Sci-Tech

The global future technology competition continues to heat up

2026-04-23   

In today's world where opportunities and risks are intertwined, the global landscape is accelerating its restructuring, and the competition in the future technology field has become a strategic focus for countries. A symphony of future technologies, interwoven with artificial intelligence (AI), quantum technology, space exploration, commercial aerospace, ocean technology, biotechnology, brain computer interfaces, and future energy, has emerged from the laboratory and penetrated into all aspects of the industry. Multi polar competition and cooperation continue to activate the innovation ecosystem. This is a path of exploration towards the future, pointing towards both hope and rugged obstacles; It contains both opportunities and challenges; It requires both competition and cooperation. Starting today, this newspaper will launch a series of special reports aimed at showcasing global policies and practices, successes and lessons learned in exploring the future path of technological development. Please stay tuned. The global economy is demonstrating its complexity. On the one hand, it is the suppressed economic growth behind the geopolitical conflicts in the Middle East. On the other hand, the global competition for future technology is not diminishing. In order to seize the initiative in future growth, countries are making every effort to layout in cutting-edge technology fields, which is expected to continue the momentum of growth. These two forces intertwine and work together to influence the prospects of the global economy. AI computing power investment remains "hot" with bets on artificial intelligence (AI), as governments and corporate giants around the world compete to invest hundreds of billions of dollars in this field, driving a huge demand for computing power. Even though the overall liquidity of the market is affected by the tense situation in the Middle East, investment and financing activities in the AI field remain active. On April 20th local time, Amazon signed a new agreement with American AI modeling company Anthropic. Amazon will invest up to $25 billion in Anthropic, while Anthropic promises to invest over $100 billion in AWS (Amazon Web Services) technology over the next 10 years to rapidly expand its computing power. In early April, Anthropic signed an agreement with Google and Broadcom to jointly develop a new generation of TPU computing power at the gigawatt level, which is expected to be gradually launched from 2027. This project is Anthropic's largest computing power investment to date. Cloud computing startup Fluidstack recently announced a $50 billion cooperation agreement with Anthropic to customize and build data centers for the latter. Last August, Fluidstack expanded its usage of TeraWulf's data center in New York, which has transformed from a Bitcoin mining company to a computing power provider. At the same time, Google will also increase its credit endorsement limit for TeraWulf to $3.2 billion and increase its estimated equity stake in TeraWulf to about 14%. Google is systematically deploying external computing resources through dual channels of equity and debt. Some tech giants are still providing support for the expansion of AI computing power through diversified debt instruments. According to reports, data center projects associated with Google are seeking to issue $5.7 billion in junk bonds to fund AI infrastructure construction, setting a record for similar transactions in the US dollar junk bond market. AI cloud computing infrastructure company CoreWeave entered the US junk bond market twice within a week, issuing a total of $2.75 billion in senior notes. According to Bloomberg, CoreWeave has just signed a $21 billion AI cloud capacity supply agreement with Meta Platforms, and with the previous $14.2 billion contract, its infrastructure funding gap continues to widen. To this end, the company has taken multiple measures and actively sought financing at all levels of the credit market. In Europe, the UK government recently announced that it has completed its first investment through a £ 500 million sovereign AI fund, aimed at supporting the UK's most promising entrepreneurs and ensuring that future AI development is rooted in the UK. Meanwhile, six British companies will receive government funded access to supercomputer networks to help them develop AI models. The use value of supercomputer usage rights is included in the total fund of 500 million pounds. Startup companies that have received additional computing power support include Prima Mente, which is building "biobased models" to tackle diseases such as Alzheimer's disease, Cursive, an autonomous AI agent development company founded by former Google DeepMind employees, and Odyssey, which develops "world models," a technological pathway that allows AI systems to interact with realistic real-world simulation environments. It is worth noting that this wave of computing power investment is also mixed with discordant voices of "riding on the heat" and "taking a gamble". For example, Allbirds, known as the "Silicon Valley powerhouse", was renamed NewBird AI to transform its AI computing