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Tech Giants Nvidia, Microsoft, and Amazon in Talks for Massive $60 Billion OpenAI Investment
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Tech Giants Nvidia, Microsoft, and Amazon in Talks for Massive $60 Billion OpenAI Investment

SAN FRANCISCO – In a move that could redefine the landscape of the artificial intelligence industry, tech titans Nvidia, Microsoft, and Amazon are reportedly in advanced negotiations to invest up to $60 billion in OpenAI. Read More: https://theboardroompk.com/pakistan-australia-mining-cooperation-signals-a-strategic-shift-in-global-minerals-investment/ The deal, first reported by The Information on Thursday, underscores the escalating financial stakes as the world’s most prominent AI startup seeks to fund the massive infrastructure required to maintain its market lead. Breaking Down the Investment According to sources familiar with the discussions, the funding round would be anchored by a potential $30 billion commitment from Nvidia, whose specialized chips are already the lifeblood of OpenAI’s models. Longtime partner Microsoft is reportedly considering an additional investment of just under $10 billion to maintain its strategic influence. Perhaps most notably, Amazon is in talks to join as a new backer, with a potential contribution exceeding $20 billion, signaling a possible expansion of OpenAI’s cloud dependencies beyond its exclusive history with Microsoft. A Pivot Toward Consolidation The potential influx of capital comes as OpenAI faces soaring costs for computing power and high-level talent while under increasing pressure from rivals like Google and Anthropic. Analysts suggest that the involvement of both the world’s leading chipmaker and the two largest cloud providers would represent a shift from competition to deep consolidation within the AI sector. If finalized, this round—combined with separate talks involving SoftBank—could push OpenAI’s valuation toward a staggering $730 billion, cementing its status as one of the most valuable private entities in history.

Pakistan to Add 600MHz Spectrum, Boost Internet Capacity by 200%
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Pakistan to Add 600MHz Spectrum, Boost Internet Capacity by 200%

ISLAMABAD: Minister of State for IT and Telecommunication Shaza Fatima Khawaja informed the National Assembly that Pakistan will soon see a dramatic increase in internet capacity through the allocation of an additional 600MHz of spectrum. Read More: https://theboardroompk.com/us-energy-secretary-at-davos-double-global-oil-output-or-face-shortages/ The move is part of the government’s push to accelerate digital transformation. Focus on 5G Rollout and Rural Coverage The 600MHz band, prized for its superior propagation characteristics, will enable better coverage and penetration compared to higher-frequency bands. This will support faster 5G deployment, stronger 4G networks, and improved services in remote regions. The minister stated that the expansion will effectively double or triple current capacity, meeting rising demand from consumers and businesses. Tackling Spectrum Scarcity Shaza Fatima explained that limited spectrum has been a bottleneck for telecom operators, causing network congestion and slower speeds. The new allocation will provide much-needed relief and allow operators to offer higher-quality, affordable services. Broader Telecom Reforms Underway The government is simultaneously preparing for spectrum auctions, streamlining regulations, and incentivizing investment in fiber-optic infrastructure. The minister stressed the importance of digital inclusion for education, healthcare, and economic growth. Call for Swift Execution Members of the National Assembly expressed support and called for rapid implementation to avoid delays. The minister committed to transparent processes and assured that auction proceeds will fund further digital initiatives. The briefing underscores Pakistan’s ambition to become a regional digital hub through robust connectivity.

Ubisoft Shares Plunge 35% After Major Restructuring and Game Cancellations
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Ubisoft Shares Plunge 35% After Major Restructuring and Game Cancellations

PARIS: Shares in French video game publisher Ubisoft tumbled as much as 35% on January 22, 2026, hitting their lowest level in 14 years after the company unveiled a sweeping reorganization plan. The stock fell sharply in early trading to around 4.5 euros, slashing the company’s market value to approximately 616 million euros ($720 million). Read More: https://theboardroompk.com/ai-driven-memory-chip-crisis-price-hikes-loom-for-smartphones-laptops-consoles/ This marked Ubisoft’s biggest one-day drop since its 1996 listing and reflected deep investor concerns over the firm’s ongoing struggles. Radical Overhaul Announced Ubisoft revealed it would abandon development of six games, including a long-awaited remake of “Prince of Persia,” and delay seven others to meet higher quality standards. The publisher is splitting operations into five genre-focused “creative divisions” to sharpen focus, improve agility, and rein in costs after years of delays and weak releases. Several studios face closure or restructuring, including confirmed shutdowns in Halifax, Canada, and Stockholm. Financial Impact and Guidance Withdrawal The moves, part of a broader portfolio reset, will significantly affect short-term finances, particularly in fiscal years 2026 and 2027. Ubisoft trimmed its net bookings forecast for 2026 and withdrew full-year guidance for 2026/27. Analysts noted the plan includes a “final” round of cost-cutting targeting €200 million in savings. Background of Challenges Ubisoft has endured multiple difficult years with disappointing game performance, eroding confidence. In late 2025, the company postponed half-year results, faced a trading suspension, and breached debt covenants—prompting use of a prior 1-billion-euro Tencent investment for loan repayment. CEO Yves Guillemot described the changes as a “radical move” to reclaim creative leadership and return to sustainable growth.

