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
Latest Geopolitics News & Updates
Chip export controls, compute diplomacy and AI as an instrument of national power.
495 articles
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
Video
Pro-Iran AI Lego Memes Troll Trump
A pro-Iran group called Explosive Media has produced over a dozen viral videos since the Iran war began. These AI-generated Lego-style cartoons mock Trump and the US.
Wired AI · 163d ago
Infrastructure
AI Drives Global Trade Surge Amid Shifts
McKinsey finds AI fueling 6.5% global trade growth last year, outpacing world economy. AI-linked goods like semiconductors, GPUs, routers, and servers drove one-third of increase.
SCMP Technology · 164d ago
Infrastructure
IDC: Iran War Risks 5% IT Growth in 2026
IDC slashed its 2026 global IT spending growth forecast to 9% from 10% due to the US-Israel-Iran war, with risks of further drop to 5-6% if prolonged. Supply chain disruptions and oil shortages threaten hardware upgrades and AI infrastructure.
Computerworld · 164d ago
Infrastructure
Cloud Stability Crumbles Under Energy Pressures
Cheap cloud computing was designed for stability, but geopolitical tensions like the Iran conflict reveal its ties to volatile energy markets. Europe faces structural vulnerabilities as effects ripple into economies recovering from the 2022 energy crisis.
The Next Web (TNW) · 165d ago
Business
China leads one AI race, US another
China is currently winning in one aspect of the AI race, while the US leads in another. Both nations are determined not to let their rival achieve dominance.
BBC Technology · 166d ago
Infrastructure
Raimondo: China Crushing EU Industry, AI Job Fears
Gina Raimondo warns European industry is being hollowed out by China amid US-Europe tensions over tariffs and NATO. She reviews the CHIPS Act's legacy for US semiconductor strength.
Bloomberg Technology · 166d ago
Infrastructure
Taiwan Cracks Down on China AI Talent Poaching
China intensifies recruitment of semiconductor and AI talent for AI breakthroughs amid US rivalry. Taiwan probes 11 mainland firms for alleged poaching of hi-tech workers.
SCMP Technology · 167d ago
Infrastructure
Iran Targets US Tech Giants April 1
Iran's Islamic Revolutionary Guard Corps released a target list of major US tech firms. Apple, Google, and Microsoft are among those threatened with attacks starting April 1.
Wired · 172d ago
Infrastructure
SK Uses Russian Naphtha Amid Chip Squeeze
South Korea is turning to Russian naphtha due to Asia's chip supply chain disruptions. Triggered by Iran's closure of the Strait of Hormuz in late February, energy prices spiked affecting petrochemicals vital for semiconductors.
The Next Web (TNW) · 172d ago
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Infrastructure
Middle East War Disrupts Helium for AI Chips
Iran war blocks Hormuz Strait, trapping Qatar's helium shipments critical for MRI cooling and semiconductor production. Cardar's gas field damage cuts 20% LNG and 14% helium output long-term.
虎嗅 · 174d ago
Infrastructure
Hormuz Blockade Hits Fertilizer, Plastics, Semis
Strait of Hormuz blockade pushes crude oil near $100/bbl and spikes natural gas prices. Impacts extend to fertilizer, plastics, semiconductors amid Gulf port shutdowns.
cnBeta (Full RSS) · 175d ago
Business
AI Race vs China Needs US Allies
Krach Institute CEO Michelle Giuda states that leading China in the AI race requires US allies to back the American tech stack globally. She discussed this on Bloomberg Tech with Ed Ludlow.
Bloomberg Technology · 176d ago
Infrastructure
Taiwan Holds Power Prices Amid Iran War
Taiwan, home to the world's biggest chipmakers, will keep electricity rates unchanged. This decision mitigates inflationary pressures from the Middle East war.
Bloomberg Technology · 176d ago
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Infrastructure
China's 9.66MT Rare Earth Find Reshapes Map
Sichuan's Mianning County yields 9.66 million tons of light rare earths, world's second largest deposit. Discovery bolsters China's rare earth dominance amid global supply tensions.
虎嗅 · 176d ago
Infrastructure
SMIC Accused of Supplying Chip Tech to Iran Military
US officials disclosed on March 26 that China's top chipmaker SMIC supplied manufacturing equipment and technical training to Iran's military over the past year. This revelation questions Beijing's position amid US-Israel tensions with Iran.
cnBeta (Full RSS) · 177d ago
Applications
AI Reshaping the Battlefield
AI is fueling a global arms race, with algorithms, sensors, and autonomous systems redefining warfare. Bloomberg Tech: Asia episode examines AI's impact on geopolitics and raises urgent ethical questions about military applications.
Bloomberg Technology · 177d ago
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Applications
AI Warfare Debated Amid US Iran Strikes
As US strikes hit nearly 10,000 targets in Iran, a Washington forum debates AI's role in warfare. The discussion underscores emerging concerns about AI applications in military conflicts.
Bloomberg Technology · 178d ago
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Business
AI Boom Shields China Trade from Iran Shock
中國人工智慧投資熱潮推動貿易量將超越去年紀錄。此成長抵銷伊朗戰爭爆發後油價上漲帶來的干擾。
Bloomberg Technology · 179d ago
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Applications
Defense AI Startups Boom in Trump Era
Bloomberg covers deepening Silicon Valley-Washington ties under Trump administration. Defense tech startups Anduril and Hadrian capitalize on prolonged US-Iran conflict.
Bloomberg Technology · 179d ago
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Business
Khosla Hawkish on China AI Race
Vinod Khosla advocates being 'as hawkish as possible' on China regarding AI. He criticizes Nvidia chip sales to China and urges the US to fill the AI vacuum before China does.
Bloomberg Technology · 179d ago
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Business
Silicon Valley DC Summit on AI Amid Iran War
The Hill and Valley Forum convened dozens of senior executives, VCs, and officials to discuss US AI leadership and economic impact. Organizers Christian Garrett of 137 Ventures and Delian Asparouhov of Founders Fund joined Bloomberg Tech live from the event.
Bloomberg Technology · 179d ago
Infrastructure
AWS Bahrain Outage Hits Again from Drone Activity
Amazon Web Services' Bahrain region faced a service disruption on Monday amid Middle East conflicts involving drone activity. This marks the second outage for AWS operations in the region within one month.
cnBeta (Full RSS) · 179d ago
Infrastructure
Iran Targets Microsoft AI Infrastructure
Iran threatens Big Tech's AI data centers in Gulf amid US war, targeting Microsoft's facilities in UAE, Bahrain, Israel. Gulf nations invest heavily in AI infra due to cheap power; Microsoft partners with G42.
Computerworld · 179d ago