export controls
Geopolitical Chess: The Great Offshore Migration of Chinese AI
Chinese tech giants are moving AI training offshore to access powerful Nvidia chips, sidestepping US sanctions in a high-stakes global chess match.
The Chip Deal Heard ‘Round the World: Why the US-Microsoft-UAE AI Pact is a Game Changer
A landmark US approval allows Microsoft to ship Nvidia AI chips to the UAE, a game-changing deal reshaping global tech alliances and AI development.
Beyond the Code: Why a Global Showdown Over Dust and Rocks Could Halt the AI Revolution
A high-stakes dispute between the EU and China over critical tech materials like gallium and germanium threatens the entire global tech supply chain.
China’s Economic Gambit: A Sign of Desperation or a Calculated Strike?
A top hedge fund manager warns China’s aggressive moves are a sign of deep economic weakness, with huge implications for global finance and investing.
China’s New Choke Point: Why Rare Earth Technology is the Real Economic Weapon
China’s new export curbs on rare earth technology, not the minerals themselves, represent a sophisticated economic weapon. A look at the real risks.