POLICYGEOPOLITICS
Shanghai Futures Exchange Designs AI Token Futures Market in Race with US
China is moving to create an entirely new class of financial derivative built around artificial intelligence.
CATEGORY · PAGE 17 OF 23
Geopolitics & Trade
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Friday, May 29, 2026
Thursday, May 28, 2026
Nvidia Held 55% of China’s AI Chip Market in 2025 Despite Export Controls, IDC Data Shows
Nvidia retained a commanding 55% share of China’s artificial intelligence chip market in 2025, shipping 2.2 million AI accelerators to Chinese customers despite the progressive tightening of US export controls, according to IDC data reviewed by Reuters.
- CHIPS & COMPUTEGEOPOLITICS
Peking University Unveils 3D EDA Tool to Support Huawei’s LogicFolding Chip Strategy
Researchers at Peking University’s School of Integrated Circuits have unveiled a prototype electronic design automation (EDA) tool that takes a fundamentally different approach to chip design, and one that is directly compatible with Huawei Technologies’ newly announced LogicFolding semiconductor architecture.
China Adds AI Chips to Secure Technology Assessment List for the First Time
China has formally extended its Xinchuang technology localization campaign to artificial intelligence chips, creating a new certification category for “AI training and inference chips” and publishing the first batch of approved domestic products.
Wednesday, May 27, 2026
- CHIPS & COMPUTEGEOPOLITICS
Qualcomm Strikes AI Chip Deal with ByteDance for Data Centers
In a development that underscores the intricate and often contradictory nature of the global semiconductor supply chain, US chipmaker Qualcomm has reportedly secured a deal to supply custom artificial intelligence chips to Chinese tech giant ByteDance.
- POLICYGEOPOLITICS
China Imposes Overseas Travel Restrictions on Top AI Talent
China has quietly begun restricting the overseas travel of top artificial intelligence researchers working at leading private technology companies, a move that underscores Beijing’s growing anxiety over the security of its domestic AI advancements.
Tuesday, May 26, 2026
- GEOPOLITICSCHIPS & COMPUTE
US Chipmakers in China See Revenue Rise Despite Trade Tensions
The Decoupling That Wasn’t: US Semiconductor Firms Quietly Grow in China Despite years of escalating export controls, tariffs, and political pressure to reduce dependence on the Chinese market, American semiconductor companies are quietly growing their revenues in China.
Monday, May 25, 2026
- GEOPOLITICSCHIPS & COMPUTE
Supermicro Smuggling Bust: Taiwan Raids 12 Locations, Jensen Huang Calls for Compliance
A major enforcement action in Taiwan has exposed an alleged scheme to smuggle Nvidia H200 AI servers to China, underscoring the persistent and lucrative black market that has emerged around US export controls on advanced semiconductors.
Sunday, May 24, 2026
- CHIPS & COMPUTEGEOPOLITICS
Nvidia Warns US Chip Curbs Are Handing China’s AI Advantage to Huawei in Global Markets
Nvidia has issued a stark warning about the unintended consequences of U.S. export controls on advanced artificial intelligence chips, arguing that the restrictions are not only damaging its own business but are actively accelerating the global expansion of Chinese competitors, particularly Huawei.
- GEOPOLITICSMARKETS
APEC Ends Without Breakthrough: Three Signs the US and China Remain Far Apart on Trade and AI
The Asia-Pacific Economic Cooperation trade ministers’ meeting in Suzhou concluded on May 23 without any significant breakthroughs, underscoring the depth and persistence of the divisions between the United States and China on issues ranging from tariffs to artificial intelligence governance.
- GEOPOLITICSBIG TECH
OpenAI Opens First Applied AI Lab Outside the US in Singapore, as Chinese AI Companies Expand in the Region
OpenAI has established its first Applied AI Lab outside the United States in Singapore, backed by a commitment of S$300 million (approximately US$235 million) to the city-state’s AI ecosystem.
- POLICYGEOPOLITICS
Did Big Tech Kill Trump’s AI Executive Order? Musk, Zuckerberg, and Sacks Reportedly Used China to Bury It
The complete cancellation of President Donald Trump’s proposed artificial intelligence executive order was the result of a coordinated lobbying campaign by some of the most powerful figures in the U.S. technology industry, according to a detailed investigation by The Guardian.
- CHIPS & COMPUTEGEOPOLITICS
Jensen Huang in Taipei: Nvidia’s $200B CPU Forecast Includes China, H200 Deliveries “Would Be Terrific”
Nvidia CEO Jensen Huang made his most direct public statements yet about the Chinese market during his visit to Taipei for Computex 2026, confirming that the company’s $200 billion CPU market forecast explicitly includes China and expressing a clear desire to deliver its advanced H200 AI accelerators to Chinese customers.
Saturday, May 23, 2026
- POLICYGEOPOLITICS
China and US Agree to Launch AI Safety Dialogue, Ending Two-Year Freeze on Bilateral Talks
The United States and China have agreed to establish a formal intergovernmental dialogue on artificial intelligence safety. Announced by China’s Ministry of Finance, this marks a significant diplomatic breakthrough following the recent summit between President Donald Trump and President Xi Jinping.
- CHIPS & COMPUTEGEOPOLITICS
China’s Chip Exports Double to $31 Billion in April as US Restrictions Fuel Domestic AI Demand
China’s semiconductor industry is experiencing explosive growth, defying the stringent U.S. export controls designed to constrain its technological advancement. According to data highlighted by The Kobeissi Letter, China’s chip exports surged 100% year-on-year to a record $31 billion in April 2026.
- GEOPOLITICSPOLICY
APEC Trade Ministers Gather in Suzhou as US Pushes American AI Across Asia
The competition between the United States and China for dominance in artificial intelligence is playing out on the diplomatic stage at the Asia-Pacific Economic Cooperation (APEC) trade ministers’ meeting in Suzhou. While the official agenda focuses on trade imbalances and supply chain resilience, U.S.
- POLICYGEOPOLITICS
NDRC Clarifies: China Has Never Barred Tech Companies from Accepting Foreign Investment
China’s top economic planner has moved to reassure international markets regarding the country’s stance on foreign capital in the technology sector. During a press conference on Friday, Li Chao, a spokesperson for the National Development and Reform Commission (NDRC), stated unequivocally that China has never required its technology companies to reject foreign investment.
Friday, May 22, 2026
- GEOPOLITICSCHIPS & COMPUTE
China Breaks Free from CUDA: Domestic AI Software Stack Gains Ground at Alibaba Cloud Summit
For years, Nvidia’s CUDA software platform has functioned as the invisible infrastructure of the global AI industry, a proprietary ecosystem so deeply embedded in the workflows of researchers and engineers that switching away from it seemed practically impossible.
- GEOPOLITICSCHIPS & COMPUTE
Taiwan Investigates Smuggling of Nvidia AI Chips to China
Authorities in Taiwan have launched a criminal investigation into an alleged smuggling operation targeting advanced AI hardware, with the Keelung District Prosecutors Office announcing it is investigating three individuals accused of using forged documents to illegally export servers equipped with restricted Nvidia chips to mainland China.
- GEOPOLITICSPOLICY
Trump Postpones AI Executive Order, Citing Need to Stay Ahead of China
President Donald Trump abruptly postponed the signing of a highly anticipated executive order on artificial intelligence on Thursday, stating that he does not want to implement any measures that might slow down American technological dominance over China.