Topic
export-controls
3 articles
Briefings ·
New
Signal Briefing: May 25, 2026
Huawei's EUV-bypass chip architecture claim lands alongside a $2.5B Supermicro smuggling bust, as US data centers hit 6% of national electricity and community opposition forces hyperscaler retreats.
Deep Signals ·
China's AI Ecosystem Is More Advanced Than Most People Think
Behind the chip export controls, a parallel AI universe is maturing rapidly — DeepSeek, Qwen, Baidu ERNIE, and dozens of capable open-weight models are reshaping assumptions about who leads in AI.
The Long View ·
The Long View: The Geopolitics of Compute
AI chips have become strategic resources as consequential as oil was in the twentieth century, and the scramble to control their production, distribution, and deployment is reshaping the global balance of power.