The broader geopolitical forces driving the technology competition, from great power rivalry and alliance structures to trade policy, sanctions regimes, and the strategic role of technology in international relations.
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.
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.
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.
Critical Materials
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.
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.