AI-Driven Memory Chip Crisis: Price Hikes Loom for Smartphones, Laptops, Consoles
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AI-Driven Memory Chip Crisis: Price Hikes Loom for Smartphones, Laptops, Consoles

SEOUL/HONG KONG: Explosive demand for AI infrastructure is driving sharp increases in DRAM and NAND memory chip prices, dimming the growth prospects for smartphones, PCs, laptops, wearables, and gaming devices. Read More: https://theboardroompk.com/jazzcash-reaches-57-million-customers-processes-massive-pkr-15-trillion-in-2025/ Analysts warn that manufacturers face a tough choice: absorb higher costs and squeeze margins or pass them on to consumers, risking weaker demand. AI Build-Out Absorbs Supply The rapid expansion of data centers by companies like OpenAI, Google, and Microsoft has consumed much of global memory chip production. Chipmakers Samsung, SK Hynix, and Micron are prioritizing higher-margin AI/server components over consumer devices, creating shortages and price surges. Price Jumps Hit Hard Counterpoint Research estimates memory prices will rise another 40% to 50% in Q1 2026, following a roughly 50% increase last year. Some products saw up to 1,000% inflation in recent quarters, with costs still climbing. Fusion Worldwide president Tobey Gonnerman warned consumers should expect “significantly higher prices” for laptops, phones, wearables, and gaming gear soon. Widespread Impact on Makers Low- and mid-range device producers—such as Chinese smartphone brands Xiaomi and TCL, and PC firms Lenovo and Dell—are hit hardest. TrendForce reported Dell and Lenovo planning up to 20% price hikes early in 2026. HP CEO Enrique Lores confirmed PC price increases due to “significant” memory costs. Raspberry Pi described the surge as “painful” in a recent blog announcing raises. Shares of Xiaomi, Dell, HP, Lenovo, and Raspberry Pi fell sharply in late 2025. Premium Players More Resilient Apple is better positioned thanks to scale, pricing power, and locked-in supplier contracts, though not immune. eMarketer analyst Jacob Bourne noted manufacturers may absorb some costs, but the shortage scale will likely lead to higher consumer prices. Market Forecasts Turn Gloomy Global smartphone sales are projected to shrink at least 2% in 2026—the first annual decline since 2023. PC shipments could fall 4.9%, and console sales 4.4%, reversing prior growth. The trend underscores how AI-driven demand is rippling through consumer tech supply chains.

Apple Asks Delhi High Court to Block Antitrust Body from Seeking its Financials
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Apple Asks Delhi High Court to Block Antitrust Body from Seeking its Financials

NEW DELHI: Apple Inc. has petitioned the Delhi High Court to stop India’s antitrust regulator, the Competition Commission of India (CCI), from demanding its global financial records as part of an ongoing probe into alleged abuse of dominance in its App Store. Read More: https://theboardroompk.com/veon-group-invests-usd-20-million-in-mobilink-bank-to-accelerate-digital-islamic-banking-expansion/ The company filed the request on January 15, 2026, arguing that compliance would undermine its separate challenge to India’s 2024 penalty rules. Probe Focuses on App Store Dominance The CCI investigation examines claims that Apple abuses its market position through restrictive App Store policies, including mandatory use of its in-app payment system and associated fees. Apple denies the allegations and has resisted providing detailed financial data. A confidential CCI order dated December 31, 2025, demanded the records to help assess potential penalties. Challenge to Global Turnover Penalty Rules Apple is separately contesting amendments to India’s Competition Act introduced in 2024, which allow fines based on a company’s global turnover rather than just domestic revenue. The company warns this could result in penalties up to $38 billion—potentially 10% of its average global services revenue—if violations are upheld. Apple argues the rules are disproportionate, arbitrary, and possibly retrospective. Court Requests Interim Relief In its non-public filing, Apple asked the court to direct the CCI not to take coercive action and to stay the entire investigation pending resolution of the penalty-rules challenge. The Delhi High Court has scheduled a hearing on the matter for January 27, 2026. Neither Apple nor the CCI responded to requests for comment. Broader Implications The case highlights tensions between global tech giants and India’s competition enforcement, especially after the 2024 amendments aligned penalties with international practices. CCI has defended the framework as essential to deter breaches by multinationals. A favorable ruling for Apple could delay or halt the probe, while rejection would pressure the company to comply.

