Geopolitics
Coverage of the geopolitics of technology: US–China competition, chip export controls, sovereign AI efforts and how world events move markets.
US Treasury Proposes Rule Widening Outbound Investment Curbs
A proposed US Treasury rule under the COINS Act would extend outbound investment curbs to five more countries and three more sectors. Comments close 7 Dec.
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China’s AI Stack Goes Vertical: How DeepSeek V4 Just Changed the Game
China's AI Stack Goes Vertical: How DeepSeek V4 Just Changed the GameA year ago, a Chinese startup called DeepSeek dropped a bomb on Silicon Valley. Its AI...
Britain Tries to Poach Anthropic After US Blacklists It for Refusing Military AI Work
Britain Tries to Poach Anthropic After US Blacklists It for Refusing Military AI Work
The UK sees an opening after the US punishes an AI company for ethical...
Foxconn’s $66.6 Billion Quarter Proves AI Infrastructure Is the Real Money
Foxconn's $66.6 Billion Quarter Proves AI Infrastructure Is the Real Money
The world's largest contract manufacturer just posted 29.7% revenue growth — and it's not from iPhones.While Silicon...
The Semiconductor Revolution: 2026s Game-Changers in Chips and AI
From geopolitical supply chain battles to Arm's AI data center CPU, 2026 is redefining the semiconductor landscape. What does this mean for the future of technology?
Microsoft Japan: The $10 Billion Sovereignty Play That Changes the AI Infrastructure Race
Something significant happened today that most Western tech coverage will underplay. Microsoft just committed $10 billion to Japan — not to chase consumers, not to build a...
The AI Bipolar World: How America and China Are Dividing the Future
The AI Bipolar World: How America and China Are Dividing the FutureThe world is splitting in two. Not along old fault lines of ideology or geography. Along...
Bitcoin Surges to $71,000 as Trump Postpones Iran Strikes
Bitcoin Surges to $71,000 as Trump Postpones Iran Strikes
Geopolitical de-escalation triggers risk-on shift, sending BTC up 5% in hours
The Move
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Metas 27 Billion Nebius Gamble: Outsourcing the Future of AI
Meta's $27 Billion Nebius Gamble: Outsourcing the Future of AIMeta just signed one of the largest cloud computing deals ever. Up to $27 billion. One provider. One...
Iran War De-escalation: Oil Plunges 11%, Markets Rally as Trump Signals “Very Soon” End
Oil prices swung from $120 to $85 in 24 hours. Bitcoin surged 5%. Here's what the Iran war resolution means for your portfolio.The Trump Pivot That Moved...
Iran Rejects Ceasefire: US Evacuates Saudi Posts as Oil Nears 110
Iranian foreign minister Abbas Araghchi says there will be no ceasefire unless the war ends permanently. The US is pulling staff from Saudi Arabia and Brent crude is racing toward 10. Here is what escalates next.
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