Paul Triolo

Paul Triolo

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Tech policy analyst focused on China/Asia; posts on semis and policy impacts on equities

Xi Blocks Meta Deal, Echoing CFIUS’s Power
SocialApr 28, 2026

Xi Blocks Meta Deal, Echoing CFIUS’s Power

Xi Tests China’s Reach by Blocking Meta Deal That’s Already Done Just like CFIUS has done for many years... https://t.co/iPzbSXPGRE

By Paul Triolo
Musk Vs. Altman: Can a Fair Jury Exist?
SocialApr 27, 2026

Musk Vs. Altman: Can a Fair Jury Exist?

Elon Musk and Sam Altman are about to face off in court. Is an impartial jury even possible? https://t.co/quWDFFCLz0

By Paul Triolo
Meta's Integrated Manus Team Makes Split Unclear
SocialApr 27, 2026

Meta's Integrated Manus Team Makes Split Unclear

It is not clear how such a transaction would be unwound. Meta has described the two teams as “deeply integrated.” Members of the Manus team have been working alongside colleagues from Meta at the company’s office in Singapore. This is going...

By Paul Triolo
OpenClaw Adopts DeepSeek V4 Amid Huawei Partnership Scrutiny
SocialApr 27, 2026

OpenClaw Adopts DeepSeek V4 Amid Huawei Partnership Scrutiny

OpenClaw adds DeepSeek V4 models as tech world assesses Huawei tie-up Wait, who is winning? https://t.co/BPLmMcLr42

By Paul Triolo
Foreign Buyers Split: Cheap Chinese Lidars Vs. Non‑China Production
SocialApr 27, 2026

Foreign Buyers Split: Cheap Chinese Lidars Vs. Non‑China Production

Some foreign clients are willing to purchase lidars from Robosense's Chinese production lines, which usually have a smaller price tag, while others insist on a "in global, for global" approach of production outside of China for markets outside of China....

By Paul Triolo
China Blocks Foreign Takeover of Manus Project
SocialApr 27, 2026

China Blocks Foreign Takeover of Manus Project

Whoa Office of the Working Mechanism for Security Review of Foreign Investment (NDRC) Issues a Security Review Decision on the Foreign Acquisition of the Manus Project The Office of the Working Mechanism for Security Review of Foreign Investment (NDRC), in accordance with...

By Paul Triolo
Chinese Automakers Have Long Outpaced Tesla in Robotaxi Race
SocialApr 27, 2026

Chinese Automakers Have Long Outpaced Tesla in Robotaxi Race

Chinese carmakers take on Tesla in race for robotaxi supremacy No kidding, they have been doing it for years.... https://t.co/doyHIKfYPz

By Paul Triolo
White House Calls for Boosted Grid Infrastructure Production
SocialApr 26, 2026

White House Calls for Boosted Grid Infrastructure Production

Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Grid Infrastructure, Equipment, and Supply Chain Capacity – The White House https://t.co/I8umyQLgYR

By Paul Triolo
NVIDIA's Feynman GPU to Split Production Between TSM
SocialApr 26, 2026

NVIDIA's Feynman GPU to Split Production Between TSM

Current rumors suggest that the Feynman GPU core will remain with TSMC, while the communication I/O die may shift to Intel’s 18A or 14A process. In addition, 25% of the GPUs are expected to use Intel’s EMIB advanced packaging technology.

By Paul Triolo
Export Controls Drove Cheaper V4 via Algorithmic Hacks
SocialApr 26, 2026

Export Controls Drove Cheaper V4 via Algorithmic Hacks

Export controls working? Yes sort of and...no, because that constraint forced them to innovate on the algorithms side. They came up with algorithmic unlocks that let them train and run V4 at a fraction of the price, even with nerfed...

By Paul Triolo
US State Dept Issues Global Alert on Chinese AI Theft
SocialApr 26, 2026

US State Dept Issues Global Alert on Chinese AI Theft

Exclusive: US State Dept orders global warning about alleged AI thefts by DeepSeek, other Chinese firms https://t.co/pddPI6zgPF

By Paul Triolo
Cursor's SpaceX, Anthropic Deal Highlights Massive Compute Costs
SocialApr 24, 2026

Cursor's SpaceX, Anthropic Deal Highlights Massive Compute Costs

Behind Cursor’s Deal With SpaceX, Anthropic and Compute Costs Loomed Large — The Information https://t.co/pfTwNxybKN

By Paul Triolo
Musk Vs. Altman: Legal Showdown Heads to Court
SocialApr 24, 2026

Musk Vs. Altman: Legal Showdown Heads to Court

Elon Musk’s Legal War With OpenAI’s Sam Altman Set for Showdown in Court — The Information https://t.co/wrrgLX2xOu

By Paul Triolo
Iran Conflict Depletes US Weapons, Cuts China Rare‑earth Supply
SocialApr 24, 2026

Iran Conflict Depletes US Weapons, Cuts China Rare‑earth Supply

Iran War Has Drained U.S. Supplies of Critical, Costly Weapons Amazingly, no mention of rare earths magnets. All the missile system use, produced all now cut off from China sources. https://t.co/6vpOGXJPZt via @NYTimes

By Paul Triolo