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Geopolitics & Trade

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Wednesday, June 24, 2026

  1. GEOPOLITICSBIG TECH

    Alibaba Sues Pentagon to Remove Itself from US Military Company Blacklist

    Alibaba has taken the unusual step of suing the United States government, filing a federal lawsuit on June 23, 2026 to challenge its designation as a “Chinese military company” under Section 1260H of the National Defense Authorization Act.

Tuesday, June 23, 2026

  1. GEOPOLITICSMARKETS

    CISCE 2026: Nvidia, Apple, Micron Join Beijing’s AI Supply Chain Showcase

    The fourth China International Supply Chain Expo (CISCE) opened in Beijing on June 22, 2026, attracting significant participation from global technology giants amid intensifying US-China trade tensions.

  2. GEOPOLITICS

    China Adds 10 US Firms Including Rare Earth Miners to Export Control List

    In a significant escalation of the ongoing technological and economic friction between Beijing and Washington, China’s Ministry of Commerce has added 10 United States entities to its export control list, banning them from receiving Chinese dual-use exports.

Monday, June 22, 2026

  1. MARKETSGEOPOLITICS

    WEF Summer Davos Opens in Dalian With AI and US-China Rivalry Dominating the Agenda

    The World Economic Forum’s Annual Meeting of the New Champions, often referred to as “Summer Davos,” has officially opened in the northeastern Chinese coastal city of Dalian. Running from June 23 to 25, 2026, the gathering brings together global political leaders, corporate executives, and technology pioneers.

  2. GEOPOLITICSMODELS

    Booz Allen Report: Chinese AI Models Generate More Vulnerable Code for US Government Users

    A new report from Booz Allen Hamilton has raised alarming concerns about the security implications of using Chinese-developed artificial intelligence models for software development.

  3. GEOPOLITICSPOLICY

    US Pauses Plan to Blacklist DeepSeek and 100+ Chinese AI Firms

    The Trump administration has reportedly hit the pause button on a sweeping plan to add more than 100 Chinese technology companies to a restrictive trade blacklist. According to Reuters, the proposed additions to the Commerce Department’s Entity List included prominent artificial intelligence startup DeepSeek and major memory chip manufacturer ChangXin Memory Technologies (CXMT).

Sunday, June 21, 2026

  1. GEOPOLITICSPOLICY

    Saudi Arabia Signs Smart-City and AI Deals With Huawei and ByteDance

    Saudi Arabia has signed a series of strategic agreements with major Chinese technology companies, including Huawei and ByteDance, to develop smart-city infrastructure and artificial intelligence solutions.

  2. POLICYGEOPOLITICS

    China Accelerates Establishment of World AI Cooperation Organization

    China is fast-tracking the creation of the World Artificial Intelligence Cooperation Organization (WAICO ), a new international body aimed at fostering global collaboration in AI development and governance.

  3. GEOPOLITICSCHIPS & COMPUTE

    US Concerned China May Have a Top EUV Chip Tool from ASML

    The United States government has formally expressed concerns to Dutch semiconductor equipment manufacturer ASML that one of its highly restricted Extreme Ultraviolet (EUV) lithography machines may have been acquired by China.

Saturday, June 20, 2026

  1. GEOPOLITICSMARKETS

    Will Singapore Become Asia’s Neutral AI Hub as US and Chinese Companies Open Up There?

    Singapore is emerging as an unexpected beneficiary of US-China technological tensions, attracting major artificial intelligence companies from both sides of the geopolitical divide. OpenAI and Google DeepMind have established applied AI laboratories in the city-state over the past year, while Anthropic has begun advertising positions in finance, product support, and economic research.

  2. MODELSGEOPOLITICS

    China’s Trillion-Parameter AI Race: Developers Push to Narrow Gap With US Rivals

    Chinese artificial intelligence developers are rapidly advancing into the frontier of massive foundation models, with companies racing to develop and deploy systems containing more than one trillion parameters.

  3. MODELSGEOPOLITICS

    Elon Musk Says Chinese LLMs Will Reach Fable Level by Q1 2027 – Zhipu AI CEO Says “Won’t Take That Long”

    A public debate over the pace of Chinese artificial intelligence development has intensified on X, with technology entrepreneur Elon Musk estimating that Chinese large language models will reach the capability level of Anthropic’s Fable 5 by the first quarter of 2027, while Zhipu AI CEO Tang Jie cryptically suggested the timeline could be even shorter.…

Friday, June 19, 2026

  1. GEOPOLITICSCHIPS & COMPUTE

    Taiwan’s DPP Plans to Tighten AI Chip Export Controls to China

    The geopolitical friction surrounding semiconductor supply chains is intensifying, with Taiwan’s ruling Democratic Progressive Party (DPP) reportedly preparing to implement stricter export controls on artificial intelligence chips destined for mainland China.

  2. GEOPOLITICSBIG TECH

    Microsoft Has Built a Large Business Selling AI Models to Chinese Tech Giants

    Despite the escalating technological rivalry between Washington and Beijing, Microsoft has quietly established a highly lucrative business selling advanced artificial intelligence models to some of China’s largest technology companies.

Thursday, June 18, 2026

  1. GEOPOLITICSCHIPS & COMPUTE

    Brookings: Beijing Chose to Shut Out US Chips, and Washington Is Running Out of Moves

    A Brookings Institution commentary published on June 17, 2026, reframes the dominant narrative around US chip export controls in a way that should give Washington pause. The piece, written by Mark MacCarthy of the Center for Technology Innovation, argues that the United States has not simply been outmaneuvered by China’s domestic chip industry.

  2. GEOPOLITICSPOLICY

    Washington Sits on DeepSeek Blacklist as Trade War Fears Trump National Security

    The United States government has quietly approved adding DeepSeek and more than 100 Chinese technology companies to its trade blacklist, but has chosen not to publish those designations, according to a Reuters exclusive citing multiple people familiar with the matter.

Wednesday, June 17, 2026

  1. CHIPS & COMPUTEGEOPOLITICS

    China’s Supreme Court Blocks Infineon from GaN Sales, Sending Domestic Chip Stocks Surging

    China’s Supreme People’s Court delivered a landmark ruling on Friday, June 12, that has sent shockwaves through the global compound semiconductor industry: an injunction against German chipmaker Infineon Technologies, ordering it to immediately cease all sales and imports of infringing gallium nitride products in mainland China and pay 10 million yuan ($1.47 million) in damages.…

  2. GEOPOLITICSMODELS

    Anthropic’s Model Shutdown Hands China’s Open-Source AI a Global Opening

    When the US Department of Commerce sent a letter to Anthropic on June 12 requiring the company to obtain an export license before allowing any foreign person to access its Fable 5 and Mythos 5 models, the immediate effect was dramatic: Anthropic disabled both models for all customers worldwide for approximately 90 minutes while it…

Tuesday, June 16, 2026

  1. GEOPOLITICSPOLICY

    How U.S. and Chinese AI Dominance Is Reshaping Access for the Rest of the World

    The United States and China together control roughly 90% of global AI computing power, attract between 70% and 80% of global AI investment, and host the largest concentrations of AI research talent in the world.

  2. MARKETSGEOPOLITICS

    Wall Street Rotates into China AI as Anthropic Export Curbs Reshape the Investment Landscape

    The geopolitical maneuvering surrounding artificial intelligence is creating unexpected ripples in global financial markets. CNBC reports that following the United States Commerce Department’s unprecedented directive ordering Anthropic to block foreign access to its most advanced models, Wall Street is executing a notable rotation into Chinese AI equities.