Business
Trump: AI Tops Iran for Market Impact
Trump acknowledges AI's market effects outweigh Iran tensions. His China visit is deemed crucial.
钛媒体 · 131d ago
Latest Geopolitics News & Updates
Chip export controls, compute diplomacy and AI as an instrument of national power.
495 articles
Infrastructure
China Exports Rebound on AI Boom
China’s export growth rebounded more than expected despite shipping disruptions from the war in Iran. Trade volumes swelled due to an investment boom in artificial intelligence.
Bloomberg Technology · 134d ago
Business
Apollo CEO Flags AI Geopolitical Fallout Risks
Apollo CEO Marc Rowan warns the world is unprepared for fallout from artificial intelligence, price pressures, and surging government debt. He frames it as a massive geopolitical shift.
Bloomberg Technology · 135d ago
Infrastructure
Geopolitics Surges Microgrid Demand
Hormuz Strait closure drives record crowds at Canton Fair with surging demand for microgrids and home energy storage. US, Argentina buyers join, 30-40% inquiries renewable-related.
虎嗅 · 136d ago
Infrastructure
World Scrambles to Remake Chip Supply Chains
Companies and governments worldwide are rethinking semiconductor production amid geopolitical tensions. A Bloomberg Primer episode details these supply chain shifts.
Bloomberg Technology · 136d ago
Infrastructure
Apple Explores US Chip Making Amid Shortages
Apple is holding exploratory talks to manufacture processors in the US to secure supply amid demand surges and Taiwan geopolitical risks. Supply shortages from TSMC's advanced nodes are constraining MacBook Neo, Mac mini, and Mac Studio production.
Computerworld · 137d ago
Infrastructure
Soviet Chip Push: Spies, Reverse Eng, Ultimate Failure
Russia integrates a 350nm lithography machine into its national industrial system, jointly developed by ZNTC and Planar, capable of producing 90nm chips. The technology originates from 30-year-old Soviet legacy.
cnBeta (Full RSS) · 137d ago
Business
DJI Drones Banned in US and China
DJI, pioneer of consumer drones, faces sales bans in Washington and Beijing. On May 1, its Beijing flagship store cleared models like Neo, Mavic, and Mini from shelves.
The Next Web (TNW) · 139d ago
Business
Dark-Money Funds Anti-China AI Influencer Push
Build American AI, a nonprofit tied to a super PAC funded by OpenAI and Andreessen Horowitz executives, is paying influencers to promote pro-US AI narratives. The campaign aims to heighten fears about Chinese AI advancements.
Wired AI · 141d ago
Infrastructure
US 301 Probe Hits Singapore Chips
US launches 301 investigations on Singapore for alleged overcapacity and forced labor amid trade tensions. Singapore counters with data showing high utilization, US trade surpluses, and no violations.
虎嗅 · 144d ago
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Applications
Poland Faces AI-Fueled Cyberattack Surge
Poland is experiencing a rise in cyberattacks from Russia. A senior government official warns that threats will intensify as advanced AI tools proliferate.
Bloomberg Technology · 144d ago
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Infrastructure
Shin-Etsu Halts Outlook on Iran War
Shin-Etsu Chemical withheld its full-year forecast due to supply constraints. Price fluctuations stem from Middle East war disruptions.
Bloomberg Technology · 144d ago
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Infrastructure
War Disrupts Thinners Supply for Chips
A Japanese machine tool industry group warns of increasingly uncertain supply outlook for thinners and cutting oils due to war. These materials are critical for manufacturing chips, cars, and planes.
Bloomberg Technology · 144d ago
Business
Singapore Draws Global AI Talent Amid US-China Clash
Amid intensifying US-China tech rivalry, Singapore is emerging as a neutral hub for the AI industry. Companies seek its favorable business environment to evade China's surveillance and US visa restrictions.
ITmedia AI+ (日本) · 145d ago
Business
US-China-Singapore AI Talent Flows
Stanford discussion reveals new 'tri-polar linkage' in global AI innovation among US, China, and Singapore. It analyzes flows of funding and talent using metaphors: US as speedy greyhound, China as fastest bipedal ostrich, Singapore as courted rabbit.
