AI Competition

Breaking AI Geopolitics

Trump’s H200 Deal With Xi Hits Wall: Zero Chips Delivered as Beijing Blocks Purchases

White House cleared Nvidia sales to 10 Chinese firms, but domestic policy pressure and Treasury confusion reveal deepening fracture in US semiconductor strategy.

7 min read ·
Geopolitics Markets

Japan Challenges $6bn SoftBank Fee as US Alliance Economics Turn Transactional

Tokyo's objection to governance terms in $550bn trade deal exposes friction over how Washington structures capital partnerships with allies.

7 min read ·