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
EU Bans China From Research, but Europe Pays the Price
Commentary: EU Shuts China Out of Science Projects, but Europe Will Pay the Price https://t.co/nVLtwgVav5
WEC Chief Urges China Tech, Warns Overcapacity
World Energy Council Head Urges Nations to Use China Tech to Go Green Wait, what about "overcapacity"? https://t.co/gQusOUBuWD
CATL Expands Beyond EVs Into Broader Markets
Battery giant CATL is no longer just a play on electric vehicles via @FT https://t.co/cJ9uCcGe9R
TSMC Sole Supplier for Google's 2nm; Intel Rivalry Lies Elsewhere
TSMC remains the only one able to fabricate Google's 2nm chips. The Intel/TSMC competition is about the "backend," not the chip itself.
US‑Australia Invest $
Australia and US boost support for critical minerals with $3.5 billion Not clear where processing will be done, or where mine to magnet chain happens.... https://t.co/OpCtNNHYup
China Enacts Rules to Block Foreign Extraterritorial Overreach
Big.......Regulations of the People's Republic of China on Combating Undue Extraterritorial Jurisdiction by Foreign Countries https://t.co/3QcIwRfq8T https://t.co/26Gjw07LCR
China, Iran Weaponize Economy, Outmaneuver U.S. Sanctions
China, Iran weaponized the global economy to beat the U.S. at its own game US...expanded export controls to cover an estimated 20,000 Chinese companies, and tightened controls over advanced chipmaking equipment and jet engines to China. Yes, that is economic coercion. https://t.co/Kd7ckEDhaE
StepFun Dismantles Offshore Structure to Enable IPO
Chinese AI startup StepFun to unwind offshore structure to pave way for IPO, sources say https://t.co/92y5pk6rlV
Saudi Crude Shipments to China to Halve Amid War
Saudi Arabia’s crude sales to top importer China are set to halve next month as the war in the Middle East upends flows and lifts prices, according to traders familiar with the matter https://t.co/P8mgp5is3N
Taiwan Drills to Secure Supplies Against Potential Chinese Blockade
Taiwan will conduct new drills in coming weeks to ensure the island has access to critical supplies in the event of a Chinese blockade, a risk demonstrated by Iran’s closure of a global energy chokepoint https://t.co/lSVXsGM3NB
Chinese AI Claims to Track US Bombers over Iran
How a Chinese company said it used AI to track US bomber movements over Iran MizarVision tried to determine bomber movements based on aerial tanker positions and US attacks on key strategic sites https://t.co/DVBEPnYzj3 via @scmpnews
SMIC Overcame Unprecedented Hurdles to Reach 7nm
Steady progress. Remember, no company in the world has had to do what SMIC has had to to get to commercial 7 nm production....
China to Restore Limited Ties with Taiwan After Opposition Visit
China says it will resume some ties with Taiwan after visit by opposition leader - POLITICO https://t.co/vCYJCuJUps
Ministry Unveils AI + Education Action Plan
Notice of the Ministry of Education and other five departments on the Issuance of the Action Plan of "Artificial Intelligence + Education" https://t.co/0g1JkaX41f
AI Progress Unstoppable Despite Moore’s Law Slowdown
Mustafa Suleyman: AI development won’t hit a wall anytime soon ..skeptics keep predicting walls..they keep being wrong in face of epic generational compute ramp. Often, they point out that Moore’s Law is slowing, a lack of data, or limitations on energy....