Pakistan's Local Mobile Phone Assembly Reaches 93% of Demand in 2025 Despite 4% Annual Decline
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Pakistan’s Local Mobile Phone Assembly Reaches 93% of Demand in 2025 Despite 4% Annual Decline

Pakistan’s mobile phone sector continued its strong shift toward localization in 2025, with local manufacturing and assembly fulfilling 93% of total demand — significantly higher than the 77% average recorded between 2020 and 2024 and the 52% nine-year average (2016–2024). Read More: https://theboardroompk.com/fbr-slashes-customs-values-on-used-iphones-samsung-galaxy-pixel-and-oneplus-phones-in-major-revision/ According to the latest Pakistan Telecommunication Authority (PTA) data analyzed by Topline Securities, the country produced 30.21 million units locally during the year, while imports remained minimal at just 2.37 million units, bringing the total market size to approximately 32.58 million units. Monthly Trends and Year-on-Year Performance Local production peaked in April–May 2025 at around 4.84 million units but showed volatility throughout the year. December 2025 registered 2.61 million units assembled locally, reflecting a 5% month-on-month increase yet a 12% year-on-year decline compared to December 2024’s 2.95 million units. Cumulatively, the 4% YoY drop in local output was largely driven by subdued consumer demand and lengthening global smartphone replacement cycles, now averaging around 40 months.Brand Leadership and Market OutlookChinese brands dominated local assembly, led by Infinix (3.65 million units), VGO Tel (3.57 million), Vivo (2.80 million), Itel (2.34 million), and Samsung (1.85 million). Other top performers included Tecno, Xiaomi, QMobile, Realme, and OPPO. Smartphones accounted for 52% (15.64 million units) of total local production. Looking ahead, Topline Securities forecasts 7–8% YoY growth in mobile phone sales over the next 12 months, supported by stabilizing PKR, easing inflation, and recovering consumer purchasing power. Companies with strong local assembly operations — including Airlink Communication, Lucky Cement-linked ventures, and top-10 brands like Techno, Xiaomi, and Samsung — are well-positioned to capitalize on the anticipated rebound.

FBR Slashes Customs Values on Used iPhones, Samsung Galaxy, Pixel, and OnePlus Phones in Major Revision
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FBR Slashes Customs Values on Used iPhones, Samsung Galaxy, Pixel, and OnePlus Phones in Major Revision

