How companies are responding to the fracturing of global technology supply chains, from strategic pivots and reshoring decisions to compliance with export controls and the growing entanglement of business strategy with geopolitics.
Weekly Intelligence Brief
Tesla ramps Optimus Gen 3 with 50-actuator hands. Perplexity launches Computer for multi-model AI agent workflows. Nvidia unveils Vera Rubin. Critical minerals stockpiling goes global. Eight developments shaping the Tech Cold War this week.
Market Watch
Defence stocks led the week with Hanwha +12.4%, BAE +10.0%, and Rheinmetall +8.2%. Nvidia rallies 3.8% ahead of Q4 earnings. Chinese tech dips. Light rare earths extend their supply squeeze.
Humanoids
Tesla is discontinuing its flagship vehicles to build humanoid robots. The decision is a bet that the robotics market will dwarf the automotive industry within a decade.
Artificial Intelligence
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.
Artificial Intelligence
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
The most important developments in the Tech Cold War this week — across AI, chips, critical minerals, and defence.
Artificial Intelligence
The competition for AI supremacy has entered a new phase. Hardware dominance alone no longer guarantees leadership.
Semiconductor Chips
From blanket bans to case-by-case deals, the US semiconductor strategy toward China has undergone a dramatic transformation. Here's what it means.
Artificial Intelligence
The global battle for technological supremacy is the defining geopolitical contest of our time. Here's everything you need to know.