Anthropic's Mythos Triggers Unexpected Global Cybersecurity Reckoning
Anthropic’s Mythos Will Force a Cybersecurity Reckoning—Just Not the One You Think “This is an issue that involves all of the model developers. Our goal here is just to kick things off,” Graham said. Yes, including in China... https://t.co/Wsv6owE233
OpenAI's Stargate Execs Exit Amid Data Center Overhaul
OpenAI Stargate Leaders Depart in Latest Shakeup to Data Center Strategy — The Information https://t.co/2CReHVRc1e
USTR Calls Chinese Vehicle Data Ban Short‑sighted, Unnecessary
USTR's Greer sees no changes in data rules that bar Chinese vehicles from US A short-sighted policy not driven by actual data security concerns, all of which are manageable... https://t.co/wyITSMvYtq
China Expands ChiNext Rules to Attract Fast‑growing Firms
China unveiled new rules for the Shenzhen stock exchange’s tech-focused ChiNext board, seeking to broaden listing options and make the market more attractive to fast‑growing companies https://t.co/UUlR3YORcx
Chinese AI Firm Reveals $92M Nvidia Servers, No Longer
China AI Firm Discloses $92 Million of Banned Nvidia Chip Servers to Beijing Small numbers, and no longer "banned"..... https://t.co/Z0lwcvOKem
Sumitomo Electric Ramps up Tungsten, Cuts China Reliance
Sumitomo Electric to boost tungsten output 50%, reducing China dependence Japanese materials supplier will build $100m plant and bolster recycling efforts https://t.co/shDv57HEVs via @NikkeiAsia
EU Delays China Strategy Amid Iran Crisis Urgency
China sidelined: EU shelves rare strategy debate as Iran crisis takes priority Taken together, officials say, the risk is that Europe confronts China’s industrial challenge with fragmented tools, without political alignment needed to act. Board of Trade? https://t.co/XG9G3bzpxw
China Pulls Top Silicon Valley AI Talent Home
China lures home its top AI talent from Silicon Valley No, Manus was not a model.... https://t.co/Z49jUxz2JC via @ft
UK Solar Startup Attracts China, US Interest
The British Solar Startup Being Courted by Both China and the U.S. - WSJ https://t.co/sX60BYn0kE
Trump Abandons Aggressive China Playbook, White House Reverses
Trump Quietly Scraps His Own Playbook on China The White House walks back the aggressive approach of the first administration, in a dramatic reversal Times change, leverage changes... https://t.co/emValbLeko via @WSJ
BYD Leads OTA Race with 200 Updates Annually
Freshness is king: BYD reigns with 200 vehicle software updates a year Concept pioneered by Tesla is taken to next level by Chinese automakers https://t.co/09xM5CEok3 via @NikkeiAsia
OpenAI to Stagger New Model Rollout Due to Cybersecurity Risks
Scoop: OpenAI plans staggered rollout of new model over cybersecurity risk The norm going forward.... https://t.co/UPDRrpD1Jr
AI Threat Real; Demands Global Government and Industry Cooperation
Yes, the threat from AI systems is real, and requires nation state cooperation, including across industry....
White House Pushes Pro‑industry AI Policy Despite Backlash
At David Sacks’s Behest, White House Barrels Forward on Industry-Friendly AI Policy Trump administration plans to emphasize AI’s economic benefits ahead of the midterms, but some allies warn of political blowback https://t.co/7FPD4yhShf via @WSJ
Alibaba's HappyHorse-1.0 Tops AI Video Model Leaderboard
Alibaba Group has anonymously released a new AI video generation model called HappyHorse-1.0, which rose to the top of an AI model leaderboard and attracted a lot of attention on social media https://t.co/nwrbPbkJGa
Anthropic Launches Tool to Simplify AI Agent Creation
Anthropic’s New Product Aims to Handle the Hard Part of Building AI Agents | Amid rapid enterprise growth, Anthropic is trying to lower the barrier to entry for businesses to build AI agents with Claude. https://t.co/5CoZPV4zSv
Manycore Targets $130M Hong Kong IPO
Hangzhou ‘Six Little Dragons’ member Manycore seeks US$130m from Hong Kong IPO The spatial design software developer is selling 161 million shares priced between HK$6.72 and HK$7.62 each, with listing set for April 17 https://t.co/t3Gwcu6MsW via @scmpnews
Unitree Launches World's Cheapest Humanoid Robot Globally
Unitree to debut cheapest humanoid robot globally via Alibaba The international launch of the company’s cheapest humanoid robot next week is expected to cover North America, Europe, Japan and Singapore https://t.co/RHCUHGkTdh via @scmpnews