China Bars Unapproved US Tech Investment After Meta Deal
China to Curb US Investment in Tech Companies After Meta Deal Agencies including the National Development and Reform Commission have told several private firms they should reject capital of US origin in funding rounds unless explicitly approved https://t.co/2vTEIkjAgp
Intel Capitalizes on AI-Driven CPU Resurgence, China Lags
How Intel is riding the ‘CPU comeback’ as AI shifts - and where China stands https://t.co/lRphpWagbK
Congress' Massive Export Crackdown Fails to Shield US Chips
Tech war: US Congress rolls out ‘largest’ export control upgrade against China Let's be clear, this does nothing to "protect" the US semiconductor industry.. https://t.co/ic51dxC2bF
OpenAI's AI Strategy Overlooks Asia‑Scale Blind Spot
OpenAI's blueprint for the AI age has a blind spot the size of Asia https://t.co/Lh6pBQYbBN via @NikkeiAsia
Metrics Miss Full Installed Base and Real Compute Deployment
This does not reflect full historical installed base or how existing compute is actually being deployed...
SoftBank's New Memory Chip Venture Gains Government, Industry
SoftBank's next-generation semiconductor memory company government to support RIKEN, Fujitsu, etc. also solidify investment https://t.co/s7WUUwhf0M
Huawei Secures 19 Critical‑Sector Certifications, Outpacing Spanish Firms
CNI certifies 19 Huawei products for use in critical sectors such as defense With more than 70 devices in April, it far exceeds the certifications obtained by Spanish companies Clean network? https://t.co/tWRMNbiOR6
Harsh Tactics Boost Chinese Self‑reliance, Risk Western Relevance
"Every blunt instrument applied accelerates Chinese indigenization, strains allied relationships, and narrows the window in which Western equipment remains indispensable." Those advocating for MATCH Act taking narrow view, ignoring massive collateral damage. https://t.co/98q7VvFemB
Avoid Geographic Silos: Foster Free AI Idea Exchange
The AI Science Separation “It’ll be a massive loss if researchers get into geographical siloes and don’t freely cross pollinate ideas,” Rao says. No kidding... https://t.co/VvWR05BnZR
Google Partners with Marvell for Next‑gen AI Inference Chips
Google in Talks With Marvell to Build New AI Chips for Inference — The Information https://t.co/yPq06Iptig
Anthropic CEO Backs US AI Use to Topple Dictators
Anthropic chief Dario Amodei: ‘I don’t want AI turned on our own people’ We’re excited for the US government to use this technology,” he says, suggesting it could help “dissolve” authoritarian regimes. “ https://t.co/NQHW7UsdnX via @ft
Recursive Superintelligence Secures $500M, $4B Valuation
Months-old start-up Recursive Superintelligence raises $500mn for self-teaching AI Group founded by former engineers at DeepMind and OpenAI secures $4bn valuation in deal with Google’s venture arm and Nvidia https://t.co/mvU224DyQj via @ft
Chinese Biotech's Global Surge May Hinge on AI
China’s drug makers are speeding up – will AI be their secret weapon? Chinese biotech firms are striking big global deals as drug makers, but could artificial intelligence take them to the next level? No "overcapacity" here.... https://t.co/sktFORaVey via @scmpnews
AI Boosts, Not Displaces, China's Software Market
AI is not eating up China’s software market but turbocharging it: HSBC analyst | South China Morning Post https://t.co/sNeee6iUfZ
BYD Seeks EU Lobby Seat Amid EV Tariff Pressures
BYD is in talks to join Europe’s car lobby group, a move that would give the Chinese automaker a voice in the region where it faces tariffs on its electric-vehicle imports https://t.co/Pi7zP3bsiq
US Growth Rides on Fragile TSMC Dependence
With robust resilient global supply chains, American growth has seen record gains, including with 90 percent dependence on TSMC for advanced node production. No one explains how much manufacturing will strengthen the economy and at what cost, economics matter....