钛媒体 · 145d ago
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Infrastructure
US Doubles Down on Gulf Tech Deals
US Under Secretary Jacob Helberg says America is strengthening tech partnerships with Gulf nations. Middle East conflict emphasizes securing tech supply chains.
Bloomberg Technology · 145d ago
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Business
US AI/Tech Safe Amid Iran War
RBC's Lori Calvasina states Middle East conflict won't impact US AI and tech earnings. She views the US as the global safety trade amid tensions.
Bloomberg Technology · 145d ago
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Business
AI Boom Splits Asia Markets Despite Wars
Asia's markets act as if two worlds coexist, with AI boom overshadowing war fears. This fuels a great divide across regional equities.
Bloomberg Technology · 146d ago
Business
China assesses Mythos amid global frets
China is taking stock of Mythos, potentially marking a new era in technology. The world expresses concerns over its implications.
SCMP Technology · 149d ago
Infrastructure
Naphtha Crunch Hits Asia Chip Photoresist Supply
Middle East conflict has closed the Strait of Hormuz since early March, curtailing naphtha supplies critical for photoresist production. This shortage exposes vulnerabilities in Asia's semiconductor supply chain.
SCMP Technology · 149d ago
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Infrastructure
Goldman: War Hurts Europe Amid AI Buildout
Goldman Sachs strategist Sharon Bell covers corporate earnings, AI buildout, and Middle East war effects on Europe. Prolonged conflict could exacerbate economic pressures.
Bloomberg Technology · 149d ago
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Infrastructure
Yergin: Hormuz Crisis Reshapes AI Energy World
Daniel Yergin analyzes the Hormuz Crisis as shifting global power, impacting energy security worldwide. Regional effects alter energy strategies.
Bloomberg Technology · 150d ago
Business
HK's AI Beyond US-China Rivalry
The article challenges the simplistic US-China bipolar view of global AI development. It argues that middle powers like Hong Kong have agency to advance AI independently.
SCMP Technology · 152d ago
Open Source
Embrace Open-Source AI to Beat China
A WSJ opinion piece argues the US should embrace open-source AI to compete with China. Shared on r/LocalLLaMA subreddit.
Reddit r/LocalLLaMA · 153d ago
Infrastructure
Asia's Supply Chain Edge in AI Race
Asia’s manufacturing and supply chain strengths could give it an advantage over the US as AI shifts to physical applications like robotics and industrial automation. Granite Asia’s Jixun Foo notes this new phase follows breakthroughs in foundation models.
SCMP Technology · 154d ago
Infrastructure
Japan Unearths Rare Earths 6000m Deep
Japan is reducing reliance on China for rare earth elements through a massive underwater deposit 6,000 meters deep in the Pacific near a remote island. Tokyo succeeds where global efforts failed.
Wired · 155d ago
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Business
AI Boom Drives Record EM Profit Forecasts
Profit forecasts for emerging-market companies are hitting record highs despite the war in Iran shaking global markets. Investors are betting on earnings resilience from Asia's artificial-intelligence powerhouses amid the AI boom.
Bloomberg Technology · 158d ago
Infrastructure
Iran War Threatens Asia Chips & AI Data Centers
Asia’s tech industry faces prolonged disruptions from Middle East turmoil, potentially throttling semiconductor production and AI data center buildouts. The Strait of Hormuz, vital for 25% of global oil and 20% of LNG trade, remains closed after US President Trump’s statement.
SCMP Technology · 159d ago
Business
Funds Flow Back to Asian AI Stocks
As Middle East tensions ease, global investors shift focus back to the AI trade. Fresh funds are flowing into Asian tech stocks after weeks of selling due to geopolitical risks.
Bloomberg Technology · 162d ago
Applications
Chinese Robots' Singapore Shell Game Failing
Chinese robotics companies are clustering in Singapore to bypass trade restrictions via shell entities. However, actions by the US, China, and Singapore are increasingly blocking this tactic.
钛媒体 · 163d ago