Chip export controls, compute diplomacy and AI as an instrument of national power.
495 articles
William Blair portfolio manager states AI-driven earnings are helping global equities recover from Iran war turmoil. The worst of the shock may be over.
Bloomberg Technology · 152d ago
India's ambitious manufacturing goals are hindered by China's tech dominance. Big Take Asia podcast explores why India relies on China to succeed.
Bloomberg Technology · 152d ago
Nouriel Roubini discusses ending the Iran war via escalation and regime change. He predicts no US or global recession due to a tug-of-war between stagflationary events and growth from the global tech boom, including AI.
Bloomberg Technology · 161d ago
World's largest investment firms are snapping up Treasuries and AI stocks while dumping the dollar. This shift bets that US-Iran ceasefire has peaked war uncertainties.
Bloomberg Technology · 166d ago
Korea and France agree to collaborate on nuclear power, AI, chips, and core mineral supply chains. Deal aims to strengthen tech and resource partnerships amid global tensions.
36氪 · 171d ago
The 'Uncanny Valley' podcast episode from Wired AI discusses Iran's threats to target US tech firms. It covers Trump's plans ahead of midterm elections.
Wired AI · 171d ago
A fund outperforming 96% of peers recommends buying South Korean memory-chip stocks despite their recent rally. The stocks remain undervalued and stand to gain significantly from Middle East deescalation.
Bloomberg Technology · 172d ago
Middle East war escalation threatens oil revenues, cutting funds from Gulf investors to US AI firms like OpenAI. Data centers and AI infra in region face missile risks, prompting capital flight to Asia.
虎嗅 · 173d ago
Canadian tech stocks head for worst quarter since 2022. Software sector hit by AI disruption concerns and Middle East conflict shifting capital to energy.
Bloomberg Technology · 174d ago
Asia's chip industry faces a naphtha shortage due to Middle East turmoil, with South Korea most affected as it imports 45% of its naphtha needs, 77% from the region. Its semiconductor and industrial sectors are vulnerable to these supply disruptions.
SCMP Technology · 174d ago
Mainland Chinese companies listing on the Hong Kong Stock Exchange surged 153% from 30 in 2024 to 76 in 2025, per PwC. Hong Kong reclaimed the global top spot for IPO fundraising with 119 listings raising HK$285.8 billion, more than double the prior year.
The Next Web (TNW) · 174d ago
A prolonged US-Israel-Iran war defies Trump's quick-exit hopes, risking Hormuz Strait blockade and oil prices to $200/bbl. This exacerbates AI bubble sell-offs hitting private credit funds for AI data centers, potentially sparking subprime 2.0.
虎嗅 · 175d ago
Opinion claims Middle East turmoil cuts petrodollar flows to US AI, dooming OpenAI investments and Sora model. Vance, Thiel/Musk-backed, defies Trump to safeguard tech.
虎嗅 · 175d ago
Hormuz Strait closure disrupts Qatar's helium output, doubling prices and risking shortages. Critical for MRI cooling and chip manufacturing; China 83% import dependent.
虎嗅 · 176d ago
Middle East conflict triggers Philippines' energy crisis with soaring oil prices and inflation. Marcos government provokes China at Huangyan Island while seeking energy and fertilizer cooperation.
虎嗅 · 177d ago
Philadelphia Fed President Anna Paulson states AI gains remain uncertain. The war in Iran introduces new risks to inflation and growth.
Bloomberg Technology · 177d ago
Iran conflict may drive Asian tech shares to outperform consumer peers. War-induced inflation is seen outweighing damage to AI supply chains.
Bloomberg Technology · 180d ago
Under General Secretary To Lam, Vietnam conditionally empowers southern economic leaders for growth while retaining political control via anti-corruption and administrative reforms. Northern industrial parks attract AI-driven FDI and exports amid trade wars.
虎嗅 · 183d ago
US markets crashed Friday with stocks, bonds, and gold all plunging; Nasdaq fell over 2% as tech giants lost $400B+ in market cap. Middle East escalation risks oil spikes to $180/bbl while Fed minutes signal higher inflation and just one 2024 rate cut.
虎嗅 · 184d ago
Copper, once cheap, is now vital like oil for AI data centers and renewables. Global powers compete fiercely for supplies amid surging demand.
虎嗅 · 184d ago
A tiny drone software company debuted with a 1,000% stock surge. This reflects Wall Street's growing appetite for stocks blending geopolitics, defense tech spending, and AI.
Bloomberg Technology · 184d ago
Global merchandise trade will slow less sharply this year than the WTO's forecast six months ago. Sustained high energy prices from Middle East war could cause a deeper slowdown.
Bloomberg Technology · 185d ago
US holds financial hegemony via dollar, China dominates manufacturing supply chains; tech battles in AI/semiconductors persist without decisive wins. Medium powers face 'double embedding' dilemmas in both systems.
虎嗅 · 189d ago
US President Trump accuses Iran of using AI as a 'false information weapon' to exaggerate war successes and public support. He warns AI is highly dangerous and must be handled carefully.
cnBeta (Full RSS) · 189d ago
Tehran's black toxic rain from oil facility airstrike leaks hydrocarbons, causing skin burns and odors. Oil prices swing wildly in 24 hours.
虎嗅 · 189d ago
Meta Platforms pauses massive cable project in Persian Gulf to expand Africa internet. Middle East war halts regional activity.
Bloomberg Technology · 192d ago
Bloomberg covers the intensifying US-China competition for AI supremacy. Shirin Ghaffary spoke at a subscriber event in Washington, DC on March 11.
Bloomberg Technology · 192d ago
Planet Labs PBC extended its delay on Middle East commercial satellite imagery to two weeks from four days. The move addresses risks of the data being used to target NATO members amid Iran concerns.
Bloomberg Technology · 195d ago
Helen Jewell, BlackRock's CIO of fundamental equities, warns investors not to get complacent on macro data amid Middle East war volatility. She highlights potential dip buying opportunities in rattled markets.
Bloomberg Technology · 196d ago
Billionaire Leo KoGuan doubled his Nvidia stake to 2 million shares. The move aims to calm markets nervous from Middle East conflict.
Bloomberg Technology · 196d ago