business, causing its stock price to rise first and then fall; The social media company Myseum.AI has announced a name change and a shift in its business focus towards AI, which has sparked high attention in the market towards the hype surrounding the "AI concept". The tilt of quantum technology towards applications and quantum computing has also become a core area of technological competition among major powers. According to institutional predictions, the industry scale of quantum computing will exceed $800 billion by 2035. Not long ago, the Quantum Information and Quantum Biology Research Center (QIQB) at Osaka University and a research team from Fixstars completed a globally leading classical computer quantum circuit simulation for quantum chemistry. The research team used up to 1024 NVIDIA H100 GPUs to break through the barrier of 40 qubits in quantum circuit simulation based on state vectors, expanding the range of molecular systems that can be used to develop and test future fault-tolerant quantum computer algorithms. The US Senate Commerce Committee unanimously passed the 2026 National Quantum Program Reauthorization Act on April 14, extending the authorization period of the federal quantum research and development framework until 2034. The seven amendments included in the bill text cover quantum manufacturing, recent application implementation, and post quantum cryptography migration. The initial National Quantum Program Act in the United States came into effect in 2018 and has driven a large number of startups in the fields of quantum computing, quantum networks, and quantum sensing in the following years, as well as billions of dollars in public and private investment. But some of the authorized appropriations under the bill have expired in September 2023, and the authorization period for the entire plan will also expire in December 2029. In addition to extending this, the core shift of the new bill is to shift the focus of US quantum policy from basic research to industrial implementation and manufacturing capacity building. At the enterprise level, in April of this year, Nvidia announced the launch of the world's first open-source quantum AI model, "Ising," aimed at addressing the two major challenges of calibration and error correction in quantum systems. The speed and accuracy of error correction operations have increased by up to 2.5 times and 3 times, respectively, compared to industry standards. At present, the model has been adopted by leading academic research institutions including the United States and the United Kingdom, highlighting Nvidia's broader strategy of combining AI with next-generation technologies such as quantum computing and supercomputing. Multiple institutions predict that the global commercial aerospace market is expected to exceed $1 trillion by 2026, with frequent hot topics in the field. In February of this year, the European Ariane 6 rocket was successfully launched from the Kourou Space Center in French Guiana. On April 2nd, NASA's Artemis 2 heavy rocket was launched into space, and four astronauts began a 10 day manned lunar test flight. This is the first manned flight of the Artemis program and also the return of humans to lunar orbit after 54 years. On April 14th local time, Amazon officially announced a final agreement to acquire satellite communication operator Globalstar for approximately $11.57 billion. According to the agreement, Amazon will acquire Globalstar's existing satellite operations, infrastructure, and related assets, including some globally licensed spectrum licenses. Globalstar's new generation of satellites and its existing satellite fleet will operate in conjunction with Amazon's own satellite network. At the same time, Amazon also announced an agreement with Apple to provide connectivity services for current and future iPhone and Apple Watch satellite communication capabilities. Amazon has been advancing its satellite network expansion plan, with the goal of deploying approximately 3200 low Earth orbit satellites by 2029, of which about half need to be deployed before the regulatory deadline in July this year. The industry believes that this transaction will inject strong impetus into Amazon's fledgling low orbit satellite Internet business. However, regulatory authorities will also review Amazon's acquisition of Globalstar. In addition, the SpaceX Starship V3, founded by Elon Musk, recently completed its first static ignition test, but the test flight time has been postponed. And SpaceX's IPO is being pushed forward intensively. It is reported that SpaceX's target financing this time is as high as 75 billion US dollars, which is expected to set a record for the largest IPO in human history. If the IPO is successful, it will further enhance the heat of the space economy. (New Society)

Edit:Momo Responsible editor:Chen zhaozhao

Source:Economic Information Daily

Special statement: if the pictures and texts reproduced or quoted on this site infringe your legitimate rights and interests, please contact this site, and this site will correct and delete them in time. For copyright issues and website cooperation, please contact through outlook new era email:lwxsd@liaowanghn.com

Recommended Reading Change it

Links