US Blocks Chinese LED Chipmaker’s Dutch Acquisition
Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition The specific national security concern not clear. What about " small yard, high fence"? LEDs? https://t.co/4JNTUcmAyP
AI Redefines TSMC’s Capacity and Global Strategy
In other words, TSMC is no longer dealing with a normal semiconductor cycle. It is dealing with a structural reallocation of capacity. AI is reshaping the logic of semiconductor capital spending, extending the lifecycle of leading-edge process nodes, and even changing...
China’s Drug Innovation Surge Defies Industrial Policy Narrative
China Is Now a Global Drug Innovation Powerhouse. Industrial Policy Had Little to Do with It. .....industrial policies like Made in China 2025 played a negligible role... https://t.co/MKyZ6auvAS
Experts Slam Non‑specialist Analogies in AI Debate
I love it when podcast hosts and newsletter compilers cite other non industry or non expert sources on a complex issue to try and dispute one of the architects of the entire AI revolution... Jensen on nuclear weapons analogy: "Comparing...
Mutual Export Controls Harm US, China—Time for Careful Rollback
As I have noted in several posts over the past year, there is a growing recognition that both the US and China have pushed export controls to levels that are damaging to each other’s economies. A Deal Waiting to Be...
Anthropic CEO to Discuss Pentagon Dispute with White House
Anthropic CEO to meet White House chief of staff amid Pentagon dispute, Axios reports - https://t.co/JeVknmFC2Q
DeepSeek Seeks First External Funding to Boost AI Compute
DeepSeek in talks to raise outside capital for first time, seeking to beef up its financial war chest so it can better compete in the costly battle to develop leading AI models.... That will buy lot of compute... https://t.co/8YciEvxn9J
Anthropic to Quadruple London Staff Amid US Tensions
Anthropic Plots Major London Expansion As tensions with the US government mount, Anthropic has leased a new office with enough space to quadruple its 200-person head count in London. https://t.co/EDUGMd1bgO
Ganfeng Profits Surge on Booming EV and AI Storage Demand
China’s lithium giant Ganfeng sees profit jump as EV, ESS battery demand soars The world’s top lithium producer forecasts a strong turnaround as global decarbonisation and AI-driven energy storage fuel demand https://t.co/ugavTV7WR5 via @scmpnews
China Doubles AI‑Science Compute Without US Chips
China doubles ‘AI for science’ computing scale in 2 months using no US chips | South China Morning Post https://t.co/3H0S5aW1UM
Google, Pentagon Negotiate Secret AI Contract, Mending Military Ties
Google and Pentagon Discuss Classified AI Deal as Company Rebuilds Military Ties — The Information https://t.co/hHvbCxnlot
TSMC Signals New LPU Bid, Samsung's Groq Order Uncertain
TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last https://t.co/hGNZ3E1yBn
Mythos Built on Modest, Globally Accessible Compute Resources
Great rejoinder to some of the worst analysis of the implications of Mythos from the predictable quarters... "First of all, Mythos was trained on fairly mundane capacity and a fairly mundane amount of it by an extraordinary company. The amount of...
Musk Flips on TikTok, Gains 120K Followers
From ‘probing minds’ to verified account: how Musk’s stance on TikTok shifted The billionaire’s surprising return to TikTok reveals his evolving tech diplomacy, with his account quickly gaining 120,000 followers The National Emergency finally over? https://t.co/UkIcFIOrHs https://t.co/sDmkGikJLX
Yellen: No Dollar Alternative, US‑China Must Team on AI
Yellen says ‘no alternative’ to dollar, urges US-China cooperation for sake of the world Regarding US-China collaboration, Yellen singled out AI as an area with significant threats, requiring US and China to cooperate to ensure the safety of AI systems. “We...
