Business
HALO Assets Defy AI Hype Anxiety
Shifts to HALO (Heavy Assets, Low Obsolescence) like energy resist AI disruption amid geopolitics. Critiques OpenClaw lobster hype as emotional frenzy benefiting clouds/models over users.
虎嗅 · 196d ago
Latest Geopolitics News & Updates
Chip export controls, compute diplomacy and AI as an instrument of national power.
495 articles
Infrastructure
Trump China Visit Hits Exports
Trump plans China visit amid US economic woes, seeking rare earths and power gear for AI data centers. Analysis predicts G2 deal trading AI chips for Chinese supplies and big orders.
虎嗅 · 196d ago
Infrastructure
US-Iran Conflict Ignites Energy Crisis, Boosts Light Storage
US-Iran conflict risks triggering a global energy crisis. Light storage companies (solar PV + batteries) stand to gain historical opportunities.
钛媒体 · 197d ago
Infrastructure
Lawmakers Target Huawei US Loopholes
US lawmakers call on the Trump administration to eliminate loopholes letting Huawei's blacklisted unit operate freely in the US. Huawei Technologies is a Chinese tech giant facing restrictions.
Bloomberg Technology · 198d ago
Business
Huawei Defies Bans at MWC Barcelona
Huawei is actively promoting its business at MWC Barcelona despite facing product bans in Western markets. The Chinese telecom giant remains undeterred by restrictions that wall off half the world.
Bloomberg Technology · 199d ago
Business
Iranian AI Devs Battle War and Exile
Iranian developers pursue AI amid gunfire, global displacement, and adverse tides. Their youth and talents are eroded by era pressures and conflicts.
钛媒体 · 199d ago
Business
Tech Giants Shut Offices Amid ME Tensions
Tech giants are enforcing remote work and closing offices due to escalating Middle East tensions. The region has positioned itself as an AI hub, attracting billions in investments from tech companies.
BBC Technology · 200d ago
Infrastructure
Chip Companies Flee Israel War
Ongoing conflict drives chip companies to exit Israel, disrupting supply chains. Poses risks to global semiconductor production.
钛媒体 · 201d ago
Infrastructure
US-Iran War Hammers Asian Tech Stocks
Asian technology stocks in China, South Korea, and Japan plunged amid risk-off sentiment triggered by the US-Iran war's disruptions to global energy and logistics. Korean and Japanese stocks suffered more than Chinese and Hong Kong peers due to higher exposure to affected supply chains.
SCMP Technology · 201d ago
Applications
Geopolitics Lesson: Tech Not Sole Moat for Delivery Robots
The US-Iran conflict teaches unmanned delivery vehicle companies a key lesson: technology alone isn't a sufficient moat. Overseas firms must also master handling composite geopolitical and operational risks.
钛媒体 · 201d ago
Business
No Investing in Fools Anymore
In the AI, robotics, and drone era, traditional propaganda and mass mobilization become obsolete as tech elites dominate power. Ordinary people's opinions hold no sway over autonomous systems.
虎嗅 · 202d ago
Applications
Iran War Halts Baidu Robotaxi in Abu Dhabi
Chinese tech firms expanding in the Middle East, including Baidu's Apollo robotaxi in Abu Dhabi, face disruptions from Iran-US-Israel hostilities. Companies have suspended services, shifted to remote work, and activated contingency plans amid rising security risks.
SCMP Technology · 202d ago
Business
Middle East Turmoil Reshapes AI Asset Pricing
Rising geopolitical risks from Middle East unrest are accelerating and becoming a key variable. This is reshaping the pricing logic for AI assets, energy assets, and safe-haven assets like gold.
钛媒体 · 203d ago
Infrastructure
Iran Strike Fuels US AI-Resource Dominance
2026 US-Israel strike on Iran risks Hormuz closure and oil crisis amid US military grabs for resources. US pairs this with AI/chip export controls to monopolize virtual production force.
虎嗅 · 204d ago
Applications
Merz Visits Unitree Amid Trade Tensions
German Chancellor Merz leads 30+ execs to China, visiting Beijing and Hangzhou to boost trade amid US tariffs. Key stop: Unitree Tech for humanoid robots and Siemens Energy for smart manufacturing.
虎嗅 · 211d ago