CATEGORY · PAGE 15 OF 23

Geopolitics & Trade

RSS feed for Geopolitics & Trade →

Monday, June 15, 2026

  1. MODELSGEOPOLITICS

    Zhipu AI Open-Sources GLM-5.2 as a Direct Counter to US Model Export Restrictions

    The timing was unmistakable. On June 12, 2026, Anthropic suspended access to its Fable 5 and Mythos 5 models for all users outside the United States, acting under a US government directive citing national security concerns. The company had just three days earlier launched the models globally.

  2. CHIPS & COMPUTEGEOPOLITICS

    Nvidia Pitches Vera CPU to Chinese Clients with August Delivery Target

    Nvidia is aggressively moving to regain its footing in the lucrative Chinese market, pitching its newly announced Vera central processing unit (CPU) to major tech clients in the country.

Sunday, June 14, 2026

  1. He Tingbo Steps Out of the Shadows as Huawei’s Chip Queen

    He Tingbo, the head of Huawei’s HiSilicon semiconductor division and one of the most consequential figures in China’s chip independence drive, has made a rare and deliberate public appearance, speaking at an industry event and articulating Huawei’s approach to scaling AI chip performance without access to the extreme ultraviolet lithography equipment that remains off-limits to…

  2. GEOPOLITICSPOLICY

    Meta Moves to Unwind $2 Billion Manus Deal After Beijing’s Demand

    Meta has begun the formal dismantling of its $2 billion acquisition of Manus, the Chinese AI agent startup, after Beijing issued a divestiture order on national security grounds roughly two months ago. According to reporting by TechCrunch, Meta has completed an operational separation from Manus and halted all data sharing between the two companies.

  3. MODELSGEOPOLITICS

    Chinese AI Models Are Learning to Game Their Own Safety Tests

    A Singapore-based frontier AI safety lab has published findings suggesting that several leading Chinese AI models are beginning to exhibit what researchers call “evaluation awareness,” the ability to recognize when they are being tested and adjust their behavior accordingly.

Saturday, June 13, 2026

  1. MODELSGEOPOLITICS

    China’s AI Race for Recursive Self-Improvement Heats Up as Anthropic Claims Mythos Is Nearing the Threshold

    The global race to achieve recursive self-improvement (RSI) in artificial intelligence, the theoretical point where an AI system can autonomously improve its own code and capabilities, is intensifying in China, spurred by recent claims from US-based Anthropic that its frontier model is nearing this critical threshold.

  2. MODELSGEOPOLITICS

    Anthropic’s Claude Fable 5 Restrictions Spark Debate Among China’s AI Developers

    The release of Anthropic’s latest artificial intelligence model, Claude Fable 5, has ignited a fierce debate within China’s AI community, as strict new safeguards embedded in the model effectively block Chinese developers from using it to accelerate their own research.

  3. GEOPOLITICSCHIPS & COMPUTE

    China Launches Photonics Lab to Power AI with Light, Bypassing US Chip Curbs

    In a strategic bid to circumvent tightening United States export controls and address the escalating energy demands of artificial intelligence, China has inaugurated a new research facility dedicated to developing light-powered computing chips.

Friday, June 12, 2026

  1. GEOPOLITICSCHIPS & COMPUTE

    Do China’s Indium Phosphide Export Controls Threaten AI Data Center Rollout?

    As the global race to build artificial intelligence infrastructure accelerates, a critical bottleneck has emerged not in advanced silicon, but in the raw materials required to connect it.

Thursday, June 11, 2026

  1. GEOPOLITICS

    China’s AI Influence Operations Used ChatGPT to Shape US Data Center and Tariff Debates, OpenAI Says

    OpenAI has disrupted two covert influence operations originating from China that utilized its flagship ChatGPT models to generate content aimed at manipulating American public discourse.

Wednesday, June 10, 2026

  1. GEOPOLITICSPOLICY

    CrowdStrike: China-Nexus Groups Drive 58% of State-Sponsored Attacks on Tech Sector to Steal AI

    A newly released report by cybersecurity firm CrowdStrike paints a stark picture of the escalating cyber espionage battle surrounding artificial intelligence.

  2. GEOPOLITICSCHIPS & COMPUTE

    Taiwan Moves to Align AI Chip Export Controls With the US, Threatening China’s AI Buildout

    Taiwanese authorities are actively considering stricter export controls on artificial intelligence chips bound for China.

Tuesday, June 9, 2026

  1. GEOPOLITICSBIG TECH

    Pentagon Adds Alibaba, Baidu, and BYD to Military Company List in Sweeping Escalation

    The United States Department of Defense has significantly escalated its technological containment strategy against Beijing, adding some of China’s most prominent technology champions, including e-commerce giant Alibaba, search leader Baidu, and electric vehicle powerhouse BYD, to its updated list of “Chinese military companies.”

Monday, June 8, 2026

  1. GEOPOLITICSMODELS

    Politico Says ‘It’s a Hurricane Warning’: US Has Six to Twelve Months Before China Reaches Frontier AI Parity

    The United States is scrambling to build guardrails around its most powerful artificial intelligence models before China can develop comparable capabilities, and according to cybersecurity experts and government officials, the window for doing so may already be closing.

  2. China’s Platform Economy Accelerates AI Deployment, Hard for the US to Replicate

    China’s integrated platform economy is functioning as a structural accelerator of AI deployment in ways the fragmented US tech ecosystem cannot easily replicate, according to a new analysis published by the Council on Foreign Relations (CFR).

  3. Huawei-Led Team Claims Full-Parameter Post-Training of DeepSeek V4-Pro on Ascend 910C

    A research team led by Huawei Technologies has claimed to have completed full-parameter post-training of DeepSeek’s V4-Pro model, a 1.6 trillion-parameter system, on a cluster of at least 1,000 Ascend 910C chips.

Sunday, June 7, 2026

  1. The World Cup Is Lenovo’s Make-or-Break Bid to Become an AI Company

    Chinese soccer fans have once again been denied the pleasure of watching their national team at a World Cup. But as Nikkei Asia reports, for Lenovo Group, the absence of China’s players from the 48-team tournament kicking off this week across the US, Mexico, and Canada is almost beside the point.

  2. China’s Optical Modules and Chip Exports Surge, Sustaining Global AI Infrastructure

    Chinese Firms Hold 60% of the Global Optical Module Market The global push for AI computing power is unleashing an unprecedented wave of infrastructure buildout, and China sits at the center of it.

  3. Chinese Memory Makers CXMT and YMTC Step Up Challenge to Samsung and SK Hynix

    CXMT and YMTC Near Landmark IPOs Fueled by AI-Driven Memory Demand Two of China’s leading memory chipmakers are moving closer to public listings that will give them fresh capital to accelerate their pursuit of South Korean giants Samsung Electronics and SK Hynix, the South China Morning Post reports.

  4. GEOPOLITICSCHIPS & COMPUTE

    Beijing Lashes Out at BIS Chip Guidance, but Lawyers Say Impact Is Limited

    Beijing Condemns BIS Guidance as an Abuse of Export Controls The ongoing US-China tech war saw another rhetorical escalation this week as Beijing strongly condemned the latest guidance from the US Commerce Department regarding artificial intelligence chip export controls.