Paul Triolo

Paul Triolo

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

Chinese Airlines Raise Fuel Surcharges Amid Iran War Fallout
SocialApr 1, 2026

Chinese Airlines Raise Fuel Surcharges Amid Iran War Fallout

Chinese Airlines to Hike Fuel Surcharges as Iran War Fallout Hits Home - Caixin Global https://t.co/tKHHV7HqD9

By Paul Triolo
China Poised to Capture Market as Iran War Reshapes Trade
SocialApr 1, 2026

China Poised to Capture Market as Iran War Reshapes Trade

Iran war gives Chinese exporters chance to grab global market share Ample oil reserves and renewables growth make manufacturing sector more resilient than rivals https://t.co/Zm287YiQYa via @ft

By Paul Triolo
Long‑term Stability with China Hinges on Rare Earth Access
SocialApr 1, 2026

Long‑term Stability with China Hinges on Rare Earth Access

Stability and continuity with China will require continued access to rare earths and magnets, for at least a decade and beyond...

By Paul Triolo
Guardian AIs May Police Their Own Kind
SocialApr 1, 2026

Guardian AIs May Police Their Own Kind

‘Guardian’ Apps Aim to Stop AI Agents From Going Rogue Ironically, the guardian apps are often powered by the same AI models behind products like Claude Code. That raises the question of whether a guardian AI app powered by Anthropic models...

By Paul Triolo
Zhipu's GLM Matches Foreign Chips on Domestic Hardware
SocialApr 1, 2026

Zhipu's GLM Matches Foreign Chips on Domestic Hardware

Zhipu accelerates pivot to domestic chips amid AI boom in China "The deep optimisation has enabled the GLM series ​models to achieve inference efficiency on domestic chips that rivals that of the world's leading ​foreign chips. --Zhang Peng https://t.co/JFivhulfnU

By Paul Triolo
South Korea's March Exports Soar on Semiconductor Surge
SocialApr 1, 2026

South Korea's March Exports Soar on Semiconductor Surge

South Korean exports hit an all-time monthly high in March, government data showed Wednesday, as companies rushed orders for semiconductors due to fears of supply chain disruptions caused by the conflict in the Middle East. https://t.co/5Jqd1ZxnbT via @NikkeiAsia

By Paul Triolo
Shenzhen Launches China’s First 10,000‑card AI Supercomputer
SocialApr 1, 2026

Shenzhen Launches China’s First 10,000‑card AI Supercomputer

Shenzhen activates China’s first 10,000-card AI cluster with Huawei’s chips Hub launches new cluster built with Huawei advanced chips, delivering 11,000 petaflops of computing power in push for home-grown tech https://t.co/RqgqZdNH6B via @scmpnews

By Paul Triolo
CPU Supply Crunch Hits PC and Server Manufacturers
SocialApr 1, 2026

CPU Supply Crunch Hits PC and Server Manufacturers

Supply crunch in Intel, AMD CPUs deals fresh blow to PC and server makers https://t.co/sMgQY3kMbL

By Paul Triolo
Iran Conflict and AI Surge Drive Tech Cost Hikes
SocialApr 1, 2026

Iran Conflict and AI Surge Drive Tech Cost Hikes

'No escape': Iran war and AI boom push up costs across the tech industry https://t.co/YSoH5JVRZo

By Paul Triolo
Arm Launches First In‑house Chip in China, Expects Strong Demand
SocialMar 31, 2026

Arm Launches First In‑house Chip in China, Expects Strong Demand

UK chip giant Arm to sell its first in-house chip in China ... we would expect the demand for this product to be just as strong in China as it is in the rest of the world.... Yup.... https://t.co/jHDazUTU3m

By Paul Triolo
Japan, France Eye Rare‑earth Pact, but Production Needed
SocialMar 31, 2026

Japan, France Eye Rare‑earth Pact, but Production Needed

Japan, France mull rare earths deal to cut China reliance A deal won't cut anything, only actual production of qualified materials and end products like magnets, at cost and scale.... https://t.co/IQ6N5twHWN

By Paul Triolo
OpenAI Secures $122B, Sets Record Funding Round
SocialMar 31, 2026

OpenAI Secures $122B, Sets Record Funding Round

OpenAI completed the largest funding round in Silicon Valley history, raising $122 billion ahead of a blockbuster IPO expected by the end of the year https://t.co/jq6mF0qHvN via @WSJ

By Paul Triolo
Shanghai AI Labs Launches QuantumBit AGI Innovation Hub
SocialMar 31, 2026

