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Geopolitics & Trade

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Wednesday, May 6, 2026

  1. POLICYGEOPOLITICS

    RSIS: “China-Shedding” Is Reshaping Southeast Asia’s AI Regulatory Landscape

    The term “China-shedding” has emerged recently to describe a strategic shift among Chinese-origin artificial intelligence (AI) companies relocating their headquarters offshore. This trend is primarily driven by Beijing’s increasingly stringent regulatory environment and national security concerns. According to a detailed analysis by Stefanie Kam at the S.

Tuesday, May 5, 2026

  1. GEOPOLITICSBIG TECH

    Chinese AI Models Surge to 32% of Global Token Use Amid US Export Restrictions and Domestic Innovation

    The rapid ascent of Chinese artificial intelligence models on the global stage has taken a remarkable leap in the first quarter of 2026.

  2. GEOPOLITICSBIG TECH

    Hong Kong Emerges as Powerhouse in China’s Tech Financial Ecosystem Amid IPO Surge

    Hong Kong’s IPO Surge: “Much, Much Bigger” Than Anything in 35 Years Evelyn Cheng at CNBC reports on how Hong Kong is witnessing an extraordinary surge in tech-related initial public offerings (IPOs), signaling the maturation of China’s tech-financial ecosystem and a renewed global capital-market rivalry.

  3. GEOPOLITICSBIG TECH

    White House Weighs AI Model Vetting Before Release: Implications for China’s AI Industry

    The White House is reportedly considering a significant shift in its approach to AI governance, requiring government vetting of AI models before their public release. This move, reported by The New York Times on May 4, 2026, marks a sharp reversal of previous policies under both the Biden and Trump administrations.

  4. GEOPOLITICSBIG TECH

    Chinese Firms Hit Pause on U.S. Expansion Amid Worsening Business Climate

    Chinese companies are pulling back from aggressive expansion plans in the United States, a shift that underscores the growing challenges posed by a deteriorating business climate and escalating geopolitical tensions.

  5. GEOPOLITICSAPPLIED AI

    Chinese Humanoids Leave American Robots Behind

    China’s Industrial Robot Dominance Sets the Stage In the rapidly evolving landscape of robotics and artificial intelligence, China has emerged as a dominant force, particularly in the development and deployment of humanoid robots.

  6. Smart Cars: Nvidia’s Unlikely Comeback Path Into China’s AI Chip Market

    Nvidia, the $5 trillion semiconductor giant long synonymous with artificial intelligence (AI) computing power, now faces a stark reality: as of April 2025, its flagship H200 AI chips are banned from export to China. The consequences have been swift and profound.

  7. GEOPOLITICSCHIPS & COMPUTE

    China Aims for 70% Domestic Silicon Wafer Usage by 2026, Accelerating Semiconductor Self-Reliance

    China’s semiconductor ambitions have entered a new, accelerated phase as the country sets its sights on sourcing more than 70% of silicon wafers used by domestic chipmakers from local suppliers by the end of 2026.

  8. GEOPOLITICSBIG TECH

    Manus Deal Veto Exposes the Limits of “Move Fast and Break Things” in China’s AI Sector

    Why Beijing Blocked the Meta-Manus Deal In a striking development that reverberates throughout the global AI ecosystem, China’s regulatory authorities have ordered Meta to unwind its $2 billion acquisition of Manus AI, a Beijing-founded but Singapore-relocated startup, on national security grounds.

Monday, May 4, 2026

  1. POLICYGEOPOLITICS

    Why China’s Own Politics May Be the Biggest Brake on Its AI Diffusion Ambitions

    The conventional wisdom in Washington holds that China’s authoritarian political system gives it a structural advantage in deploying AI at scale.

  2. GEOPOLITICSCHIPS & COMPUTE

    Jensen Huang Admits Nvidia Now Has “Zero Percent” Market Share in China as Export Policy Backfires

    Nvidia CEO Jensen Huang delivered one of the most candid assessments of the US chip export control regime to date on May 3, 2026, telling investors that his company now holds effectively “zero percent” market share in China’s AI chip market, and placing the blame squarely on Washington’s escalating export restrictions.

Sunday, May 3, 2026

  1. CHIPS & COMPUTEGEOPOLITICS

    China’s “Good-Enough” AI Chips and Models Are Powering the Global South

    As the United States tightens its grip on the world’s most advanced semiconductors, China is executing a strategic pivot. Rather than attempting to match American capabilities at the absolute frontier of artificial intelligence, Beijing is focusing on deploying “good-enough” AI powered by domestic chips across its vast industrial base.

  2. MODELSGEOPOLITICS

    CFR Analysis: DeepSeek V4 Points to a New Stage in the US-China AI Rivalry

    The release of DeepSeek V4 has prompted a reassessment of the artificial intelligence balance of power between the United States and China.

  3. GEOPOLITICSPOLICY

    Beijing’s AI Governance Playbook for Southeast Asia: Research Centers, Forums, and Elite Training

    As the United States and China compete for technological supremacy, the battleground is expanding beyond microchips and algorithms to the realm of governance and standards.

  4. FUNDINGGEOPOLITICS

    Moonshot AI, DeepRoute, and StepFun Weigh Full Onshore Reincorporation After Manus Reversal

    The fallout from Beijing’s unprecedented intervention in the global AI market is beginning to reshape the corporate structure of China’s most promising startups. Following the Chinese government’s decision to block Meta’s acquisition of Singapore-based Manus AI, several leading Chinese artificial intelligence firms are reportedly weighing full onshore reincorporation.

  5. MODELSGEOPOLITICS

    CAISI Evaluation: DeepSeek V4 Is China’s Most Powerful Model, But Still 8 Months Behind US Frontier

    The United States government has weighed in on the capabilities of China’s latest artificial intelligence breakthrough.

Saturday, May 2, 2026

  1. MODELSGEOPOLITICS

    China’s Open-Source AI Strategy: Why Beijing Can’t Quit Open Models

    As the global race for artificial intelligence supremacy intensifies, China finds itself in a complex strategic position: it is simultaneously striving for technological self-reliance while remaining deeply dependent on the global open-source AI ecosystem.

Thursday, April 30, 2026

  1. GEOPOLITICSPOLICY

    US-China Tensions Build Over Iran and AI Ahead of Trump-Xi Summit

    Diplomatic friction between the United States and China is intensifying in the lead-up to a highly anticipated summit between Presidents Donald Trump and Xi Jinping.

  2. GEOPOLITICSPOLICY

    US House Committees Launch Joint Investigation into Cursor and Airbnb Over Use of Chinese AI Models

    The United States Congress has significantly ramped up its scrutiny of domestic technology companies that use Chinese artificial intelligence models.

Wednesday, April 29, 2026

  1. GEOPOLITICS

    Goldman Sachs Bars Hong Kong Bankers from Using Anthropic’s Claude Over Compliance Concerns

    In a move that highlights the increasingly complex regulatory landscape for global financial institutions operating in Asia, Goldman Sachs has abruptly barred its Hong Kong-based bankers from using Anthropic’s Claude artificial intelligence models.