Weekly Intelligence Brief #1
The most important developments in the Tech Cold War this week — across AI, chips, critical minerals, and defence.
The AI Arms Race: From GPT to DeepSeek
The competition for AI supremacy has entered a new phase. Hardware dominance alone no longer guarantees leadership.
AUKUS and Beyond: The New Defence Tech Alliances
A web of new security partnerships — from AUKUS to NATO's Indo-Pacific outreach — is reshaping how democracies develop and deploy military technology.
Europe's Critical Materials Gamble: Can the EU Secure Its Own Supply?
The EU has set ambitious targets for strategic raw materials. But financial, legal, and administrative bottlenecks are slowing progress while the US and China race ahead.
The Silicon Curtain: How Export Controls Reshaped the Chip Industry
From blanket bans to case-by-case deals, the US semiconductor strategy toward China has undergone a dramatic transformation. Here's what it means.
What Is the Tech Cold War? A 2026 Primer
The global battle for technological supremacy is the defining geopolitical contest of our time. Here's everything you need to know.