Nvidia’s China Partners and the PLA
Also, Xi Jinping’s open AI dilemma and a conversation with Geremie Barmé.
The Return of the Taiwan Tiger
Plus, China’s brain-computer interface industry and the Tsinghua-AI industry nexus.
A Shadow Falls Over Chinese Solar Investments in the U.S.
Also Nvidia, the company that cried Huawei.
Mr Yu’s Dream Machine
Plus Xiaohongshu, the almost-TikTok.
The Chinese Academy of Sciences
Also, surrounding American AI from the South.
A CFIUS Thriller
Plus, how to win a trade war.
AI Pains and Gains
China Inc’s Hormuz straits.
China and Democracy
Also, the illusion of cheap Chinese AI.
Assessing the Summit
Plus, Chinese memory chips.
TP-Link’s American Dream
Also, the quiet companies surfing China’s AI wave.
The Island-Chain Allies
Plus, managing China-U.S. trade.
The Case of Super Micro’s Missing Nvidia’s
Also, China’s Earth observation satellites.