Latest UK & Global AI News

The New York City Council will be questioning tech companies on Monday on the safety of AI. The rare full council hearing will examine the risks and review several legislative proposals.

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A former OpenAI safety employee who recently resigned criticised the company’s approach to AI safety

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AI is already making cyber attacks faster and cheaper, while quantum computing could soon put trust in data and payments at risk.

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Any business that generates supernormal returns attracts capital. Competition enters, capacity expands and margins fall. The exception is a durable advantage – something that makes customers choose you even when alternatives exist, and that competitors struggle to replicate. Telecom operators still carry the scars of the dot-com fibre boom. They invested heavily on the back of a correct prediction: internet traffic would surge. Many still suffered poor returns. Demand was never the problem. Everyone else had the same idea, and capacity arrived faster than the market could absorb it. Artificial intelligence (AI) infrastructure risks a similar outcome. The second article in this series examined three theories of scarcity, and asked whether customers would choose sovereignty, integration or orchestration. This one asks what happens after they choose. Choice creates revenue. Durable returns emerge only when choice hardens into dependence. Singtel: when sovereignty becomes dependence Nxera spans Singapore, Malaysia, Indonesia and Thailand – a regional platform rather than a single asset. For a bank deploying AI across Southeast Asia, the proposition isn't just compute. It is infrastructure, connectivity and sovereignty bundled together, so that compliance is handled once rather than market by market. More than 90% of the 58MW DC Tuas facility was committed before launch. But demand proves choice, not dependence. Just across the Johor Strait, Cushman & Wakefield counted 1,110MW of operational capacity in Johor in the first half of 2026, with a further 602MW under construction and 2,486MW planned – and Nxera, whose own Johor campus with Telekom Malaysia is still being built, is competing there alongside GDS, Equinix, AirTrunk and YTL. The test, then, is whether customers design their AI architectures around Singtel's sovereign footprint. If replacing Singtel means redesigning data flows, relocating workloads across jurisdictions and rebuilding compliance frameworks, switching becomes costly and risky. Sovereignty is then no longer merely scarce. It is awkward to replace. SK Telecom (SKT): when integration becomes dependence SKT’s AI datacentre revenue reached KRW519.9bn ($350m) in 2025, up 34.9%, and grew 92.5% year on year in the most recent quarter. Its higher-layer AI transformation business, AIX, brought in KRW198.6bn ($130m) over the same year, and grew just 6.4%. That gap is the honest state of the thesis. Infrastructure demand is proven; the integration premium is not. For a Korean manufacturer, the pitch is a single partner handling models, security, governance and applications. That reduces complexity today. But as open-source models and commodity infrastructure lower the technical barriers, enterprises will increasingly be able to assemble comparable capabilities themselves. So the test is whether replacing SKT would mean rebuilding AI workflows and organisational knowledge, rather than simply switching suppliers. For now, that is asserted more than demonstrated. If it holds, integration stops being a convenience and starts being a switching cost – customers tied not to the stack itself, but to the difficulty of recreating what it produces somewhere else. China Telecom: when orchestration becomes dependence Xirang's growth is the sharpest of the three. Partner-connected compute has risen from 22 EFLOPS in mid-2024 to roughly 45 EFLOPS in early 2026, the number of partners has gone from 39 to 77, and third-party resources now account for close to half of the total connected. That is real evidence that customers are choosing Xirang to manage a fragmented compute landscape. For a state-owned enterprise, compute may sit across multiple chip architectures, cloud environments and regions, each with its own operational requirements. Xirang addresses that complexity through a single layer for discovering, allocating and managing compute. Customers may well choose Xirang because it simplifies fragmentation. Utility alone does not create dependence. If a competing orchestration service can be adopted with minimal disruption, today's advantage is temporary. What matters is whether organisations begin running their AI operations through Xirang. If replacing the platform requires rebuilding workflows, retraining teams and redesigning how compute is managed across the organisation, switching gets much harder, and orchestration turns from a management tool into a switching cost. Three bets, one test Scarcity attracts capital, and capital eventually erodes scarcity. Dependence is what repels competition. The more deeply a provider is embedded in a customer's architecture, governance and operations, the harder it is to replace. Switching costs accumulate across data, workflows, security, compliance and organisational knowledge. The key question is not whether AI infrastructure is scarce today. It is whether providers can convert that scarcity into dependence before competitors build comparable capacity. Singtel is betting on sovereignty, SK Telecom on integration and China Telecom on orchestration. All three address genuine customer problems. Solving them, though, does not guarantee durable returns. The second article in this series argued that scarcity creates choice. This one argues that choice on its own is not enough. If customers can switch by moving workloads, infrastructure stays a commodity. If switching demands redesigning a regulated architecture, rebuilding an AI operating model or reworking how compute is consumed, the economics change. Scarcity creates interest, choice creates revenue, and dependence creates advantage. As capital floods into AI infrastructure, the winners will not be those holding the scarcest assets today. They will be the ones that convert scarcity into dependence before the scarcity goes away. Edwin Lin is principal consultant at Omdia, part of Informa TechTarget. This is the third article in a four-part series on the AI infrastructure playbook.

