Trump Urged to Welcome Chinese Investment in U.S. Manufacturing
Trump Should Be Open to Chinese Investment in U.S. Manufacturing Private Chinese capital is being locked out of mutually beneficial opportunities. https://t.co/gKtY0mscVo
European Allies Pivot to China, Question U.S. Superpower Status
Top US allies are turning toward China instead. Blame Trump...European allies broadly support building closer ties to China — and believe America's role as a global superpower is fading. Despite the best efforts of Europe's China pundits... https://t.co/Oz9BsswmeL
US, China Push to Seal Trade Talks Before Summit
US, China seek to wrap Paris talks on managed trade, agriculture deals for Xi-Trump summit Managed trade, tough sell in many quarters... https://t.co/XXu7CtHIdB
Trump Threatens Xi Summit Delay without Chinese Hormuz Aid
Trump Floats Xi Summit Delay If China Doesn’t Help in Hormuz “Head of state diplomacy plays an irreplaceable role in providing strategic guidance to China-US relations,” he added, without specifying a timeframe for the leaders’ meeting. https://t.co/2UjmNtyIUW
Alibaba to Launch Enterprise Agentic AI Amid AI Hype
Alibaba plans to release an agentic AI service for companies, banking on national enthusiasm around artificial intelligence assistants like OpenClaw that help users perform actual tasks https://t.co/yEbw2TOFvM
Alibaba's AI Star Lin Junyang Abruptly Exits, Sparking Talent Concerns
Lin Junyang, a technical lead behind turning Alibaba's Qwen into one of world’s most popular open-source AI model series, has left the company in a sudden departure that rattled China’s AI sector and raised questions about talent retention inside one...
US and China Officials Meet in Paris to Plan Summit
US Treasury Secretary Scott Bessent, US Trade Representative Jamieson Greer and China’s Vice Premier He Lifeng began talks in Paris on Sunday to map out plans for a leaders’ summit later this month https://t.co/ALjOia2Bim
US Deploys AI for Warfare, Iran Becomes Test Ground
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time An excerpt from the coming book Project Maven shows how the US enlisted...
Chinese AI Turns Commercial Satellite Data Into Intelligence
Chinese AI Startup Watching US Military Assets in Middle East From Space So are a lot of actors... “The value of MizarVision’s output is not the raw satellite image. Any government can purchase commercial satellite passes. The value is the AI...
US, Japan, EU to Forge Critical Minerals Trade Pact
The US, Japan and the European Union are set to announce plans in the coming weeks to lay the foundation for a trade agreement in critical minerals. Trade agreements, ok, personnel, IP, experience, required... https://t.co/4wQbtrIhCR
Iran Conflict Stalls Meta's Massive Gulf Cable Project
Big....Work on Massive Meta Cable Project in Persian Gulf Stalled by Iran War - Bloomberg https://t.co/aPdgkZOTMo
Cambricon Announces First Dividend After 2025 Profit
Cambricon to pay maiden dividend after turning profitable in 2025 The Shanghai-listed chip designer will distribute a cash dividend of 15 yuan for every 10 shares, its first since listing in 2020 https://t.co/c1zpgVUBl1 via @scmpnews
China’s Electrostate Shift Cushions Impact of Rising Oil Prices
China may benefit from higher oil prices triggered by Iran war China’s evolution into an “electrostate” may help insulate it from spiking oil prices. https://t.co/oCfxauQUQP
US May Approve Taiwan Weapons After Trump's China Visit
Exclusive: New US weapons for Taiwan could be approved after Trump's China trip, sources say https://t.co/cAFv0baooU
China Rejects U.S. Overcapacity Claims, Emphasizes Global Interdependence
China says US has no right to define overcapacity MOFCOM: "The world economy has long become an inseparable whole. As production and consumption are global, supply and demand must be matched and adjusted from a global perspective. If each country's...
Japan’s Oil Move Exposes Vulnerability, Boosts China’s Leverage
Japan taps oil reserves as Iran war spreads. Could it give China leverage? With Tokyo and Beijing still at loggerheads over Taiwan, analysts warn Japan’s decision exposes its economic vulnerability Yet another "Iran war gives Beijing leverage' piece, short answer....no... https://t.co/nx95uxzmnh
Iran Conflict Won’t Boost China; US Needs Rare Earths
How the War in Iran Could Help China and Change Asia Sorry but pretty superficial analysis here of the obvious. Not clear that China somehow benefits or that the US is distracted. Taiwan is a much more complex issue than...