The Directorate General of Customs Valuation Karachi has issued Valuation Ruling No. 2035 of 2026 on January 19, 2026, fixing updated customs values for 62 models of old and used branded mobile phones from Apple, Samsung, Google Pixel, and OnePlus. Read More: https://theboardroompk.com/pakistan-mobile-imports-hit-801m-with-40-growth-local-production-thrives/ This replaces a ruling over 1.5 years old that no longer reflected current international prices, new model introductions, end-of-life depreciation for older devices, and persistent undervaluation in declarations. Authorities rejected standard methods (transaction value, identical/similar goods) due to inconsistencies and instead relied on Section 25(7) market inquiry under the Customs Act, 1969. This involved reviewing 90 days of import data, conducting field market surveys in local areas, assessing actual retail prices, adjusting for importer margins/profits, and holding multiple stakeholder consultations. The new C&F values apply uniformly regardless of phone condition or grade, excluding packing and accessories, for commercial imports only. Mandatory Activation Proof and Revenue Impact Expected A key condition requires importers to declare and prove that used phones were activated at least six months before export to Pakistan, with assessing officers verifying this during clearance. Notable fixed values include: Used iPhone 15 Pro Max at $460, Used iPhone 15 at $310, Used Galaxy S23 Ultra at $255, Used Pixel 9 Pro XL at $260, Used OnePlus 12 at $184, down to older models like Used iPhone 8 at $38 or Used Pixel 5 at $18. Unlisted models fall under fallback Sections 25(5) and 25(6). The move is anticipated to curb under-invoicing, boost FBR revenue collection, enhance transparency in the popular used phone segment, and stabilize duty assessments amid fluctuating global smartphone markets, benefiting compliant importers while deterring evasion practices. The brands covered under the new ruling are Apple, Samsung and Google Pixel. 📱 Used Mobile Phones – Customs Values (C&F) (Valuation Ruling No. 2035 of 2026 — Directorate General of Customs Valuation Karachi) S. No. Brand Model Customs Value (US$/Piece) 1 Apple USED IPHONE 15 PRO MAX 460 2 Apple USED IPHONE 15 PRO 390 3 Apple USED IPHONE 15 PLUS 320 4 Apple USED IPHONE 15 310 5 Apple USED IPHONE 14 PRO MAX 360 6 Apple USED IPHONE 14 PRO 290 7 Apple USED IPHONE 14 210 8 Apple USED IPHONE 13 PRO MAX 295 9 Apple USED IPHONE 13 PRO 225 10 Apple USED IPHONE 13 170 11 Apple USED IPHONE 12 PRO MAX 215 12 Apple USED IPHONE 12 PRO 155 13 Apple USED IPHONE 12 120 14 Apple USED IPHONE 11 PRO MAX 145 15 Apple USED IPHONE 11 PRO 125 16 Apple USED IPHONE 11 95 17 Apple USED IPHONE XS MAX 95 18 Apple USED IPHONE XS 66 19 Apple USED IPHONE XR 76 20 Apple USED IPHONE X 57 21 Apple USED IPHONE 8 PLUS 47 22 Apple USED IPHONE 8 38 23 Apple USED IPHONE 7 PLUS 26 24 Apple USED IPHONE 7 24 25 Apple USED IPHONE SE 3 73 26 Apple USED IPHONE SE 2 25 27 Apple USED IPHONE SE 25 28 Apple USED IPHONE AQUOS R3 25 29 Samsung USED SAMSUNG GALAXY S23 ULTRA 255 30 Samsung USED SAMSUNG GALAXY S23+ 160 31 Samsung USED SAMSUNG GALAXY S23 140 32 Samsung USED SAMSUNG GALAXY S22 ULTRA 5G 160 33 Samsung USED SAMSUNG GALAXY S22+ 5G 75 34 Samsung USED SAMSUNG GALAXY S22 5G 80 35 Samsung USED SAMSUNG GALAXY S21+ 5G 69 36 Samsung USED SAMSUNG GALAXY S21 5G 50 37 Samsung USED SAMSUNG GALAXY S20+ 46 38 Samsung USED SAMSUNG GALAXY S20 41 39 Samsung USED SAMSUNG GALAXY S10+ 25 40 Samsung USED SAMSUNG GALAXY S10 25 41 Samsung USED SAMSUNG GALAXY S10E 25 42 Samsung USED SAMSUNG GALAXY NOTE 20 ULTRA 115 43 Samsung USED SAMSUNG GALAXY NOTE 20 59 44 Samsung USED SAMSUNG GALAXY NOTE 10 41 45 Samsung USED SAMSUNG GALAXY NOTE 9 25 46 Google Pixel USED GOOGLE PIXEL 9 PRO XL 260 47 Google Pixel USED GOOGLE PIXEL 9 PRO 195 48 Google Pixel USED GOOGLE PIXEL 9 150 49 Google Pixel USED GOOGLE PIXEL 8 PRO 188 50 Google Pixel USED GOOGLE PIXEL 8A 98 51 Google Pixel USED GOOGLE PIXEL 7 PRO 119 52 Google Pixel USED GOOGLE PIXEL 7 59 53 Google Pixel USED GOOGLE PIXEL 6 PRO 55 54 Google Pixel USED GOOGLE PIXEL 6 32 55 Google Pixel USED GOOGLE PIXEL 6A 28 56 Google Pixel USED GOOGLE PIXEL 5 18 57 Google Pixel USED GOOGLE PIXEL 5A 5G 18 58 OnePlus USED ONEPLUS 12 184 59 OnePlus USED ONEPLUS 12R 105 60 OnePlus USED ONEPLUS 11 92 61 OnePlus USED ONEPLUS 10T 60 62 OnePlus USED ONEPLUS 10 PRO 65

Nvidia H200 Suppliers Halt Production as China Blocks Chip Imports
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Nvidia H200 Suppliers Halt Production as China Blocks Chip Imports

