Latest in The US-China AI Race

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Pakistan Rejects the Logic of the AI Arms Race

From autonomous weapons to nuclear command and control, Islamabad is making the case for keeping human judgement at the centre of warfare. Pakistan is not simply “falling behind” in an AI arms race. It has adopted a deliberate and measured…

tradingview.com
227 words

Nvidia Faces 600,000-Chip China Bottleneck

Another challenge for Nvidia Corp. (NVDA, Financials) in China is that about 600,000 of its H200 AI chips are allegedly still in Hong Kong, awaiting delivery to the Chinese mainland. Large-scale imports have not been approved by Chinese authorities, although local tech…

taipeitimes.com
556 words

Lai touts Taiwan’s economic resilience

President William Lai (賴清德) yesterday touted Taiwan’s economic resilience, with the stock market ranking fourth globally and assets under management reaching NT$48.38 trillion (US$1.48 trillion), and pledged to further develop and internationalize the nation’s financial markets. Speaking at the Taiwan…

The US-China AI Race

The contest between Washington and Beijing for AI supremacy: chip export controls, smuggling cases, China's AI strategy, summit diplomacy and Taiwan.

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Inside The US-China AI Race

Chip Export Controls US limits on exporting AI chips and chipmaking tools to China: Commerce Department rules, licenses, enforcement, and controls adopted by allies.
Chip Smuggling Nvidia chips smuggled to China: indictments and arrests, diversion through Southeast Asia, Super Micro and other cases, and chip-tracking proposals.
China's AI Strategy Beijing's AI push: state plans and AI Plus, the five-year plan, self-reliance, open-source strategy and how China is closing the gap with the US.
Trump-Xi Tech Diplomacy AI and chips at US-China summits and trade talks: deals on Nvidia sales, chip probes, an AI incident channel, and what each side gave up.
Taiwan & the Chip Supply Chain Taiwan's place in the AI boom: TSMC and its customers, the risk of conflict, US pressure to move production, chip tariffs and the Pax Silica alliance.

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