for artificial intelligence, the country’s minister for electronics and information technology said Tuesday.

The investments underscore the reliance of tech titans on India as a key technology and talent base in the global race for AI dominance. For New Delhi, they bring in high-value infrastructure and foreign capital at a scale that can accelerate its digital transformation ambitions.

The push comes as governments worldwide race to harness AI's economic potential while grappling with job disruption, regulation and the growing concentration of computing power in a few rich countries and companies.

“Today, India is being seen as a trusted AI partner to the Global South nations seeking open, affordable and development-focused solutions,” Ashwini Vaishnaw told The Associated Press in an email interview, as New Delhi hosts a major AI Impact Summit this week drawing participation from at least 20 global leaders and a who’s who of the tech industry.

In October, Google announced a $15 billion investment plan in India over the next five years to establish its first artificial intelligence hub in the South Asian country. Microsoft followed two months later with its biggest-ever Asia investment announcement of $17.5 billion to advance India’s cloud and artificial intelligence infrastructure over the next four years.

Amazon too has committed $35 billion investment in India by 2030 to expand its business, specifically targeting AI-driven digitization. The cumulative investments are part of $200 billion in investments that are in the pipeline and New Delhi hopes would flow in.

Vaishnaw said India’s pitch is that artificial intelligence must deliver measurable impacts at scale rather than remain an elite technology.

“A trusted AI ecosystem will attract investment and accelerate adoption,” he said, adding that a central pillar of India’s strategy to capitalize on the use of AI is building infrastructure.

The government recently announced a long-term tax holiday for data centers as it hopes to provide policy certainty and attract global capital.

Vaishnaw said the government has already operationalized a shared computing facility with more than 38,000 graphics processing units, or GPUs, allowing startups, researchers and public institutions to access high-end computing without heavy upfront costs.

“AI must not become exclusive. It must remain widely accessible,” he said.

Alongside the infrastructure drive, India is backing the development of sovereign foundational AI models trained on Indian languages and local contexts. Some of these models meet global benchmarks and in certain tasks rival widely used large language models, Vaishnaw said.

India is also seeking a larger role in shaping how AI is built and deployed globally as the country doesn’t see itself strictly as a “rule maker or rule taker,” according to Vaishnaw, but an active participant in setting practical, workable norms while expanding its AI services footprint worldwide.

“India will become a major provider of AI services in the near future,” he said, describing a strategy that is “self-reliant yet globally integrated” across applications, models, chips, infrastructure and energy.

Investor confidence is another focus area for New Delhi as global tech funding becomes more cautious.

Vaishnaw said the technology’s push is backed by execution, pointing to the Indian government's AI Mission program which emphasizes sector specific solutions through public-private partnerships.

The government is also betting on reskilling its workforce as global concerns grow that AI could disrupt white collar and technology jobs. New Delhi is scaling AI education across universities, skilling programs and online platforms to build a large AI-ready talent pool, the minister said.

Widespread 5G connectivity across the country and a young, tech-savvy population are expected to help with the adoption of AI at a faster pace, he added.

Balancing innovation with safeguards remains a challenge though, as AI expands into sensitive sectors such as governance, health care and finance.

Vaishnaw outlined a fourfold strategy that includes implementable global frameworks, trusted AI infrastructure, regulation of harmful misinformation and stronger human and technical capacity to hedge the impact.

“The future of AI should be inclusive, distributed and development-focused,” he said.


Report: SpaceX Competing to Produce Autonomous Drone Tech for Pentagon 

The SpaceX logo is seen in this illustration taken, March 10, 2025. (Reuters)
The SpaceX logo is seen in this illustration taken, March 10, 2025. (Reuters)
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Report: SpaceX Competing to Produce Autonomous Drone Tech for Pentagon 

The SpaceX logo is seen in this illustration taken, March 10, 2025. (Reuters)
The SpaceX logo is seen in this illustration taken, March 10, 2025. (Reuters)

Elon Musk's SpaceX and its wholly-owned subsidiary xAI are competing in a secret new Pentagon contest to produce voice-controlled, autonomous drone swarming technology, Bloomberg News reported on Monday, citing people familiar with the matter.

SpaceX, xAI and the Pentagon's defense innovation unit did not immediately respond to requests for comment. Reuters could not independently verify the report.