Shanghai AI Labs Launches QuantumBit AGI Innovation Hub

Big....Shanghai AI Labs launched the "AGI4S Mount Everest Project" to build China's scientific and intelligent innovation hub – QuantumBit. https://t.co/qi0ntDOXo7

By Paul Triolo
China Ships Diesel to Southeast Asia Despite Curbs
SocialMar 31, 2026

China Ships Diesel to Southeast Asia Despite Curbs

China has exported cargoes of diesel and other fuels to energy-starved countries across Southeast Asia over the weekend, in what appears to be a signal of support despite export curbs imposed earlier this month https://t.co/Ho2QuntmBc

By Paul Triolo
Trust, Not Contracts, Makes TSMC Irreplaceable for Nvidia
SocialMar 31, 2026

Trust, Not Contracts, Makes TSMC Irreplaceable for Nvidia

No Contracts, No Problem: The Trust Behind NVIDIA and TSMC Huang highlighted two key reasons why TSMC is irreplaceable: Its ability to manage the conflicting and constantly shifting demands of hundreds of customers at a world-class level. Its creation of something...

By Paul Triolo
Insights on Managing China’s Rare Earth Export Controls
SocialMar 31, 2026

Insights on Managing China’s Rare Earth Export Controls

China's Rare Earth Export Controls Commentary from @Camrjohnson and @pstAsiatech ...excellent comments from Cameron here on navigating China's Rare earth controls...... https://t.co/Ue3q820lYO

By Paul Triolo
China Denies Energy Bans, Neighbors Left Out
SocialMar 31, 2026

China Denies Energy Bans, Neighbors Left Out

From Belt and Road to belt tightening: China's neighbours get cold shoulder on energy But so far China has offered only vague statements and has yet to even publicly acknowledge the export bans reported ‌by Reuters and others as it focuses...

By Paul Triolo
China Greets EU Lawmakers, Aims to Mend Strained Ties
SocialMar 31, 2026

China Greets EU Lawmakers, Aims to Mend Strained Ties

China welcomes EU lawmakers' first visit in 8 years as chance to steady strained ties https://t.co/MvadiOAS0R

By Paul Triolo
US Blocks Chinese EVs From Canada Despite Tariff Cut
SocialMar 31, 2026

US Blocks Chinese EVs From Canada Despite Tariff Cut

US won’t allow Chinese EVs from Canada to enter its market, President Donald Trump’s ambassador in Ottawa said, after a January deal in which Prime Minister Mark Carney lowered tariffs on those vehicles Huh?https://t.co/vBvBuGKGqK

By Paul Triolo
Iran Oil Crisis Fuels BYD’s Overseas EV Surge
SocialMar 31, 2026

Iran Oil Crisis Fuels BYD’s Overseas EV Surge

BYD hails windfall as Iran oil crisis supercharges Chinese EV outlook Wang Chuanfu predicts 'another level' of overseas sales, lifting goal by 15%: sources Suddenly, fears of "overcapacity" see very very out of touch with reality... https://t.co/of19SiqP3d via @NikkeiAsia

By Paul Triolo
GalaxySpace Launches IPO, Leveraging Veteran Aerospace Talent
SocialMar 31, 2026

GalaxySpace Launches IPO, Leveraging Veteran Aerospace Talent

Chinese Satellite Startup GalaxySpace Kicks Off IPO The company’s core engineering team includes veterans from major state-backed aerospace institutions, including units under China Aerospace Science and Technology Corp. and China Aerospace Science and Industry Corp. Its business spans satellite mobile...

By Paul Triolo
US Senators Push Taiwan to Boost $40B Defense Budget
SocialMar 31, 2026

US Senators Push Taiwan to Boost $40B Defense Budget

U.S. Senators Press Taiwan to Raise Military Spending, as China Protests Senators urged Taiwan to break an impasse over a $40 billion budget proposal, highlighting concerns in Washington about the threat from China. $40 billion will not fly.... https://t.co/1V1zb5xbV1

By Paul Triolo
China Poised to Lead as US Credibility Erodes
SocialMar 31, 2026

China Poised to Lead as US Credibility Erodes

A blueprint for Chinese global leadership With the US destroying its own credibility, the opportunity is Beijing’s for the taking https://t.co/AZmq1LQ7j4 via @ft

By Paul Triolo
OpenClaw Hype Pushes AI Toward Real‑work Execution
SocialMar 30, 2026

OpenClaw Hype Pushes AI Toward Real‑work Execution

OpenClaw Craze Is Driving Next Phase of AI Development, Insiders Say Users now expect large language models to execute actual work rather than simply engaging in conversations, says Zhang Peng, chief executive officer of Zhipu AI... https://t.co/Bw9e7YzQZm

