RSS feed for Geopolitics & Trade →
Sberbank Seeks Chinese AI Chips for GigaChat Amid Western Sanctions In a significant development highlighting the geopolitical realignment of the global technology sector, Russia’s largest financial institution, Sberbank, has announced its intention to utilize Chinese artificial intelligence chips to power its flagship large language model, GigaChat.
China Bans Nvidia’s Compliant GPU as Semiconductor Conflict Escalates In a dramatic escalation of the ongoing semiconductor conflict, the Chinese government has officially banned the importation and sale of Nvidia’s RTX 5090D V2 graphics processing unit.
The convergence of artificial intelligence and neuroscience is rapidly accelerating the development of brain-computer interfaces (BCIs) in China, moving the technology out of the laboratory and closer to commercial reality.
Taiwan Semiconductor Manufacturing Company (TSMC), the world’s preeminent contract chipmaker, has unveiled an aggressive expansion strategy designed to maintain its absolute dominance in the era of artificial intelligence.
Advanced Micro Devices (AMD) CEO Lisa Su delivered a bullish forecast for the future of artificial intelligence during a high-profile appearance in Shanghai, predicting that global AI adoption is on the verge of an unprecedented expansion.
The component that accounts for half the production cost of every advanced AI chip has become one of the most contested battlegrounds in the US-China technology rivalry.
Chinese AI companies are expanding their commercial presence across Southeast Asian markets through product exports, partnership development, and infrastructure investment, driven by commercial opportunity and the structural support of China’s evolving industrial policy.
In a significant development for the global semiconductor supply chain, China has agreed to address United States concerns regarding shortages of critical rare earth minerals, following the high-stakes summit between U.S. President Donald Trump and Chinese President Xi Jinping in Beijing.
The dominant frame in U.S. policy debates over AI competition has centered on frontier model capability and access to advanced chips. A March 2026 research paper from the U.S.-China Economic and Security Review Commission challenges that framing, arguing that the most consequential dynamics are running through a different mechanism entirely.
When U.S. Treasury Secretary Scott Bessent told CNBC on May 14 that the United States and China would establish a protocol for AI best practices and safety, the statement arrived in a context of escalating technology competition, chip controls, export restrictions, and sharp disagreement over Taiwan.
The United States has granted approximately 10 Chinese companies authorization to purchase Nvidia’s H200 artificial intelligence chips, yet not a single delivery has reached any of them. The approved buyers include Alibaba, Tencent, ByteDance, and JD.com.
Anthropic chose a pointed moment to publish its most explicit policy intervention to date.
The high-stakes meeting between US President Donald Trump and Chinese President Xi Jinping in Beijing this week ended without any progress on one of the most consequential issues in the US-China technology rivalry: semiconductor export controls.
In a working paper released by the Harvard Business School AI Institute in May 2026, researchers Hao Chen and Meg Rithmire unveil a transformative perspective on China’s approach to artificial intelligence.
For years, the premise of U.S. technology policy toward China has rested on an important foundational assumption: without access to Western semiconductors, China’s artificial intelligence ambitions would inevitably stall. The strategy of export controls was designed to exploit this vulnerability, cutting off the supply of advanced chips and the equipment needed to manufacture them.
For the past two years, the prevailing narrative in the global artificial intelligence race has been one of American dominance. Driven by massive capital investment from Silicon Valley and the compute power of Nvidia, U.S. companies like OpenAI, Anthropic, and Google have consistently set the frontier of AI capabilities.
As President Donald Trump and Chinese President Xi Jinping convene in Beijing for their highly anticipated summit, the agenda is dominated by familiar issues: trade tariffs, Taiwan, and semiconductor export controls.
The geopolitical battle over artificial intelligence has entered a new phase, moving beyond hardware export controls to the direct restriction of access to frontier software models. The latest flashpoint centers on Anthropic’s highly anticipated, yet unreleased, “Mythos” model.
The most significant signal ahead of the Trump-Xi summit in Beijing did not come from a press briefing or a policy paper. It came from a flight manifest. It was commonly believed that Nvidia CEO Jensen Huang would not joining the U.S.
The unprecedented regulatory intervention that blocked Meta’s $2 billion acquisition of the AI agent startup Manus has sent shockwaves through the global technology sector. While the initial headlines focused on the geopolitical clash, the practical reality of executing the reversal is proving to be a complex and highly disruptive process.
