Analysis of the semiconductor supply chain, export control policies, and the strategic competition for chip manufacturing, from Nvidia and TSMC to Huawei's Ascend processors and the CHIPS Act.
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.
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.
Semiconductor Chips
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.
Artificial Intelligence
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.
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.