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Trump unveils 'Super Intelligence Force' to oversee AI policy BBC Exclusive | New AI Czar Unveils Goals, Members of White House Task Force WSJ Trump announces leadership of AI task force CNN Trump names intelligence chief Jay Clayton as new White House AI czar The Guardian Live updates: Trump taps Jay Clayton for AI force; Cornell victim's attorney alleges more involved The Hill

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LeadConnect Pro has expanded its First Intent Leads services for personal injury law firms. This AI-managed, DFY service helps lawyers identify not-at-fault victims of motor vehicle accidents within one to three days of the incident.

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Sam Altman says AI’s benefits outweigh the bad, explains how OpenAI differs from Anthropic

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The region is particularly exposed due to its central role in global AI supply chains and growing integration into AI-related financial markets.

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Musk confirmed the change in a post on X while responding to a user who suggested the rebranding of SpaceXAI

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KUALA LUMPUR: High-risk artificial intelligence (AI) systems are set to face stricter safety controls, testing and human oversight under a new Bill expected to be tabled early next year, says Gobind Singh Deo.

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TOKYO, Oct 5 : Bank of Japan Deputy Governor Shinichi Uchida said the global AI boom may have eased financial conditions by stoking demand and boosting asset prices, but warned of the risk of a market pullback if expected profits fail to materialize."It is a big positive demand shock, which has put upward pre

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Deputy Governor Shinichi Uchida said AI demand has lifted asset prices and loosened financial conditions, but warned profits need to catch up to avoid a correction.

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Trump unveils 'Super Intelligence Force' to oversee AI policy

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Figure says its humanoid robots completed 56% of trials involving household tasks in 30 unfamiliar homes, compared with 9% for a model trained without its human-behaviour dataset. The results show progress in adapting robots to new surroundings, but leave a substantial gap between demonstrations and dependable household work. The post Physical AI takes robots into factory pilots and home trials appeared first on Market Business News .

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Anthropic PBC is expected to start marketing its initial public offering around November 9. The company's trading debut could occur before Thanksgiving, which is on November 26. Although facing competition from OpenAI, investors remain optimistic about Anthropic's valuation. Despite significant losses, the firm aims to exceed SpaceX's record IPO size. The market for new listings has experienced delays, but Anthropic is pushing forward.

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Rice University has announced a dedicated Master of Artificial Intelligence (MAI) program launching next fall.

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AI-driven hacking hit four Korean banks, insiders caused 88.3% of 77 tech leak cases, and mortgages above 5% surged up to 20-fold.

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AWS CEO Matt Garman warns that over 100 proposed data center moratoriums could hand AI leadership to foreign rivals for decades. Amazon counters with a $1 billion community investment pledge, transparency commitments and rebuttals on power and water use. Yet emissions climb and gas plants multiply as capacity quadruples. The U.S. grid and local politics now shape the AI race as much as technology itself.

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Content creation is rapidly merging with AI. Seedaudio 1.5 is one of the first tools that allows users to create content within the confines of limitations set by the AI. Currently, users are able to generate content in the form…

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A Fukushima company that once had virtually no expertise in operating machinery remotely is now setting out to develop AI-powered Read full story here

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This week, Ezra Klein interviewed Bill Gates to talk to him about his thoughts on recent AI developments. Gates is...

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This week, AI entered the tourism conversation in a more prominent way than the more generic “use of technology” – never mind that some in the tech industry are warning that sufficiently advanced AI could pose an existential risk, while Bill Gates has separately warned of scenarios in which AI could contribute to a billion […]

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Google launched a prototype satellite into orbit on Thursday to evaluate how its Tensor Processing Units (TPUs) operate in space.

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