The US-China AI Cold War is strategic competition over the whole AI stack - chips, manufacturing, cloud, data centers, energy, minerals, standards and alliance…
A US-China trade conflict, restrictions on Huawei and rising technology-security concerns set the stage. From around 2019, US pressure and coordination with the Netherla…
The US imposed sweeping restrictions targeting advanced computing chips, chipmaking equipment and China's advanced-node capabilities - a foundational milestone. Controls…
Efficient, low-cost models from DeepSeek and other Chinese labs - many released as open-weight - challenged assumptions about how much compute frontier AI needs and how…
The US launched Pax Silica with seven founding signatories - the US, UK, Japan, South Korea, Singapore, Australia and Israel - to build trusted supply chains for semicon…
A BIS final rule moved licence review for the Nvidia H200, AMD MI325X and comparable China-bound chips from presumption of denial to case-by-case review, subject to perf…
Huawei presented an architecture that stacks logic layers in three dimensions to raise transistor density - a claimed 53% - without EUV lithography, targeting '1.4nm-cla…
On 16 July, 29 countries signed the agreement creating the World Artificial Intelligence Cooperation Organization, headquartered in Shanghai and aimed at the Global Sout…
Reuters reported that the US State Department had drafted a letter to the 35 AI Opportunity Statement signatories, warning that Pax Silica participation cannot be combin…
Nvidia reported about $96.2 billion in quarterly revenue with a next-quarter guide that assumes no China compute. Yet on the same days Tencent released a new open-source…
Watch: the next US chip-control revision, whether the 'choose sides' letter is finalised, the next Chinese accelerator generation, EUV-alternative validation, Pax Silica…
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