Anthropic CEO Warns Superhuman AI Surpasses Nuclear Threat
The Dissonance of Anthropic CEO Dario Amodei In his telling, superhuman AI could be even more dangerous than nuclear weapons, which is why AI needs to be developed the right way, by the right people, so that it doesn’t overpower...
AI Lowers OSINT Barriers, Turns Iran Conflict Into Theater
How AI is turning Iran conflict into theater There’s a confluence of factors at play. AI coding tools mean people don’t need much technical skill to assemble open-source intelligence anymore, and chatbots can offer fast, if dubious, analysis of it. Yup.....
Anthropic's Legal Case Against Trump’s DoD Strengthens.
AI Agenda: Anthropic Has a Strong Legal Case Against Trump’s DoD — The Information https://t.co/XuMB7NMlTZ
Microsoft Eyes AI Campus Capacity as Oracle Backs Out
Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a closely watched artificial intelligence campus in Abilene, Texas, after rival Oracle walked away from the same opportunity. https://t.co/Sx6zD9RPid
Trump Admin Pushes $50B Anthropic Deal Despite Ban
Trump administration is still touting a $50B Anthropic investment amid agency ban | FedScoop https://t.co/d8UXHEdHsU
China's MoD Warns of US AI Military Access Demand
MoD's Jiang Bin on U.S. Department of Defense requests that U.S. tech companies allow the military unrestricted use of artificial intelligence technology. https://t.co/rZKz1aYBfu https://t.co/rQrEDOVcck
U.S. Presses Taiwan to Approve Special Defense Funding
Washington urges Taiwan lawmakers to pass special defense budget bill Unnamed State Department official: “We encourage all parties in Taiwan’s legislature to work through political differences and quickly pass a special defense budget that demonstrates Taiwan’s commitment to its self-defense by...
Nexperia China Launches Domestic Chip Production Amid Crisis
Nexperia China says it has begun producing its own chips This was clear from the beginning of this crisis... https://t.co/Sf9e2kXIYp
Lawmakers Push to Close Huawei Loopholes in US
ICYMI US lawmakers urged the Trump administration to close the loopholes that have allowed a unit of blacklisted Chinese tech giant Huawei to operate freely in the US https://t.co/OW33O82sVC
Tencent Secretly Builds WeChat AI to Outpace Rivals
Tencent Holdings is secretly building a new AI agent for its hugely popular WeChat messaging app, in hopes of leapfrogging rivals like Alibaba Group and ByteDance in the race to dominate China’s domestic AI market...see link in comment. Of course.... https://t.co/ncQcYI8Eav
China’s Rare Earths May Shorten US Iran Strikes
Could China’s rare earth supplies dictate how long US strikes on Iran go on? ..Washington had only two months of rare earths inventory, issue to dominate talks between Trump, Chinese President Xi. No duh. Not "Washington", dozens of US defind companies... https://t.co/NcUbH1CgJX
Google Deploys AI Agents to Automate Pentagon Workforce
Google is introducing artificial intelligence agents across the Pentagon’s three million-strong workforce to automate routine jobs, according to a senior defense official https://t.co/S8g6CD6qvk
EU Think Tank Warns Market Weaponization Needed to Counter China
Weaponise EU market against China or face manufacturing collapse: official think tank EUISS study urges bloc to “preserve and create technological chokepoints”, diversify markets away from China – in both instances mirroring long-term moves made by Beijing – to give it...
China Condemns Interference, Defends Iran's New Leader
China Says Opposes Any Targeting of New Iran Leader "China opposes interference in other countries' internal affairs under any pretext, and Iran's sovereignty, security, and territorial integrity should be respected," he said when asked about the threats against the new leader. ...
