Paul Triolo

Paul Triolo

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

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
Trump and Xi Set to Meet in Beijing May 14‑15
SocialMar 25, 2026

Trump and Xi Set to Meet in Beijing May 14‑15

President Donald Trump and Chinese leader Xi Jinping will hold their highly anticipated summit in Beijing on May 14-15, following a delay that brought fresh uncertainty to relations between the world’s largest economies. https://t.co/mGv6Vxm4He

By Paul Triolo
Export Controls Must Prioritize Cost‑Benefit Over Honor System
SocialMar 25, 2026

Export Controls Must Prioritize Cost‑Benefit Over Honor System

#ChipSecurityActWatch America’s Export Controls Shouldn’t Run on the Honor System No, but it should run based on clear cost benefit analysis and with minimal impact on industry and supply chains. A short thread 🧵 https://t.co/KArD3li5Ly

By Paul Triolo
Chinese Firms Boost AWS Compliance Demand 250% Abroad
SocialMar 25, 2026

Chinese Firms Boost AWS Compliance Demand 250% Abroad

Chinese companies' demand for Amazon Web Services compliance has increased by 250% as they expand overseas | Going Global · Technology _ https://t.co/YUHaLiFdIV https://t.co/w6d3n4u8bd

By Paul Triolo
SK Hynix Seeks US IPO, Targeting $14 Billion
SocialMar 25, 2026

SK Hynix Seeks US IPO, Targeting $14 Billion

SK Hynix files for US listing that source says could raise up to $14 billion https://t.co/QBH8wtKrug

By Paul Triolo
AI Surge Fast-Tracks China's Chip Industry, Straining Supply
SocialMar 25, 2026

AI Surge Fast-Tracks China's Chip Industry, Straining Supply

AI boom accelerates China's chip industry growth as demand strains supply chain Growth in the industry "is coming faster than expected" this year... no kidding... https://t.co/NOedZy15kH

By Paul Triolo
Biden's China Strategy Prioritizes Tech Competition and Selective Decoupling
SocialMar 25, 2026

Biden's China Strategy Prioritizes Tech Competition and Selective Decoupling

Implementing the Biden Administration’s China Strategy An interesting study, some thoughts on US China technology competition portion. A thread. 🧵 https://t.co/Y81X3BGkEJ

By Paul Triolo
Chinese AI Models Close Gap, Outpacing Costly Alternatives
SocialMar 25, 2026

Chinese AI Models Close Gap, Outpacing Costly Alternatives

China AI labs face growing open-source dilemma Cursor/Moonshot also underscores a new reality in Silicon Valley and beyond: startups and more established companies alike are increasingly ​eschewing pricey proprietary models from OpenAI and others for free or low-cost Chinese versions which...

By Paul Triolo
China AI Stocks Surge After State Media Touts Token Boom
SocialMar 25, 2026

China AI Stocks Surge After State Media Touts Token Boom

China’s AI Stocks Rally as State Media Highlights Surge in Token Usage - Bloomberg https://t.co/gL8DSTlUNg

By Paul Triolo
Taiwan Targets Drone Hub with $1.38B Non‑red Supply Push
SocialMar 25, 2026

Taiwan Targets Drone Hub with $1.38B Non‑red Supply Push

Can Taiwan fulfil Asia-Pacific drone hub goal with ‘non-red’ supply chain push? Plan is to invest US$1.38 billion between 2025 and 2030 for uncrewed systems industry, but questions linger over scale, politics and timing https://t.co/jb0kr8jdVY via @scmpnews

By Paul Triolo
US Laws Block Leading Lab’s Move to China
SocialMar 25, 2026

US Laws Block Leading Lab’s Move to China

Yes, how would the US government react if leading lab wanted to relocate to China? Oh wait, there are laws that would prevent this....

By Paul Triolo
US, China AI Rift Persists Yet Collaboration Remains Feasible
SocialMar 25, 2026

US, China AI Rift Persists Yet Collaboration Remains Feasible

US, China ‘disjointed’ on AI, but collaboration is possible: Silicon Valley tech founder “There is not any real way where, for example, US enterprise companies will directly spend billions of dollars on something from Chinese companies or vice versa,” he said...

