Weekly Intelligence Brief #2
DeepSeek V4 challenges Western compute assumptions. New Delhi rewrites AI governance rules. Washington turns chip denial into managed access. Five developments shaping the global technology competition this week.
The Strategic Calculus Behind Selling Chips to China
What began as a policy of strategic denial has quietly become managed, monetised access. The H200 saga reveals the central contradiction of American technology policy — and the cost of resolving it.
DeepSeek V4 Set to Drive Structural Change in LLM Development: Will Today's Frontrunners Become Tomorrow's Followers?
DeepSeek's Engram architecture may represent the most significant shift in LLM design since Mixture-of-Experts. The implications extend from model performance to hardware dependency and the geopolitics of compute.
DeepSeek V4: The "CodeKiller" Architecture That Could Redefine AI Coding
A new model from DeepSeek is expected within days. Nicknamed "CodeKiller," V4 targets Western dominance in AI-assisted coding, and its implications extend well beyond software.
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.