Agentic Core Networks Drive 6G Business Opportunities
ICYMI Huawei Dr. Wen Tong: Agentic Core Networks Shape 6G, Unlocking New Business Frontiers https://t.co/tHRSRtZVKE via @www.huawei.com
Taiwan Premier's Japan Baseball Visit Strains Tokyo‑China Relations
Taiwan’s premier made a personal trip to Japan and appeared in public to watch the island’s baseball team in action, a rare visit that risks deteriorating Tokyo’s ties with China further https://t.co/CqBObJKdDb
China's Chip Sector Demands State Aid for AI Supremacy
China’s chip industry seeks more state support for AI dominance Scholars and entrepreneurs in semiconductor sector urge Beijing to regulate prices of AI computing power, leverage strategic raw materials and fund tech solutions for self-reliance https://t.co/hbIwwTM12K via @scmpnews
China Rushes to Adopt OpenClaw for Everything
OpenClaw fever: why is China rushing to ‘raise a lobster’? Chinese consumers are using OpenClaw for everything from stock picking and report writing to slide decks, emails and coding Wait, thought US was "winning"? https://t.co/VXuCPQLiPz via @scmpnews
Chinese Cities Subsidize OpenClaw Despite Privacy Trade‑offs
Chinese local governments offer OpenClaw subsidies as security questions linger Shenzhen and Wuxi pledge subsidies to fuel OpenClaw adoption even as analysts warn of a ‘tricky trade-off between ease of use and privacy’ https://t.co/L1hQozQ83s via @scmpnews
Trump’s Rare‑Earth Bank Leaves China Dependence Unchanged
The Bank Trump Is Relying On for Rare-Earth Minerals Impact so far on dependence on China? Zero.... https://t.co/Ux4lLRcEqv via @NYTimes
Alibaba Demand Fuels Rise of Chinese Memory Makers
Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers Wait, are the controls on memory "working" and did they make sense in the first place? https://t.co/c6dfq2skXK
China Hikes Military Budget, Seeks Tech Self‑reliance
In a Riskier Era, China Bets on Technology to Resist U.S. Pressure China announced a 7 percent increase in military spending and a five-year plan to try to reduce its military and industry’s reliance on Western technology. https://t.co/c3cRysLtmX via @NYTimes
Alibaba's Qwen Lead Resigns, Shaking Global AI Community
Alibaba’s tech lead for its Qwen open-source model is standing down, a surprise move that is rattling the global developer community and casting a shadow over the tech giant’s pivot into AI Complex factors here... https://t.co/9lYt5WXB4b
Asian Tech Stocks Tumble Amid US‑Iran War Risk
Asian tech stocks reel as US-Iran war threatens infrastructure and supply chains https://t.co/oxpKfheSqI via @scmpnews
Memory Chip Prices Surge, Burden Downstream Industries
The price of memory chips continues to rise and is being passed on to downstream industries. National Development and Reform Commission https://t.co/Jjf9lb8DTz
Export Controls Force TSMC to Set Performance Limits
This is an example of a key player in the semiconductor industry being put in a difficult position by ill-conceived export controls that put the burden on TSMC to determine performance parameters. A thread. 🧵
Japan Takes 10% Stake in Rapidus, Secures Veto
Japan government to hold 10% voting rights in Rapidus but with veto power https://t.co/pU84OOzRCg via @NikkeiAsia
Nvidia Secures Limited H200 Chip License for China
Nvidia said it secured a license to ship a small number of its less advanced H200 chips to customers in China, inching forward in its bid to return to the world’s largest semiconductor market Small number? https://t.co/qcOey50mOL
ByteDance Valued at $550 Billion in Proposed Sale
Exclusive: ByteDance valued at $550 billion in proposed share sale by General Atlantic, sources say With the national emergency finally over.... https://t.co/meRO3PXF22
China’s 5-Year Plan Boosts Energy Security, Regional Self‑Reliance
How China’s 5-year energy plan could change the way it powers its economy Beijing will prioritise energy security through large-scale projects and greater regional self-reliance, as risks mount at home and overseas https://t.co/HwoETxozqe via @scmpnews
Huawei Hits $127B Revenue, Defying US Sanctions
Huawei’s revenues surge to US$127 billion as it continues to defy US sanctions Wait, thought controls were "working"?... https://t.co/fueavLdQgI
US‑trained Chinese Firms Dominate Memory Supercycle
Chinese memory firms GigaDevice Semiconductor and Montage Technology have emerged as new heavyweights in the domestic semiconductor industry, as these companies founded by US-returned Chinese engineers capitalise on the global memory supercycle. https://t.co/Vn4nQD1BYc
Tencent’s Tesla, DBS Deals Redefine Its Investment Narrative
Did Tencent’s New DBS and Tesla Tie-Ups Just Shift Tencent Holdings' Investment Narrative? ...deepened partnership with Tesla to embed WeChat-based services into in-car systems, moves show Tencent extending fintech and digital services reach.... https://t.co/6YRPhuqdKi