Nvidia’s suppliers have paused production of components for the H200 AI chip after Chinese customs blocked shipments of the processors into the country, according to a Financial Times report cited by Reuters on January 17, 2026. The H200, Nvidia’s second-most powerful AI accelerator, had recently received U.S. approval for export to China under certain conditions. Read More: https://theboardroompk.com/from-subscriptions-to-ads-openai-targets-free-users-in-revenue-push/ The block follows strong anticipated demand from Chinese firms, with Nvidia expecting over 1 million orders. Suppliers had ramped up operations around the clock, preparing for potential shipments as early as March 2026. Details of the Block and Supplier Response Chinese customs authorities informed agents this week that H200 chips are not permitted to enter the country. Government officials also summoned domestic tech companies, warning them against purchasing the chips unless absolutely necessary. No official reason was provided, and it’s unclear if this represents a formal ban, a temporary restriction, or a negotiating tactic amid U.S.-China tensions. The directives came shortly after the U.S. formally approved H200 exports earlier in January 2026, with conditions including Nvidia certifying sufficient domestic supply and Chinese buyers proving security measures and non-military use. Suppliers halted output in response, disrupting preparations for large-scale deliveries. Broader Implications for Nvidia and AI Industry The H200 remains a major flashpoint in U.S.-Sino relations, balancing export controls against China’s push for AI self-sufficiency. Strong demand exists, but Beijing may aim to bolster domestic alternatives or use restrictions strategically. Nvidia did not immediately comment outside business hours. The pause could impact revenue from a key market, where China represents significant AI opportunity despite ongoing geopolitical hurdles. The situation highlights supply chain vulnerabilities in the global AI chip sector, with potential ripple effects on availability and pricing.

From Subscriptions to Ads: OpenAI Targets Free Users in Revenue Push
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From Subscriptions to Ads: OpenAI Targets Free Users in Revenue Push

OpenAI has announced it will begin testing advertisements in ChatGPT, marking a significant step toward diversifying revenue beyond subscriptions. The move comes as the company faces enormous costs for AI development and infrastructure, while preparing for a potential initial public offering. Read More: https://theboardroompk.com/indonesia-first-to-block-grok-ai-over-sexualised-deepfakes-and-child-images/ The tests will target users on the free tier and the lower-priced Go plan, starting with some logged-in U.S. adults in the coming weeks. Premium tiers—Plus, Pro, Business, and Enterprise—will remain ad-free. How Ads Will Appear and Safeguards Ads will show at the bottom of ChatGPT responses when a relevant sponsored product or service matches the ongoing conversation. For example, a query about Mexican food might include a link to a sponsored hot sauce brand. OpenAI emphasized that ads will be clearly separate from AI-generated answers and will not influence ChatGPT’s outputs. User conversations will stay private and not be shared with advertisers. Ads will be blocked for users under 18 and on sensitive topics like health or politics. The company plans to gather early user feedback and quality signals before any broader rollout. Business Context and Challenges OpenAI, backed by Microsoft, remains a money-losing operation despite ChatGPT’s massive scale—800 million weekly active users. Heavy spending on data centers and AI infrastructure, projected to exceed $1 trillion by 2030, drives the need for new revenue streams. The Go plan, initially launched in markets like India, is expanding globally and costs $8 per month in the U.S. Analysts note ads could unlock significant income from non-paying users but ris]k alienating them, potentially driving switches to competitors like Google’s Gemini or Anthropic’s Claude. Sam Altman has previously described ads as a “last resort” but now supports testing to make AI accessible without requiring payment for everyone.

Spotify Raises Premium Subscription Price to $12.99 in US, other Key Markets
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Spotify Raises Premium Subscription Price to $12.99 in US, other Key Markets

Spotify has announced a price increase for its monthly Premium subscription service to $12.99, up from the previous $11.99, in select markets including the United States, Estonia, and Latvia. The change, effective on subscribers’ next billing dates starting in February 2026, marks the latest adjustment in the company’s ongoing efforts to align pricing with rising costs and investments in features. Read More: https://theboardroompk.com/bingx-celebrates-reaching-40m-users-in-2025-with-beyond-the-alpha-campaign/ Targeted Markets and Implementation Details The hike affects the individual Premium plan in three countries: the US (Spotify’s largest market), and the Baltic nations of Estonia and Latvia. Existing subscribers will receive email notifications about the adjustment. This follows a pattern of gradual increases in various regions, with the US seeing its third hike in recent years after adjustments in 2023 and 2024. The move does not currently impact other plan types like Family, Duo, or Student, though past rounds have occasionally extended to multi-user options. Strategic Rationale and Market Response Spotify’s decision comes amid pressure to boost profitability through higher average revenue per user, especially as the company invests in audiobooks, video podcasts, and premium features like AI playlists and lossless audio. Analysts note that previous price rises have shown limited churn, with subscriber growth remaining strong. The announcement boosted Spotify’s shares nearly 3% in premarket trading on January 15, 2026, reflecting investor confidence in sustained monetization. While no explicit reasons were detailed in the announcement, the hike aligns with industry trends where streaming services adjust fees to offset licensing costs and inflation. Spotify continues to emphasize value additions, positioning the increase as part of delivering enhanced listening experiences in mature markets.

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