Geopolitics - Page 2
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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Bitcoin Hits $70K as War Fear Grips Markets — Why Smart Money Is Buying the Panic
Bitcoin surged 5.6% to 0,304 while the Fear and Greed Index hit 13. Smart money is accumulating as retail panics. Here is why the paradox makes sense.
Trump Promises Quick End to Iran War as Tehran Rallies Behind Mojtaba Khamenei
Trump is promising an imminent end to the Iran war even as Tehran rallies behind Mojtaba Khamenei, putting rhetoric and reality on a collision course for markets.
Iran War Escalates: Mojtaba Khamenei, Trump, and What It Means for Bitcoin & Markets
New Supreme Leader appointed as war enters day 10. Trump presser tonight could move oil by $10+. Here is what geopolitical crisis means for Bitcoin and energy markets.
Bitcoin as a Geopolitical Hedge: Why $69K Recovery Matters
Iran crisis pushes Bitcoin from $63K to $69K. Here's why institutional investors are now testing Bitcoin as a real geopolitical hedge.
Energy as Infrastructure Control: The New Geopolitical Leverage
Energy infrastructure is the new bottleneck constraining AI scaling. Hyperscalers building dedicated power plants. China dominance. Geopolitical leverage shifting upstream.
OSC Signs $250m Conditional Loan Commitment With 6K
OSC signs a $250m conditional loan commitment with 6K for PlusCAM NMC cathode in Jackson, TN. Further $250m private capital proposed; funds not yet disbursed.
Solvay and Viridis Sign Binding Rare Earth Offtake Deal
Rare earth offtake: Solvay and Viridis sign a binding long-term deal for Colossus MREC to La Rochelle from 2028, with take-or-pay from COD or 1 Jan 2029.
Tencent Hy4 Launches With Vision and Computer Use, Weights to Follow
Tencent Hy4 is live on Tencent Cloud and OpenRouter with vision and computer use. Tencent plans to release the weights later, with a system card.
Justin Sun Seeks Sanctions Against World Liberty Over UAE Disclosure
Justin Sun asks a US court to sanction World Liberty Financial, alleging it disclosed UAE citizenship late in his lawsuit. A hearing is due 10 December.
Neros Wins $450M Conditional OSC Loan to Build US Drone Supply Chain
The Pentagon's Office of Strategic Capital has offered drone maker Neros a conditional loan of up to $450M to onshore components. No money is paid out yet.
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