Geopolitics of Technology
Code, Components, and Conflict: The Hidden Tech Supply Chain Deciding Ukraine’s Drone War
The drone war in Ukraine is being decided not just on the battlefield, but in the electronics markets of China, where a critical supply chain imbalance exists.
The Dutch Giant Behind Your AI: Why No One Can Challenge ASML’s Tech Monopoly
Discover ASML, the Dutch company with a 100% monopoly on the machines that build the world’s most advanced chips, and why no one can compete.
The AI Superpower Showdown: 3 Overlooked Reasons China Could Win the Race
While Silicon Valley focuses on algorithms, China is building its AI dominance on three pillars: energy abundance, open-source models, and manufacturing might.
The Great AI Chip Standoff: Why China Just Put Nvidia’s H200 on Ice
Nvidia’s H200 AI chip production is paused as suppliers await China’s import approval, escalating the US-China tech war. What’s next for AI?
Nvidia’s High-Stakes Game: The Billion-Dollar Scramble for AI Dominance in Asia
Nvidia’s AI chip dominance faces a geopolitical test in Asia, as US sanctions on China reshape the flow of capital and spark a multi-billion dollar race.
Nvidia’s High-Stakes Gamble: How the H200 Chip is Redefining the US-China AI War
Nvidia is ramping up H200 AI chip production for China, a strategic move to navigate U.S. export controls and maintain its dominance in a key market.
Is America’s Energy Grid Sabotaging Its AI Future?
The US leads in AI, but its hydrocarbon-based energy grid could be its Achilles’ heel, risking higher costs and ceding the lead in the global tech race.
Silicon Spies: Inside Taiwan’s Secret War to Protect the World’s Most Vital Technology
Taiwan is fighting a shadow war against chip espionage, not just from rivals but also allies. This secret battle threatens the future of AI and tech.
Nvidia’s Tightrope Walk: Navigating the High-Stakes US-China AI Chip War
Nvidia is caught in a high-stakes US-China tech war. Explore the export controls, downgraded AI chips, and the global impact on innovation and startups.
The AI Cold War: How China is Quietly Winning the Open-Source Revolution
While US tech giants focus on closed AI, China is gaining a strategic edge by dominating the world of open-source artificial intelligence models.
The Chip War’s New Frontline: Why a Dutch Power Play Could Reshape Global Tech
A Dutch government seizure of a Chinese-owned chip maker signals a dramatic escalation in the global tech war, with huge implications for AI and beyond.
The Chip War Just Escalated: Why a Dutch Move Against a Chinese Firm Should Matter to Every Developer and Startup
A Dutch government seizure of a Chinese-owned chip maker reveals the deep vulnerabilities in our global tech supply chain, impacting everything from AI to SaaS.