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Geopolitics & Trade

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Sunday, June 7, 2026

  1. Tencent Names Former OpenAI Researcher Yao Shunyu Chief AI Scientist, Signals AGI Ambition

    Tencent’s High-Profile Hire Signals AGI Ambition The global race for artificial intelligence supremacy is increasingly being fought not just over silicon and compute clusters, but over human capital. In a significant move that underscores this shift, Chinese technology giant Tencent has appointed former OpenAI researcher Yao Shunyu as its new chief AI scientist.

Saturday, June 6, 2026

  1. CHIPS & COMPUTEGEOPOLITICS

    Where China’s AI Chip Supply Chain Stands in 2026: A Comprehensive Assessment

    As the global race for artificial intelligence supremacy intensifies, China’s semiconductor supply chain remains the most critical variable in determining the country’s long-term competitiveness.

  2. POLICYGEOPOLITICS

    China Announces WAIC 2026 as US-China AI Governance Dialogue Takes Shape

    The Chinese government has officially announced that Shanghai will host the 2026 World AI Conference (WAIC) and High-Level Meeting on Global AI Governance this July. The announcement, made during a regular press briefing on June 5, 2026, comes at a critical juncture in international technology diplomacy.

Friday, June 5, 2026

  1. MODELSGEOPOLITICS

    What China’s Brutal AI Price Wars Mean for the Global Race

    A new analysis published in the War on the Rocks “Cogs of War” column by researcher David Lin offers one of the most rigorous portraits yet of how China’s domestic AI industry actually functions, and why Western policymakers may be fundamentally misreading it.

  2. GEOPOLITICSPOLICY

    China Accused of Funding Anti-AI Data Center Protests in the US

    Senior House Republicans have sent a formal letter to the White House warning that China and other foreign adversaries may be covertly bankrolling grassroots opposition to artificial intelligence data centers across the United States, a campaign they argue threatens the country’s ability to compete in the global AI race.

  3. DeepSeek Tops US Business Software Trending Chart

    A Chinese AI model has done something few industry observers predicted just eighteen months ago: it has topped the list of trending software vendors tracked by Ramp, the corporate spend management platform that monitors purchasing behavior across more than 50,000 US businesses.

Thursday, June 4, 2026

  1. POLICYGEOPOLITICS

    China Closed the AI Gap With America While Running the World’s Strictest AI Rulebook

    For years, the prevailing assumption in Western tech policy circles has been straightforward: regulate AI aggressively and you will fall behind. China has spent the last four years running a controlled experiment that challenges that assumption at its foundation, and the results are difficult to ignore.

  2. MODELSGEOPOLITICS

    China’s AI Labs Ran Industrial-Scale Operations to Extract Capabilities from American Models, CNAS Finds

    A major new report from the Center for a New American Security (CNAS) has concluded that Chinese AI laboratories conducted systematic, industrial-scale campaigns to extract capabilities from leading American AI models, and that the operations were far larger and more coordinated than previously understood.

Wednesday, June 3, 2026

  1. CHIPS & COMPUTEGEOPOLITICS

    Chinese Military-Linked Universities Are Seeking Nvidia H200 Chips Through Leasing Loopholes

    At least seven Chinese universities with documented links to China’s armed forces are actively seeking access to Nvidia’s H200 graphics processing units through leasing arrangements, Bloomberg reported, citing findings that expose a significant vulnerability in the United States’ semiconductor export control architecture.

  2. POLICYGEOPOLITICS

    Trump Signs AI Executive Order Requiring Pre-Release Review, and China Is the Reason Why

    President Donald Trump signed an executive order on June 2 requiring AI companies to voluntarily submit their most powerful models for government cybersecurity testing up to 30 days before public release, NPR reported. The White House framed the directive explicitly around a single geopolitical competitor: China.

Tuesday, June 2, 2026

  1. POLICYGEOPOLITICS

    China Tightens Outbound Investment Rules, Empowering Beijing to Reverse Completed Deals and Penalize Foreign Firms

    Beijing’s New Outbound Investment Rules Mark a Strategic Shift On June 1, 2026, China’s State Council issued a comprehensive set of new rules governing outbound investment, which will take effect on July 1.

  2. APPLIED AIGEOPOLITICS

    Nvidia Unveils Unitree H2 Humanoid Robot as Core of New Isaac Root Research Platform

    Nvidia and Unitree Join Forces to Advance Humanoid Robotics Research At Computex 2026 in Taipei on June 1, Nvidia CEO Jensen Huang unveiled a groundbreaking collaboration that positions the Unitree H2 humanoid robot as the flagship platform for Nvidia’s new Isaac Root research initiative.

Monday, June 1, 2026

  1. GEOPOLITICSCHIPS & COMPUTE

    US Commerce Department Closes Nvidia AI Chip Loophole for Chinese Firms Abroad

    US Closes Key Loophole in AI Chip Export Controls for Chinese Entities Overseas The US Department of Commerce has issued new export guidance that closes a significant loophole enabling Chinese companies located outside China to obtain the world’s most advanced AI chips without the required licenses.

Sunday, May 31, 2026

  1. BIG TECHGEOPOLITICS

    US Banks Roll Out American AI Tools in Hong Kong Despite US-China Tensions

    Major US financial institutions operating in Hong Kong are aggressively rolling out advanced artificial intelligence tools to their employees, navigating a complex geopolitical landscape where top American AI firms have restricted access to the region.

  2. POLICYGEOPOLITICS

    China Calls for Binding International Rules on Military AI at Shangri-La Dialogue

    During the 23rd Shangri-La Dialogue (SLD) in Singapore, China articulated a firm stance on integrating artificial intelligence into military operations, calling for the establishment of legally binding international rules to govern its use.

  3. MODELSGEOPOLITICS

    Chinese AI Models Capture 45% of Global Developer Traffic as JPMorgan Data Shows Token Surge

    New data analysis from JPMorgan and the AI API aggregator OpenRouter indicates a dramatic shift in the global artificial intelligence landscape, with Chinese AI models capturing an increasingly large share of global developer traffic.

  4. CHIPS & COMPUTEGEOPOLITICS

    China’s AI Chip Exports Surge 78%, Fueling Sixth Consecutive Quarterly Yuan Gain

    The global appetite for artificial intelligence is having a profound and unexpected impact on global currency markets, providing strong support for the Chinese yuan.

  5. CHIPS & COMPUTEGEOPOLITICS

    China’s Cheap Energy Is a Structural Advantage in the AI Race

    As the global race for artificial intelligence supremacy intensifies, the focus is increasingly shifting from silicon to electricity. The staggering energy demands of training and running advanced AI models have made access to cheap, stable, and abundant power a critical competitive factor.

  6. CHIPS & COMPUTEGEOPOLITICS

    Huawei’s Tau Scaling Law: Breakthrough or Hype?

    Huawei has introduced a new paradigm for semiconductor advancement, dubbed the Tau (τ) Scaling Law, aiming to bypass the constraints of traditional transistor scaling that have defined the industry for decades.

Saturday, May 30, 2026

  1. CHIPS & COMPUTEGEOPOLITICS

    AMD’s Lisa Su Takes Low-Key Approach to China While Nvidia’s Jensen Huang Courts Crowds

    Advanced Micro Devices (AMD) CEO Lisa Su took a notably understated approach during her visit to China last week, in contrast to the high-profile public appearances of Nvidia CEO Jensen Huang.