Breaking AI & Tech News Analyzed

The UK's ambition in quantum computing is being backed by sustained investment in people and fundamental science, with a focus on building a strong foundation for the sector. UK Research and Innovation (UKRI) has been instrumental in supporting hundreds of academics and building the infrastructure needed for the industry to thrive.In the last 10 years, UKRI's councils have made significant investments in physics research, including support for 100 PhDs in quantum technology launched in 2024, quantum computing industrial doctorate awards, and funding 14 early-career fellows in the last 18 months.The investment is paying off, with the quantum sector showing promising growth and potential to create 100,000 jobs in the next 20 years. The government has signalled its recognition of the opportunities in quantum computing with a further £1bn procurement programme, making the UK one of the most exciting and well-supported places in the world for quantum computing researchers, companies, and students.Prof Charlotte Deane, UK Research and Innovation, highlights that the UK's advantageous position in quantum has emerged through sustained long-term public investment into fundamental physics research projects, and the best people, infrastructure, and partnerships.

Deal Overview Crusoe will purchase 12 gigawatt‑hours of Form Energy's 100‑hour iron‑air batteries. Delivery is scheduled for 2027, providing Crusoe with multi‑day backup capability. The agreement follows Form Energy's recent 30 GWh contract for Google in Minnesota, valued at roughly $1 billion. Redwood Materials will supply an additional 8 megawatts of power using repurposed EV batteries, augmenting Crusoe's existing 12 MW, 63 MWh microgrid installation. Financial and Market Implications Assuming a similar price per gigawatt‑hour as the Google deal (~$33 million/GWh), Crusoe's 12 GWh purchase could generate roughly $400 million in revenue for Form Energy, qualifying as “hundreds of millions” for the company. Form Energy is currently raising a $500 million funding round; the Crusoe contract adds tangible traction, supporting valuation uplift. Form has raised $1.4 billion to date, positioning it to scale production from its West Virginia factory. For Crusoe, the combined storage capacity (≈12 GWh + 63 MWh) reduces reliance on grid power, potentially lowering operating costs by an estimated 5‑7% annually for its data centers. Technology Insight Iron‑air batteries store energy via oxidation of iron pebbles; discharge produces rust and electricity, while charging reverses the reaction. The 100‑hour discharge rating enables multi‑day backup, a key differentiator from conventional lithium‑ion systems that typically last only a few hours. Redwood Materials focuses on second‑life EV batteries, extending their useful life and reducing material costs for large‑scale storage. Strategic Impact for Crusoe Enhanced resilience against grid outages and renewable intermittency, critical for high‑performance computing workloads. Demonstrates a commitment to sustainable operations, aligning with corporate ESG goals and attracting climate‑focused investors. Positions Crusoe as an early adopter of long‑duration storage, potentially setting an industry benchmark for data center energy strategy.

The Arm AGI CPU: A New Era of In-House SiliconFor the first time in its 35-year history, Arm Holdings is stepping out from behind the licensing model to manufacture its own silicon. The company revealed the Arm AGI CPU at an event in San Francisco, a production-ready processor designed specifically for AI inference in data centers. Unlike its traditional business model of licensing designs to giants like Nvidia and Apple, Arm has developed this chip using its own Arm Neoverse family of CPU IP cores.This strategic pivot is backed by a robust ecosystem of launch partners, including Meta, which is the chip's first customer. Other key partners include OpenAI, Cerebras, and Cloudflare. The chip is already ready for order, signaling that Arm is moving aggressively to capture value in the booming AI infrastructure market.The Critical Role of CPUs in AI InfrastructureWhile GPUs have dominated headlines for training large language models, Arm is highlighting the often-overlooked importance of the central processing unit (CPU) in modern AI racks. Arm argues that the CPU is the pacing element of modern infrastructure, responsible for managing thousands of distributed tasks, including memory allocation, storage scheduling, and data movement across systems.Infrastructure Management: CPUs ensure that distributed AI systems operate efficiently at scale.Market Constraints: The demand for high-performance computing is exacerbating global supply chain issues, with Intel and AMD recently informing Chinese customers of extended wait times due to CPU shortages.Cost Implications: These supply constraints are contributing to rising prices for computer hardware.Breaking the Licensing Model: A Strategic Bet on CompetitionThe release of the Arm AGI CPU represents a historic deviation from the company's founding principles. For decades, Arm has operated as a pure-play design licensor, allowing partners to manufacture chips based on its architecture. However, the company is now poised to compete directly with many of its biggest customers.Majority-owned by the Japanese conglomerate SoftBank Group, Arm's move suggests a desire to capture more of the value chain. By building its own silicon, Arm can offer a more integrated solution for AI workloads, potentially undercutting or complementing the offerings of its licensees. This shift challenges the traditional semiconductor ecosystem and sets a precedent for other IP licensor to consider building their own hardware.The Future of Chip Architecture in the AI RaceArm's entry into manufacturing signals a new phase in the AI chip wars. As the industry moves toward specialized silicon for inference, the line between design houses and manufacturers is blurring. We can expect to see more IP licensor developing their own chips to ensure they have control over the performance and efficiency of the hardware powering the next generation of AI models.