By Paul Triolo
Taiwan's $3 Trillion Tech Ecosystem Eclipses TSMC
SocialMar 25, 2026

Taiwan's $3 Trillion Tech Ecosystem Eclipses TSMC

Beyond TSMC: Colley Hwang reveals Taiwan's massive US$3 trillion tech ecosystem at AI Expo https://t.co/W55Qnfzgze

By Paul Triolo
OpenAI CEO Reshuffles, Launches ‘Spud’ AI Mode
SocialMar 24, 2026

OpenAI CEO Reshuffles, Launches ‘Spud’ AI Mode

OpenAI CEO Shifts Responsibilities, Preps ‘Spud’ AI Mode Altman also said that the company would be renaming senior executive Fidji Simo’s product organization to “AGI Deployment,” a reference to artificial general intelligence, or AI that’s roughly on par with humans. https://t.co/kQ9rcyp1kL

By Paul Triolo
Arm Unveils Own CPU, Meta First Buyer, China Market Open
SocialMar 24, 2026

Arm Unveils Own CPU, Meta First Buyer, China Market Open

Bigly....Arm launches its own CPU, with Meta as first customer Arm can sell this to China...... https://t.co/AMt1kLNiV5

By Paul Triolo
Japan Downgrades China Ties; Beijing Calls It Red‑line Breach
SocialMar 24, 2026

Japan Downgrades China Ties; Beijing Calls It Red‑line Breach

As Japan moves to downgrade status of China ties, Beijing moves to blame Tokyo On Tuesday, China’s foreign ministry said comments by Japanese leader Sanae Takaichi had sparked anger in China and breached a “red line”. https://t.co/hPal9FNVTW

By Paul Triolo
OpenAI Boosts Private‑Equity Offer in Enterprise War with Anthropic
SocialMar 23, 2026

OpenAI Boosts Private‑Equity Offer in Enterprise War with Anthropic

Exclusive: OpenAI sweetens private equity pitch amid enterprise turf war with Anthropic, sources say https://t.co/ZcUhtQFcMj

By Paul Triolo
Taiwan Scrambles with Chip Deals to Win Trump
SocialMar 23, 2026

Taiwan Scrambles with Chip Deals to Win Trump

Fast Chips, Big Money, 3:30 a.m. Calls: Taiwan’s Urgent Quest to Win Over Trump https://t.co/XAPflnhoCQ

By Paul Triolo
Nvidia Warns U.S. Robotics Will Depend on China
SocialMar 23, 2026

Nvidia Warns U.S. Robotics Will Depend on China

Nvidia’s Huang calls China ‘formidable’ in robotics as firm bets on physical AI Huang says US robotics industry will have to rely on China’s supply chain despite US pioneering market... Yup...3D chess vice one dimensional game within Beltway.... https://t.co/rrFQq5IlpQ

By Paul Triolo
China Leverages Power Grid, Open‑Source AI for Certainty
SocialMar 23, 2026

China Leverages Power Grid, Open‑Source AI for Certainty

China’s AI edge built on power grid, open-source models: Alibaba’s Joe Tsai "In this era and environment of uncertainty, China’s technology sector is both willing and capable of providing certainty.” https://t.co/klX3qfoZmA

By Paul Triolo
OpenAI Aims to Create Fully Automated Researcher
SocialMar 23, 2026

OpenAI Aims to Create Fully Automated Researcher

OpenAI is throwing everything into building a fully automated researcher | MIT Technology Review https://t.co/7NbWxuAL8L

By Paul Triolo
Trump Pushes Managed Trade Strategy Before Xi Meeting
SocialMar 23, 2026

Trump Pushes Managed Trade Strategy Before Xi Meeting

What is the managed approach to trade that Donald Trump's administration is seeking with China, as both sides work towards the US president's potential meeting with Chinese leader Xi Jinping in the coming weeks? What is a 'Board of Trade'? https://t.co/7KSQgnuNxR