By Paul Triolo
America Divided on Taiwan: Elite Consensus Questioned
SocialMar 30, 2026

America Divided on Taiwan: Elite Consensus Questioned

Ryan Hass On Taiwan: Is America dividing on Taiwan — And implications for Taiwan Is the "elite consensus" accurate? https://t.co/DyOQZXZLmE

By Paul Triolo
Big Tech Bets on Renewables, Batteries, Nuclear for AI
SocialMar 30, 2026

Big Tech Bets on Renewables, Batteries, Nuclear for AI

Big Tech Schools Big Energy on Powering AI The Silicon Valley bosses actually funding these projects want to hedge their bets with renewable energy, batteries and nuclear power. https://t.co/fXtxkX51rC

By Paul Triolo
Rising Fuel Costs Spark Chinese EV Surge, Boosting Makers
SocialMar 29, 2026

Rising Fuel Costs Spark Chinese EV Surge, Boosting Makers

Pain at the pump fuels EV rush in China, driving a timely boost for carmakers No, "overcapacity", no.... https://t.co/7NrecJlogO

By Paul Triolo
China Builds Hypersonic Design Software in a Week
SocialMar 29, 2026

China Builds Hypersonic Design Software in a Week

From years to a week: China’s superfast software for hypersonic weapon design No genAI needed.... https://t.co/6v22I9RBWM

By Paul Triolo
Earendil Labs Secures $787M to Accelerate AI Biologics
SocialMar 28, 2026

Earendil Labs Secures $787M to Accelerate AI Biologics

Earendil Labs Announces $787 Million in Financing to Scale AI-Driven Biologics Discovery and Development Who is winning AI race again? https://t.co/ZW4S2zUGkS

By Paul Triolo
Midjourney's Profitability Faces Google Rivalry and VC Pressure
SocialMar 27, 2026

Midjourney's Profitability Faces Google Rivalry and VC Pressure

Midjourney Is Profitable and Chasing Hardware Dreams. But Can It Survive Google? The competition around founder David Holz has intensified, and his plans greatly exceed his initial creation, an AI image-making tool beloved by artists. He may even have to do...

By Paul Triolo
House Pushes Contested Chip Export Controls to Curb AI Smuggling
SocialMar 27, 2026

House Pushes Contested Chip Export Controls to Curb AI Smuggling

House panel advanced legislation that would require the Commerce Department to demand chipmakers do more to keep AI tech from being smuggled to China Despite incessant cheerleading from some quarters, members understand the many problems with this bill... https://t.co/kBjLLxHfN9

By Paul Triolo
China’s Research Surge Threatens U.S. Scientific Dominance
SocialMar 27, 2026

China’s Research Surge Threatens U.S. Scientific Dominance

The Shocking Speed of China’s Scientific Rise When will Chinese research pull ahead of the U.S.’s? https://t.co/BBemz3lomx

By Paul Triolo
China Launches Trade Probes in Response to U.S. Actions
SocialMar 27, 2026

China Launches Trade Probes in Response to U.S. Actions

China Hits Back at U.S. With New Trade Probes Ahead of Trump-Xi Summit Beijing responds to investigations by the U.S. that could raise tariffs @pstAsiatech: yes, Beijing will respond to every measure coming from within Beltway, every one.. https://t.co/XZraiO7f8W

By Paul Triolo
Chinese EV Makers Gain Momentum in Europe, Eye US Launch
SocialMar 27, 2026

Chinese EV Makers Gain Momentum in Europe, Eye US Launch

China’s Carmakers Return to Growth in Europe With EV Sales When will they be available in the US? https://t.co/kCFXgE8I5r

By Paul Triolo
China Plays the Long Game Against Trump
SocialMar 27, 2026

China Plays the Long Game Against Trump

How China Is Playing the Long Game With Trump China is always playing the long game... https://t.co/ca5y4Jpyct

By Paul Triolo
Huawei AI Chip Wins ByteDance, Alibaba Orders
SocialMar 27, 2026

Huawei AI Chip Wins ByteDance, Alibaba Orders

Huawei's new AI chip finds favour with ByteDance, Alibaba which plan to place orders ...tech firms intend to use the new 950PR more ⁠extensively, as chip is more compatible with Nvidia's CUDA software system and has better response speed...Huawei plans to...

