Geopolitics - Page 10
Coverage of the geopolitics of technology: US–China competition, chip export controls, sovereign AI efforts and how world events move markets.
Stories from Geopolitics come first, newest first, then stories from connected topics (Iran War, Oil Prices, Export Controls, supply chain, Trump, China), each labelled with where it comes from. This view is not indexed by search engines.
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TP-Link Tells the FCC It Could Assemble Wi-Fi 8 Routers in the US by Next Year, if It Gets Conditional Approval
In a letter to the FCC, TP-Link proposes assembling Wi-Fi 8 routers in the US by next year, tied to Conditional Approval under the foreign router ban.
Patrick Witt Leaves White House Crypto Council Executive Director Role
Patrick Witt has left as executive director of the White House Crypto Council. A White House official told The Block his detail expired.
SK Hynix’s Solidigm Ties a New US NAND Plant to a Licence for More Chip Tools in China, Reuters Reports
SK Hynix's Solidigm is making a new US NAND plant depend on a US licence to ship more chip tools to Dalian, China, Reuters reports, citing sources.
Scimplify Raises $25 Million Led by Hitachi Ventures to Make Specialty Chemicals and Critical Materials With AI
Indian startup Scimplify has raised $25 million led by Hitachi Ventures to use AI to make specialty chemicals and critical materials outside China.
Chinese Firms Bought 1mn+ Nvidia Gaming and Workstation Chips, FT Says
Chinese tech firms bought over 1mn Nvidia gaming and workstation chips this year, the FT reported, citing industry insiders. Nvidia has not confirmed it.
Trump Administration Reportedly Plans to Move Three Senior CAISSI Officials to the White House
The Information reports three senior officials from CAISSI, Commerce's AI testing unit, will move to the White House under Kratsios and Cairncross.
Super Micro-Linked Contractor Willy Sun Pleads Guilty in the Nvidia-Server China Diversion Case, Reuters and Bloomberg Report
Contractor Willy Sun pleaded guilty to four counts in the Nvidia-server China case, Reuters and Bloomberg report. Co-defendants are presumed innocent.
European Commission Selects 46 New Critical Raw Materials Strategic Projects. The Label Is Not Funding
The Commission named 46 more Critical Raw Materials Act strategic projects on 9 October. The label means faster permits, not automatic EU funding.
AZIO AI Signs a 10 MW Hosting Agreement at Atlas One in South Texas; Growth to 50 MW Is a Right, Not a Commitment,...
AZIO AI says Power Champion contracted 10 MW at its Atlas One campus in Texas, with rights to 50 MW. Nothing is energized and no start date is set.
China Lithium Supply Lags Battery Demand as Tungsten Splits in Two
Mysteel says China's lithium carbonate supply is falling short of expectations in Q4; SMM says tungsten has one market and two prices. Both are data firms' estimates.
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