China Trials Deep-Sea Submarine Cable Cutter at 3,500 M
China tests submarine cable cutter at 3,500-metre depth Maybe "salvage" and "maintenance" vice "cutter", the cutting is not the primarily capability.... https://t.co/i2Wo4yNkyq
Dishan Technology Near 2nm AI Chip, 40% More Efficient
China’s Dishan Technology nears 2nm AI chip breakthrough, reports say Shanghai-based start-up says its chip design is likely to improve energy efficiency by 40 per cent compared with its predecessor Technology finds a way around controls, eventually... https://t.co/gaSkdYcIks
Jake Sullivan Explores America’s Tech High Ground
Jake Sullivan: The Tech High Ground A lot to unpack here, here is a short thread. 🧵 https://t.co/5gQzM9Dl6u
Trump Urges Xi; China Denies Arming Iran
Trump asked Chinese President Xi Jinping in a letter not to give Iran weapons, and Xi responded that China was not supplying Tehran https://t.co/60vaNXzDS1
India’s EV Push Still Hinges on Chinese Supply Chains
Battery and EV manufacturing are more dependent on China than ever despite billions in investment under the Make in India initiative Yes, innovative Chinese companies like BYD, CATL, and REE/magnet producers... https://t.co/CmFd1U4boY
China Acquires US Chip Tools Through Southeast Asia Amid Supply Shift
China snaps up US chip tools via Southeast Asia amid supply chain shift @pstAsiatech: No kidding, the SME industry is global, with complex supply chains, it is the market at work...... https://t.co/6KGUxLwD5g
Brazil Conditions Rare Earth Deal Amid US‑China Competition
China and the US want rare earths. Brazil will share – on one condition Move comes as Washington locks US$565 million deal with Brazil’s only operating rare earth mine https://t.co/iQo2RjLACX via @scmpnews
US and China Achieve Near-Equal AI Model Performance
U.S. and China Reach Near-Parity in AI Model Performance, Report Finds @pstAsiatech: This before DeepSeek V4...how meaningful a supposesd 3-6 month lead here is up for debate. Also, compute gap likely to close not increased over next year... https://t.co/pRwoePwvO8
Trump’s Blockade Threatens Fragile US‑China Détente
Trump’s Blockade Risks Upending an Emerging Détente With China In a thinly veiled critique of the war in Iran, China’s leader said the world could not risk reverting “to the law of the jungle.” Not very thinly veiled.... https://t.co/LPtfynf5Up
China Surges as US Scientific Talent Drains Away
As Trump scares off US scientists, China is racing ahead From mapping the seabed to AI innovation, Beijing is becoming the world’s scientific superpower But don't worry, US has "3-6 month lead" in AI.... https://t.co/tuVxbpXhjY
Xi Offers Four‑point Middle East Peace Plan to Abu Dhabi
Xi meets Crown Prince of Abu Dhabi, makes four-point proposal on Middle East peace https://t.co/0zJ1IU6Rlx
Yttrium Prices Surge 140‑Fold Amid China Restrictions
ICYMI Rare earth yttrium hits new high, up 140-fold in 1 year on China curbs Crazy https://t.co/IlKp0JP6Ny via @NikkeiAsia
Crypto Firms Chase Anthropic’s Mythos, Boost Security
Crypto Firms Seek Access to Anthropic’s Mythos While Shoring Up Defenses — The Information https://t.co/OkWKVP0ZPb
Ford Warns Chinese Car Entry Will Devastate U.S. Manufacturing
Ford’s top executive says allowing Chinese automakers to sell their cars in the US would be “devastating” to American manufacturing Bigger question: Why is that the case, now? https://t.co/0BoCuZ9nvf
China’s Export Controls Surge, Sparking Global Rationality Debate
China flexes trade power with soaring use of export controls Eskelund: “We really need people to step back, take a rational perspective on this and ask themselves whether this is really in the best interest of everyone." Meanwhile, former USG officials...
YMTC Expands Production Amid Escalating US‑China Trade Tensions
Exclusive: Chinese chipmaker YMTC plans new factories amid heightened US-Sino trade tensions, sources say - https://t.co/RoWfDZ6BEq
Spain, China Strengthen Alliance Amid Global Order Threats
Spain, China pledge closer ties in the face of threats to world order - https://t.co/Ym3XQaXmlF
China's Q1 Lithium Battery Exports Surge, Signaling Energy Shift
China’s lithium battery exports surged in the first quarter, reinforcing signs of demand for alternative power sources to counter the global energy-supply crunch https://t.co/tdvAMTghZb
US Must Build Talent and IP, Not Just Fill Gaps
Why the US may need more than just fixing gaps to rival China on rare earths Yup, some have been saying this for some time, despite all the happy talk... Personnel and IP.... https://t.co/ehnvjtwql4