By Paul Triolo
House Committee Approves Chip Security Act Targeting China
SocialMar 26, 2026

House Committee Approves Chip Security Act Targeting China

House Foreign Affairs Committee Passes Chip Security Act | Select Committee on the CCP https://t.co/Pxi7ysePpz

By Paul Triolo
China Calls for NeurIPS Boycott, Deepening AI Rift
SocialMar 26, 2026

China Calls for NeurIPS Boycott, Deepening AI Rift

AI rift widens as China urges boycott of top US conference over sanctions ban China has become the largest contributor to NeurIPS in recent years, driven by research from institutions such as Tsinghua University and the Chinese Academy of Sciences. https://t.co/wDLuPB3O1L

By Paul Triolo
Middle Eastern Funds Reap Huge Gains on Chinese AI IPOs
SocialMar 26, 2026

Middle Eastern Funds Reap Huge Gains on Chinese AI IPOs

Middle Eastern funds have racked up outsize gains from bets on newly-listed Chinese AI companies China uninvestable? Seems like so long ago now... https://t.co/u1DyM6ixKs

By Paul Triolo
AI Boom Fuels China's Record‑breaking Trade Despite Oil Shock
SocialMar 26, 2026

AI Boom Fuels China's Record‑breaking Trade Despite Oil Shock

An investment boom in AI has kept China’s trade volumes on a path to exceed last year’s record levels, offsetting disruptions from higher oil prices in the weeks after war broke out in Iran https://t.co/L3nAViEgYs

By Paul Triolo
Older GPUs Now Legally Licensed for Chinese Nvidia Users
SocialMar 26, 2026

Older GPUs Now Legally Licensed for Chinese Nvidia Users

These are clearly not/not cutting edge GPUs and are now legal to ship to Chinese end users with license, many of which have been approved for Nvidia....

By Paul Triolo
Oil Crisis Boosts Struggling Chinese EV Makers
SocialMar 26, 2026

Oil Crisis Boosts Struggling Chinese EV Makers

The worst oil crisis in history comes at a good time for China’s troubled EV giants https://t.co/15HWchakCe

By Paul Triolo
China Demonstrates Atlas Drone Swarm with AI Combat Upgrade
SocialMar 26, 2026

China Demonstrates Atlas Drone Swarm with AI Combat Upgrade

China unveils full-process demonstration of Atlas drone swarm operations system, expert highlights algorithm-enabled combat upgrades https://t.co/KM8FySikPc

By Paul Triolo
Nvidia-Backed Startup Valued at $25B to Counter Chinese AI
SocialMar 26, 2026

Nvidia-Backed Startup Valued at $25B to Counter Chinese AI

Nvidia-Backed Startup Seeking to Counter Chinese AI Eyes $25 Billion Valuation Yes, it's all about "countering Chinese AI"... https://t.co/7VwOnVxaeb

By Paul Triolo
Alibaba Announces 5nm AI Chip, TSMC Production Pending
SocialMar 26, 2026

Alibaba Announces 5nm AI Chip, TSMC Production Pending

Alibaba unveils 5-nm AI chipset design amid OpenClaw frenzy Sources say chip would be made by TSMC once it reaches production stage Yes, "small yard high fence" has failed... https://t.co/gTH9g4VJXA via @NikkeiAsia

By Paul Triolo
OpenAI Funds Isara, a Youth‑led AI Startup
SocialMar 26, 2026

OpenAI Funds Isara, a Youth‑led AI Startup

OpenAI Backs New AI Startup Seeking Bot Army Breakthroughs The San Francisco company, called Isara, was founded last June by two 23-year-old AI researchers, Eddie Zhang and Henry Gasztowtt. They have hired researchers from Google, Meta , and OpenAI. https://t.co/TmyAydRBDk

By Paul Triolo
AI Scientist Automates Full Research Cycle End‑to‑End
SocialMar 26, 2026

AI Scientist Automates Full Research Cycle End‑to‑End

Towards end-to-end automation of AI research We present The AI Scientist, which creates research ideas, writes code, runs experiments, plots and analyses data, writes the entire scientific manuscript, and performs its own peer review. https://t.co/sYHqJNztcE

By Paul Triolo
Melania Trump Hosts Record 45 Nations, Unveils US Humanoid
SocialMar 25, 2026

Melania Trump Hosts Record 45 Nations, Unveils US Humanoid

First Lady Melania Trump Convenes Record 45 Nations at the White House and Introduces American-Built Humanoid – The White House https://t.co/hRogI1ZfKF

By Paul Triolo
Tesla Negotiating $2.9B Chinese Solar Equipment Deal
SocialMar 25, 2026

Tesla Negotiating $2.9B Chinese Solar Equipment Deal

Exclusive: Tesla in talks with Chinese firms to buy $2.9 billion worth of solar equipment, sources say No "overcapacity" here.... https://t.co/XUURdFhf32

By Paul Triolo