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Geopolitics & Trade

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Wednesday, May 13, 2026

  1. MODELSGEOPOLITICS

    CSIS: DeepSeek Recommends Nuclear Weapons Use More Than 10% of the Time in Crisis Scenarios

    As President Donald Trump and Chinese President Xi Jinping prepare to meet in Beijing, a new analysis highlights a critical and under-discussed risk in the global artificial intelligence race: the behavior of autonomous systems in military and geopolitical crises.

  2. DeepSeek Runs on Huawei Chips, and That Changes Everything About US Leverage

    When DeepSeek released its latest artificial intelligence model last month, the announcement included a technical detail that fundamentally alters the geopolitical landscape of the semiconductor industry. The Chinese startup confirmed that its advanced models are now fully compatible with Huawei’s Ascend line of AI processors.

  3. CHIPS & COMPUTEGEOPOLITICS

    Jensen Huang Is Not Going to Beijing, and That Is a Signal

    When President Donald Trump arrives in Beijing for his highly anticipated state visit, his delegation will include some of the most powerful figures in American business. Elon Musk, Tim Cook, Larry Fink, and Boeing’s Kelly Ortberg are all scheduled to accompany the president.

  4. MARKETSGEOPOLITICS

    Investors Bet on China’s AI Self-Sufficiency Drive as Trump Lands in Beijing

    As President Donald Trump touches down in Beijing for his first state visit to China in nearly nine years, the country’s financial markets are sending a clear signal: investors are betting heavily on domestic AI self-sufficiency.

  5. CHIPS & COMPUTEGEOPOLITICS

    Beijing Put Huawei’s Secret Chip Lab on National TV Two Days Before Trump Arrived

    On Friday evening, China Central Television’s most-watched news program broadcast footage that had never been shown publicly. The South China Morning Post reports that the Chip Fundamental Technology Research Laboratory at Huawei’s Lianqiu Lake campus in Shanghai appeared on Xinwen Lianbo, the state-run bulletin that reaches more than 200 million viewers nightly.

Tuesday, May 12, 2026

  1. GEOPOLITICSMODELS

    The Software Layer: Why AI Distillation May Be the Hardest Problem at the Trump-Xi Summit

    When President Donald Trump and President Xi Jinping sit down in Beijing this week, the agenda will be dominated by the usual geopolitical flashpoints: trade tariffs, Taiwan, and the ongoing conflict in Iran.

  2. GEOPOLITICSMODELS

    Morgan Stanley: China AI Has Stopped “Catching Up” and Started “Rewriting the Rules”

    For the past three years, the dominant narrative surrounding China’s artificial intelligence sector has been one of relentless pursuit, a frantic race to close the capability gap with U.S. frontier models like OpenAI’s GPT-4 and Anthropic’s Claude. However, a new Morgan Stanley report suggests that this framing is now obsolete.

  3. GEOPOLITICSCHIPS & COMPUTE

    Does Trump’s China Visit Force a Reckoning on Chip Controls?

    As President Donald Trump prepares for his high-stakes state visit to Beijing, the South China Morning Post argues that the U.S. administration is facing a stark reality: its semiconductor export controls have largely failed to halt China’s artificial intelligence ambitions. The summit presents a critical juncture for U.S.

  4. POLICYGEOPOLITICS

    Mythos Triggers US-China AI Emergency Channel Talks Ahead of Trump-Xi Summit

    The sudden debut of Anthropic’s powerful new Mythos model has sent shockwaves through both Washington and Beijing, prompting quiet discussions this week to explore reviving an emergency artificial intelligence communication channel ahead of President Donald Trump’s state visit to China.

Monday, May 11, 2026

  1. GEOPOLITICS

    Does China Have the Upper Hand at the Trump-Xi Summit?

    As US President Donald Trump prepares to travel to Beijing for a summit with Chinese President Xi Jinping on May 14-15, five experts from the Council on Foreign Relations (CFR) have published a joint analysis arguing that China enters the meeting holding the stronger hand.

  2. GEOPOLITICS

    Military AI Use Could Be on the Agenda When Trump and Xi Meet in Beijing

    When US President Donald Trump and Chinese President Xi Jinping meet in Beijing for their highly anticipated summit on May 14–15, the agenda will be crowded with contentious issues, from trade tariffs to the ongoing conflict in Iran.

  3. GEOPOLITICSPOLICY

    China Scrambles to Close AI Cybersecurity Gap as Anthropic and OpenAI Pull Ahead

    A new generation of AI-powered cybersecurity tools is reshaping the threat landscape, and China is scrambling to keep pace.

Sunday, May 10, 2026

  1. GEOPOLITICSPOLICY

    Two Think Tanks, One Message: Don’t Trade Away AI Leverage at the Beijing Summit

    A Summit with High Stakes for AI Policy With President Trump preparing to meet Chinese President Xi Jinping in Beijing, two of Washington’s most prominent think tanks have published analyses of what the United States should, and should not, do on artificial intelligence at the summit.

Saturday, May 9, 2026

  1. GEOPOLITICS

    China and South Korea Urged to Pivot to Shared AI and EV Standards as Tech Rivalry Deepens

    The decades-old industrial relationship between China and South Korea is undergoing a transformation. As China’s technological capabilities rapidly advance, moving from a low-cost manufacturing hub to a global leader in high-tech sectors, South Korea is being forced to rethink its economic strategy.

  2. GEOPOLITICS

    Brookings: The US and China Can Cooperate on AI Without Abandoning Competition

    As President Trump prepares to travel to Beijing for meetings with Xi Jinping on May 14-15, a new commentary from the Brookings Institution argues that both countries have the opportunity and strategic incentive to establish practical cooperation frameworks in artificial intelligence, even as they remain locked in fierce technological competition.

Friday, May 8, 2026

  1. POLICYGEOPOLITICS

    Foreign Policy: China Is Quietly Building a Global AI Standard

    While the United States and Europe are focused on domestic regulation and high-end model performance, China is quietly executing a strategy that could allow it to dictate the global standards for artificial intelligence (AI).

  2. GEOPOLITICS

    Iran War Threatens to Crowd Out AI Talks at Trump-Xi Summit

    The highly anticipated summit between US President Donald Trump and Chinese President Xi Jinping, scheduled for May 14-15 in Beijing, was expected to feature the first official dialogue on artificial intelligence (AI) between the two administrations.

Thursday, May 7, 2026

  1. GEOPOLITICSPOLICY

    The US-China AI Gap Has Closed, and Silicon Valley Is Starting to Notice

    For years, the prevailing narrative in the global artificial intelligence race has been one of American dominance, with China playing the role of a fast follower.

  2. POLICYGEOPOLITICS

    US and China Weigh Putting AI on the Agenda for Trump-Xi Summit

    Washington and Beijing are reportedly weighing launching official discussions on artificial intelligence (AI), a move that could place the critical technology on the agenda for the upcoming summit between Donald Trump and Xi Jinping.

Wednesday, May 6, 2026

  1. CHIPS & COMPUTEGEOPOLITICS

    Can China Deliver Datacenter AI Performance Without Nvidia? Analysts and Developers Weigh In

    A new TechInsights report published this week poses what may be the defining question of China’s AI decade: can the country deliver datacenter-grade artificial intelligence performance without access to Nvidia’s leading chips? The report, titled “The $100 Billion Question: Can China Deliver Datacenter AI Performance Without NVIDIA?”