China
Asia Edition: Beijing Escalates Taiwan Rhetoric as China-US Summit Looms
China elevates Taiwan to 'biggest risk' in US relations while energy markets brace for renewed Iran conflict and AI infrastructure struggles against power constraints.
What Are Brain-Computer Interfaces and Why Are They a National Security Concern?
Neural decoding technology has advanced from laboratory curiosity to dual-use frontier, with implications spanning cognitive enhancement, military applications, and the emerging battleground for AI-human integration.
How US Chip Export Controls Created a Two-Tier Global AI Market
Semiconductor restrictions have forced Chinese AI labs to pay 3-4x premiums for cutting-edge hardware, reshaping the competitive landscape and accelerating technological decoupling.
Cerebras targets $4 billion IPO as Nvidia’s AI chip monopoly fragments
The specialist chipmaker's $40 billion valuation bet crystallises the market shift from GPU dominance to purpose-built architectures—accelerated by China's DeepSeek V4 breakthrough on Huawei silicon.
Beijing Designates Taiwan ‘Biggest Risk’ in US Ties as TSMC Dominance Amplifies Stakes
China's foreign minister elevated Taiwan from diplomatic friction point to existential threat category two weeks before Trump-Xi summit, creating immediate pressure on semiconductor supply chains and defense contractors.
US Officials Eye Three-Day Patch Mandate as AI Weaponizes Zero-Days Faster Than Vendors Can Respond
CISA and National Cyber Director weigh compressing federal patching timelines from 21 days to 72 hours after Chinese and Russian AI-powered campaigns sustain 18-month persistence windows.
US Signs First Commercial Cobalt Refinery Deal, Targeting China’s 75% Processing Monopoly
EVelution Energy's $850 million Mitsui offtake agreement marks the first attempt to build domestic cobalt refining capacity as IRA compliance deadlines loom and battery demand accelerates.
China Uses $60M Conference Center to Kill Digital Rights Summit in Zambia
RightsCon cancellation reveals how infrastructure investment becomes leverage for censorship beyond borders.
Japan Scraps Post-War Arms Export Ban, Joining Western Defence Supply Chains
Tokyo's April policy shift enables lethal weapons exports to 17 allies, backed by a AU$10 billion Australian frigate deal and advanced missile production capacity.
Europe’s Energy Diversification Fails as China Locks Central Asian Gas, Turkey Loses Iran Supply
Dual shocks from Iranian sanctions and Turkmenistan's pivot to Chinese contracts push European gas prices 35% higher, forcing EUR 10-15 billion in emergency storage costs while inflation reignites across the continent.
Europe Caught in the Crossfire: Huawei Threat, NATO Fracture, and the AI Rewiring of Global Power
As China threatens €90 billion in trade retaliation and Trump reviews German troop deployments, Europe confronts the infrastructure reality behind strategic autonomy — while $800 billion in tech earnings reveal who's winning the AI economics race.
Nvidia B300s Hit $1M in China as Export Controls Reshape AI Economics
US chip restrictions drive 3-4x price premiums for restricted hardware while spurring $5.6 billion pivot to Huawei alternatives—cloud providers absorb structural cost disadvantage even as domestic AI models gain market share.