Texas-based SpaceX recently acquired xAI in a deal that combined Musk's major space and defense contractor with the billionaire entrepreneur's artificial intelligence startup. It occurred ahead of SpaceX's planned initial public offering this year.

Musk's companies are reportedly among a select few chosen to participate in the $100 million prize challenge initiated in January, according to the Bloomberg report.

The six-month competition aims to produce advanced swarming technology that can translate voice commands into digital instructions and run multiple drones, the report said.

Musk was among a group of AI and robotics researchers who wrote an open letter in 2015 that advocated a global ban on “offensive autonomous weapons,” arguing against making “new tools for killing people.”

The US also has been seeking safe and cost-effective ways to neutralize drones, particularly around airports and large sporting events - a concern that has become more urgent ahead of the FIFA World Cup and America250 anniversary celebrations this summer.

The US military, along with its allies, is now racing to deploy the so-called “loyal wingman” drones, an AI-powered aircraft designed to integrate with manned aircraft and anti-drone systems to neutralize enemy drones.

In June 2025, US President Donald Trump issued the Executive Order (EO) “Unleashing American Drone Dominance” which accelerated the development and commercialization of drone and AI technologies.


SVC Develops AI Intelligence Platform to Strengthen Private Capital Ecosystem

The platform offers customizable analytical dashboards that deliver frequent updates and predictive insights- SPA
The platform offers customizable analytical dashboards that deliver frequent updates and predictive insights- SPA
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SVC Develops AI Intelligence Platform to Strengthen Private Capital Ecosystem

The platform offers customizable analytical dashboards that deliver frequent updates and predictive insights- SPA
The platform offers customizable analytical dashboards that deliver frequent updates and predictive insights- SPA

Saudi Venture Capital Company (SVC) announced the launch of its proprietary intelligence platform, Aian, developed in-house using Saudi national expertise to enhance its institutional role in developing the Kingdom’s private capital ecosystem and supporting its mandate as a market maker guided by data-driven growth principles.

According to a press release issued by the SVC today, Aian is a custom-built AI-powered market intelligence capability that transforms SVC’s accumulated institutional expertise and detailed private market data into structured, actionable insights on market dynamics, sector evolution, and capital formation. The platform converts institutional memory into compounding intelligence, enabling decisions that integrate both current market signals and long-term historical trends, SPA reported.

Deputy CEO and Chief Investment Officer Nora Alsarhan stated that as Saudi Arabia’s private capital market expands, clarity, transparency, and data integrity become as critical as capital itself. She noted that Aian represents a new layer of national market infrastructure, strengthening institutional confidence, enabling evidence-based decision-making, and supporting sustainable growth.

By transforming data into actionable intelligence, she said, the platform reinforces the Kingdom’s position as a leading regional private capital hub under Vision 2030.

She added that market making extends beyond capital deployment to shaping the conditions under which capital flows efficiently, emphasizing that the next phase of market development will be driven by intelligence and analytical insight alongside investment.

Through Aian, SVC is building the knowledge backbone of Saudi Arabia’s private capital ecosystem, enabling clearer visibility, greater precision in decision-making, and capital formation guided by insight rather than assumption.

Chief Strategy Officer Athary Almubarak said that in private capital markets, access to reliable insight increasingly represents the primary constraint, particularly in emerging and fast-scaling markets where disclosures vary and institutional knowledge is fragmented.

She explained that for development-focused investment institutions, inconsistent data presents a structural challenge that directly impacts capital allocation efficiency and the ability to crowd in private investment at scale.

She noted that SVC was established to address such market frictions and that, as a government-backed investor with an explicit market-making mandate, its role extends beyond financing to building the enabling environment in which private capital can grow sustainably.

By integrating SVC’s proprietary portfolio data with selected external market sources, Aian enables continuous consolidation and validation of market activity, producing a dynamic representation of capital deployment over time rather than relying solely on static reporting.

The platform offers customizable analytical dashboards that deliver frequent updates and predictive insights, enabling SVC to identify priority market gaps, recalibrate capital allocation, design targeted ecosystem interventions, and anchor policy dialogue in evidence.

The release added that Aian also features predictive analytics capabilities that anticipate upcoming funding activity, including projected investment rounds and estimated ticket sizes. In addition, it incorporates institutional benchmarking tools that enable structured comparisons across peers, sectors, and interventions, supporting more precise, data-driven ecosystem development.