Amazon's cloud computing unit, Amazon Web Services (AWS), has confirmed that its region in Bahrain was disrupted due to drone activity. This incident marks the second time in a month that the company's operations have been affected by the war in the Middle East.An Amazon spokesperson confirmed the disruption, stating that the company is helping customers migrate to alternate AWS regions while it recovers from the incident. However, the company did not provide additional details on the extent of the damage or the expected duration of the disruption.The disruption comes after Iran's Islamic Revolutionary Guard Corps (IRGC) threatened to attack 'economic centres and banks' related to US and Israeli entities in the region. The IRGC-affiliated Tasnim news agency released a list of offices and infrastructure run by top US companies with Israeli links, including Google, Microsoft, and Oracle, which have branches in multiple Israeli cities and Gulf countries.AWS is critical for the operation of many well-known websites and government operations and is Amazon's main driver of profits. Earlier this month, AWS reported that facilities in Bahrain and the United Arab Emirates had lost power, and the company was working to transfer computing workloads to other regions.These attacks come after Iran claimed it is targeting US assets across the Gulf Arab states in retaliation for the joint attack on Iran by the US and Israel that began on February 28. Gulf states have accused Tehran of targeting civilian infrastructure, such as airports and energy facilities.

Iran has reportedly claimed to have downed a US F-35 fighter jet during a combat mission, a development that could challenge the aircraft's reputation as 'unkillable'. According to sources familiar with the matter, the incident occurred last week when the F-35 made an emergency landing at an airbase in the Middle East. The Iranian Islamic Revolutionary Guard Corps issued a statement saying it had targeted a US aircraft, and Iran's semiofficial Tasnim news agency released military footage purporting to show Tehran's air defence systems hitting a US F-35 stealth fighter. The F-35, manufactured by Lockheed Martin, is considered the cornerstone of Washington's aerial firepower, boasting advanced stealth technology, sensors, and high-speed computing. Its ability to gather and share data from a 360-degree camera suite and other sensors makes it a formidable asset in modern warfare. If confirmed, this would be the first time an F-35 has been struck by Iran during the ongoing conflict. Defence experts emphasize that even if the claims are true, it does not necessarily mean stealth technology is becoming obsolete, but rather that even advanced aircraft like the F-35 are not invulnerable in a dense, adaptive air-defence environment. The incident is under investigation, with the US military's Central Command stating that the pilot was in stable condition after the emergency landing. The US has not yet confirmed that the F-35 was hit by Iranian fire, with President Donald Trump stating, “We’re flying wherever we want. Nobody is even shooting at us.” This development comes amid heightened tensions between the US and Iran, with at least 13 US service members killed and roughly 200 wounded during combat operations against Iran. In Iran, at least 1,444 people have been killed and 18,551 injured since the start of the conflict.

Researchers at Cortical Labs in Melbourne have created a 'biological computer' using living human tissue, which can play the 1993 shooter game Doom. The team used 10ml of blood from CEO Hon Weng Chong to harvest 100 white blood cells, which were then reprogrammed into induced pluripotent stem cells (iPSCs). These cells were used to create a dish of 200,000 neurons that can interface with a computer system.The brain cells were taught to play Doom by encoding game state information, passing it through a neural network, and converting it into signals the neurons can understand. The neurons then fire an output, which the system decodes and converts back into actions in the game. This process is similar to how humans operate, with information going into the retina, being converted into electrical signals, processed in the brain, and resulting in an output.While the achievement has sparked concerns about sentience and consciousness, Chong believes the brain cells are not conscious, stating, 'At first it didn’t know how to move, aim or shoot. Then it would shoot two enemies and stop. So it’s definitely learning.' The next step could be integrating this technology with Neuralink, a brain-machine interface developed by Elon Musk.The application of biological computing lies not in gaming, but in medicine, such as disease modeling for conditions like epilepsy. This technology could allow for personalized drug testing and tailored treatments. Meanwhile, Eon Systems in San Francisco has created a virtual insect brain that can behave like a real fly, challenging the assumption that intelligence must be acquired.Biological systems like these could eventually power robots, drones, and other machines that need to navigate complex environments. As Chong notes, 'Abstract reasoning, mathematics and language are relatively recent in evolutionary terms... but motor control and probabilistic decision-making are things we’ve inherited through millions of years of evolution.' While we're far from uploading human consciousness into the internet, this technology marks a significant step in the development of biological computing.