By Paul Triolo
AI ‘Godfather’ Warns Firms Chase Profit over Future
SocialMar 22, 2026

AI ‘Godfather’ Warns Firms Chase Profit over Future

‘Godfather of AI’ says tech companies aren’t concerned with the AI endgame. They’re focused on short-term profits instead https://t.co/DEj60Q96gI

By Paul Triolo
U.S. Leaders Debate China Without Ever Visiting
SocialMar 22, 2026

U.S. Leaders Debate China Without Ever Visiting

Washington Is Flying Blind on China Americans talk incessantly about the need to compete with their country’s greatest rival and how to do it. Yet many U.S. policymakers have never been to China. Impacts quality of the debate clearly... https://t.co/ghNp4u7uqt

By Paul Triolo
Russia Proposes Sweeping Bans on Foreign AI Tools
SocialMar 21, 2026

Russia Proposes Sweeping Bans on Foreign AI Tools

Russia to give itself sweeping powers to ban or restrict foreign AI tools Foreign ​AI tools like Claude, ChatGPT and Gemini could be banned or restricted inside Russia ‌if they fail to adhere to new rules that would give Moscow...

By Paul Triolo
Pentagon Chooses Palantir AI as Core Military System
SocialMar 21, 2026

Pentagon Chooses Palantir AI as Core Military System

Exclusive: Pentagon to adopt Palantir AI as core US military system, memo says. The apotheosis of mil civ fusion... https://t.co/Sp7uxEvsGv

By Paul Triolo
ASML's New Boss Calls for Simpler, AI-Ready Reorg
SocialMar 21, 2026

ASML's New Boss Calls for Simpler, AI-Ready Reorg

ASML needs to become simpler. That, too, is innovation. Marco Pieters, ASML “We have become too sluggish,” says Marco Pieters, ASML’s new technical boss. He is leading a sweeping reorganization to prepare the Veldhoven-based high-tech giant for the AI era. https://t.co/0vG7jthH2I

By Paul Triolo
Trump‑Japan Pact Targets Deep‑sea Rare‑earth Supply
SocialMar 20, 2026

Trump‑Japan Pact Targets Deep‑sea Rare‑earth Supply

Fact Sheet: President Donald J. Trump Strengthens U.S.-Japan Alliance for the Benefit of All Americans Under a new Memorandum of Cooperation, the two nations will accelerate joint research and development and industry cooperation on commercially-viable development of deep-sea critical minerals...

By Paul Triolo
AI Agents Set to Spark ChatGPT‑Era Robotics Revolution
SocialMar 20, 2026

AI Agents Set to Spark ChatGPT‑Era Robotics Revolution

Nvidia Robotics Chief: AI Agents Will Bring About ChatGPT Moment for Robotics In fact, a single agent could be responsible for coordinating a whole fleet of robots, dividing up a goal into specific tasks and assigning them to individual robots... https://t.co/hCz4HTp1t1

By Paul Triolo
Pentagon Faces Push to Drop Claude, Users Resist
SocialMar 19, 2026

Pentagon Faces Push to Drop Claude, Users Resist

Hegseth wants Pentagon to dump Anthropic's Claude, but military users say it's not so easy https://t.co/JpevYXENl9

By Paul Triolo
Groq 3 LPX Delivers Ultra‑Low Latency Inference for Vera Rubin
SocialMar 19, 2026

Groq 3 LPX Delivers Ultra‑Low Latency Inference for Vera Rubin

Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform | NVIDIA Technical Blog https://t.co/lHAref0UAn

By Paul Triolo
Chinese Automakers Force U.S. to Rethink Supply Chains
SocialMar 19, 2026

Chinese Automakers Force U.S. to Rethink Supply Chains

How Chinese Automakers Are Redefining Global Competitiveness American companies need access to a supply chain at scale that allows us to build competitively priced products that can compete not just in the United States but in international markets. https://t.co/La8eO0ry7v

By Paul Triolo