What’s at stake for tech at the Trump-Xi meeting
… In April 2025, China restricted rare earth exports to retaliate against U.S. tariffs. …
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Why do you regard the China-Taiwan dispute as the most dangerous geopolitical flashpoint?
Taiwan matters for three overlapping reasons. The first is geographic. Taiwan sits at the center of the first island chain, between Japan and the Philippines. If Beijing controlled it, the Chinese Navy would have unimpeded access to the open Pacific. The second is political. Xi Jinping has tied his legacy to “national rejuvenation,” and in his telling, that includes resolving the Taiwan question on Beijing’s terms. Whether Taiwan’s future is decided peacefully — without coercion, and in accordance with Taiwan’s democratic wishes — will define the future of regional order. If China can seize Ta
Taiwan’s chips power the global economy. China holds the leverageTaiwan’s chips power the global economy. China holds the leverage
… Why do you regard the China-Taiwan dispute as the most dangerous geopolitical flashpoint? …
What AI race? China and U.S. AI worlds are tightly connected
…Last week, Anthropic called for tighter chip export controls for China to make sure America leads in AI. But the development of the technology itself requires extensive international collaboration and the free…
The world’s largest humanoid robot maker is going public
… The absolute value of exports still rose by more than double. …
Big Tech’s Gulf megaprojects are trapped between two war choke points
… The UAE and Saudi Arabia have pipelines that can bypass Hormuz for oil exports, and both governments have proven capable of defending their territory. “The structural advantages have not yet changed, although the story is still being written,” Ryan Bohl, senior analyst for the Middle East and North… …
The Gulf was Silicon Valley’s bet on the future. Trump has put it in the crosshairs
… When President Donald Trump toured the region last May and came home with $2.2 trillion in investment pledges, it felt like the capstone of a new geopolitical architecture. …
Can India be a “third way” AI alternative to the U.S. and China?
… This people-centered framing is one that many civil society and philanthropic actors champion as being necessary to reclaim AI sovereignty from exclusively industry or geopolitical imperatives. …
The global tech boom is over. American AI companies won
… That leaves them vulnerable to shifting geopolitical winds and the risk that these companies might one day swallow their global competitors whole. …